We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
501
Harborview Advisors
Maine
$774K +$46.7K +2,982 +7%
VST
502
Van Strum & Towne
California
$766K +$298K +19,050 +66%
MWM
503
Meridian Wealth Management
Kentucky
$756K -$89.7K -5,724 -11%
GG
504
GenWealth Group
New Jersey
$749K -$58K -3,702 -7%
NP
505
NorthRock Partners
Minnesota
$749K +$134K +8,550 +22%
BL
506
BFSG LLC
California
$742K +$11.9K +762 +2%
BAM
507
Barrett Asset Management
New York
$737K +$154K +9,810 +27%
RPGK
508
Retirement Planning Group (Kansas)
Kansas
$723K -$44.6K -2,844 -6%
1WM
509
1900 Wealth Management
Texas
$720K +$705K +44,982 New
Brown Advisory
510
Brown Advisory
Maryland
$711K +$54.2K +3,462 +8%
VWA
511
Visionary Wealth Advisors
Illinois
$699K -$144K -9,216 -17%
OC
512
Oarsman Capital
Wisconsin
$697K -$49.4K -3,150 -7%
HPWM
513
Highland Private Wealth Management
Washington
$691K
OF
514
Outfitter Financial
Maine
$689K +$295K +18,840 +78%
CAM
515
Carret Asset Management
New York
$684K -$30.6K -1,950 -4%
HWA
516
Heritage Wealth Advisors
Virginia
$684K -$155K -9,912 -19%
SMC
517
Smith, Moore & Co
Missouri
$681K +$666K +42,522 New
PPP
518
Private Portfolio Partners
New Jersey
$678K
TYCC
519
Texas Yale Capital Corp
Florida
$677K
HWA
520
HHM Wealth Advisors
Tennessee
$677K +$94 +6 +0%
AMIM
521
Aull & Monroe Investment Management
Alabama
$664K -$122K -7,818 -16%
EK
522
Evensky & Katz
Florida
$664K -$11.3K -720 -2%
RCC
523
Red Cedar Capital
Nebraska
$662K
GAM
524
Garrison Asset Management
Arkansas
$662K +$25.7K +1,638 +4%
LRPA
525
L. Roy Papp & Associates
Arizona
$660K -$120K -7,638 -16%