We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
526
GS Investments
Minnesota
$785K +$807K +45,276 New
AMIM
527
Aull & Monroe Investment Management
Alabama
$774K +$8.03K +450 +1%
TRCT
528
Tower Research Capital (TRC)
New York
$773K +$300K +16,812 +61%
TW
529
Transform Wealth
Colorado
$767K -$9.52K -534 -1%
WIA
530
World Investment Advisors
California
$767K +$70K +3,924 +10%
VWA
531
Visionary Wealth Advisors
Illinois
$762K +$153K +8,580 +24%
HWA
532
Heritage Wealth Advisors
Virginia
$741K
BI
533
Blooom Inc
Kansas
$738K -$29.3K -1,644 -4%
PPP
534
Private Portfolio Partners
New Jersey
$734K
HWA
535
HHM Wealth Advisors
Tennessee
$733K +$214 +12 +0%
Brown Advisory
536
Brown Advisory
Maryland
$731K -$40.1K -2,250 -5%
LRPA
537
L. Roy Papp & Associates
Arizona
$725K
CAM
538
Carret Asset Management
New York
$723K
RCC
539
Red Cedar Capital
Nebraska
$717K
CWA
540
Choice Wealth Advisors
Maine
$716K +$59.6K +3,342 +9%
WFA
541
Wade Financial Advisory
California
$713K
CG
542
Caprock Group
Idaho
$709K +$535 +30 +0.1%
CA
543
Clearstead Advisors
Ohio
$705K +$180K +10,104 +33%
JCM
544
Jacobsen Capital Management
Utah
$700K -$21.4K -1,200 -3%
GAM
545
Garrison Asset Management
Arkansas
$700K -$18K -1,008 -2%
PWM
546
Praetorian Wealth Management
California
$698K
LAS
547
Lloyd Advisory Services
Georgia
$694K -$2.11M -118,356 -75%
Vanguard Capital Wealth Advisors
548
Vanguard Capital Wealth Advisors
Colorado
$693K +$224K +12,588 +46%
EHPM
549
Emery Howard Portfolio Management
California
$687K +$2.25K +126 +0.3%
MIP
550
Marietta Investment Partners
Wisconsin
$687K +$105K +5,892 +17%