We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
526
JFS Wealth Advisors
Pennsylvania
$1.73M +$21.1K +1,023 +1%
HWMG
527
Hurlow Wealth Management Group
Indiana
$1.73M -$22.7K -1,098 -1%
TIAA Trust, National Association
528
TIAA Trust, National Association
North Carolina
$1.72M +$161K +7,815 +11%
SWM
529
SeaCrest Wealth Management
New York
$1.72M -$120K -5,823 -7%
FAIM
530
Financial Advocates Investment Management
Washington
$1.7M +$80.4K +3,891 +5%
CSI
531
Cross Staff Investments
New York
$1.7M
PWG
532
Portside Wealth Group
Utah
$1.69M +$1.63M +78,720 New
NCM
533
Novare Capital Management
North Carolina
$1.69M
FNBT
534
FineMark National Bank & Trust
Florida
$1.67M
CA
535
CGN Advisors
Kansas
$1.65M +$43.5K +2,106 +3%
BFG
536
Bouchey Financial Group
New York
$1.65M -$13.9K -675 -0.9%
Citigroup
537
Citigroup
New York
$1.65M +$547K +26,493 +53%
PSCM
538
Per Stirling Capital Management
Texas
$1.64M
PFA
539
Pinnacle Family Advisors
Missouri
$1.64M +$272K +13,143 +21%
AG
540
AlTi Global
New York
$1.63M -$5.58K -270 -0.4%
FG
541
Foster Group
Iowa
$1.62M +$165K +7,980 +12%
SP
542
Successful Portfolios
Florida
$1.61M +$125K +6,054 +9%
MSG
543
Main Street Group
Virginia
$1.6M -$20.7K -1,002 -1%
IFG
544
Independent Financial Group
California
$1.6M -$131K -6,345 -8%
BIM
545
Breakwater Investment Management
Washington
$1.58M +$108K +5,244 +8%
GBWM
546
Granite Bay Wealth Management
New Hampshire
$1.57M +$484K +23,412 +47%
LFG
547
Larson Financial Group
Missouri
$1.55M +$334K +16,155 +29%
AIM
548
Aspen Investment Management
Michigan
$1.54M +$42.6K +2,061 +3%
LTL
549
Lowery Thomas LLC
California
$1.54M +$437K +21,165 +42%
AAS
550
Ameritas Advisory Services
Nebraska
$1.53M +$102K +4,917 +7%