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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
501
Park Edge Advisors
Ohio
$1.32M -$20.2K -1,149 -1%
CSI
502
Cross Staff Investments
New York
$1.32M -$115K -6,558 -8%
BFG
503
Bouchey Financial Group
New York
$1.32M -$3.68K -210 -0.3%
JWA
504
JFS Wealth Advisors
Pennsylvania
$1.31M -$113K -6,444 -8%
VP
505
Verum Partners
North Carolina
$1.31M +$1.37K +78 +0.1%
EFG
506
Everhart Financial Group
Ohio
$1.31M +$317K +18,090 +30%
GLR
507
Great Lakes Retirement
Ohio
$1.29M -$1.24M -70,587 -48%
PA
508
Pinnacle Associates
New York
$1.28M -$3.1K -177 -0.2%
HI
509
Human Investing
Oregon
$1.28M +$632 +36 +0%
CB
510
Commerce Bank
Missouri
$1.28M -$62.9K -3,585 -5%
GVAG
511
Great Valley Advisor Group
Delaware
$1.27M -$6.53K -372 -0.5%
TA
512
Tiedemann Advisors
New York
$1.27M -$47.4K -2,703 -3%
RDIA
513
RE Dickinson Investment Advisors
Iowa
$1.26M -$138K -7,869 -10%
FPCG
514
Fort Pitt Capital Group
Pennsylvania
$1.22M +$177K +10,077 +16%
UIA
515
Ulland Investment Advisors
Minnesota
$1.22M -$3.74K -213 -0.3%
FM
516
Family Management
New York
$1.21M -$60.3K -3,435 -5%
CCFM
517
Clear Creek Financial Management
Washington
$1.21M -$116K -6,624 -8%
EAM
518
Evanson Asset Management
California
$1.18M -$14.9K -852 -1%
GA
519
Geller Advisors
New York
$1.18M – – –
SCM
520
Spreng Capital Management
Ohio
$1.18M -$26.7K -1,524 -2%
SP
521
Successful Portfolios
Florida
$1.17M -$128K -7,311 -10%
APG
522
Abacus Planning Group
South Carolina
$1.17M -$17.9K -1,023 -1%
AAS
523
Ameritas Advisory Services
Nebraska
$1.17M +$599K +34,125 +97%
AC
524
Avant Capital
Louisiana
$1.14M +$12.4K +705 +1%
WIM
525
Warwick Investment Management
Texas
$1.14M – – –
19 20
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