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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
526
Blooom Inc
Kansas
$755K +$50.4K +2,988 +7%
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$751K -$94.1K -5,580 -11%
HWA
528
Heritage Wealth Advisors
Virginia
$740K – – –
SMC
529
Smith, Moore & Co
Missouri
$737K – – –
PPP
530
Private Portfolio Partners
New Jersey
$734K – – –
TYCC
531
Texas Yale Capital Corp
Florida
$733K – – –
HWA
532
HHM Wealth Advisors
Tennessee
$733K +$101 +6 +0%
LRPA
533
L. Roy Papp & Associates
Arizona
$724K +$10.1K +600 +1%
CAM
534
Carret Asset Management
New York
$722K -$17.7K -1,050 -2%
JCM
535
Jacobsen Capital Management
Utah
$720K -$574K -33,996 -45%
GRP
536
Global Retirement Partners
California
$719K +$35.2K +2,088 +5%
EK
537
Evensky & Katz
Florida
$718K -$709 -42 -0.1%
ZF
538
Zhang Financial
Michigan
$718K +$412K +24,426 +144%
GAM
539
Garrison Asset Management
Arkansas
$717K -$405 -24 -0.1%
RCC
540
Red Cedar Capital
Nebraska
$716K – – –
WFA
541
Wade Financial Advisory
California
$712K +$10.1K +600 +1%
FANJ
542
Financial Architects (New Jersey)
New Jersey
$710K +$5.16K +306 +0.8%
CG
543
Caprock Group
Idaho
$708K -$453K -26,826 -40%
WIA
544
World Investment Advisors
California
$698K +$8.4K +498 +1%
PWM
545
Praetorian Wealth Management
California
$697K +$32.2K +1,908 +5%
WP
546
WealthShield Partners
North Carolina
$697K +$80.5K +4,770 +13%
SHWM
547
Silicon Hills Wealth Management
Texas
$689K -$2.43K -144 -0.4%
EHPM
548
Emery Howard Portfolio Management
California
$684K +$2.02K +120 +0.3%
NA
549
NewEdge Advisors
Louisiana
$674K -$13.2K -780 -2%
CFO
550
Collective Family Office
Pennsylvania
$665K -$415K -24,594 -39%
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