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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$2.52M +$235K +8,810 +10%
RWM
552
Rialto Wealth Management
New York
$2.5M +$77.5K +2,901 +3%
CFO
553
Callan Family Office
Pennsylvania
$2.5M – – –
CWM
554
Cabot Wealth Management
Massachusetts
$2.49M -$183K -6,853 -7%
WI
555
Wedgewood Investors
Pennsylvania
$2.48M -$116K -4,348 -5%
ISFAN
556
Investor's Fiduciary Advisor Network
Washington
$2.47M +$82.4K +3,085 +3%
DAS
557
Daybright Advisory Services
Florida
$2.46M +$2.44M +91,553 New
DSC
558
Duncker Streett & Co
Missouri
$2.46M -$89.2K -3,340 -4%
BRWA
559
B. Riley Wealth Advisors
Florida
$2.46M -$56.1K -2,100 -2%
SP
560
Successful Portfolios
Florida
$2.45M +$50K +1,874 +2%
MCM
561
Mitchell Capital Management
Kansas
$2.44M -$65.6K -2,456 -3%
SEEDPG
562
S.E.E.D. Planning Group
New York
$2.43M -$21.4K -802 -0.9%
CA
563
Capital Advantage
California
$2.42M +$935 +35 +0%
RAG
564
RIA Advisory Group
Iowa
$2.41M -$6.04K -226 -0.3%
SF
565
Sun Financial
Utah
$2.41M +$2.39M +89,459 New
MWM
566
Maridea Wealth Management
New York
$2.4M +$2.38M +89,053 New
CCW
567
Coastline Complete Wealth
South Carolina
$2.39M +$2.37M +88,735 New
RZH
568
Relyea Zuckerberg Hanson
Connecticut
$2.38M – – –
OC
569
Oppenheimer & Co
New York
$2.34M -$155K -5,806 -6%
SWM
570
Stockman Wealth Management
Montana
$2.34M +$13.4K +500 +0.6%
SCM
571
Stordahl Capital Management
Colorado
$2.33M -$504K -18,872 -18%
AV
572
Aspiring Ventures
Ohio
$2.32M -$373K -13,949 -14%
DTC
573
Davidson Trust Company
Washington
$2.3M – – –
AIS
574
American Investment Services
Massachusetts
$2.3M -$18.2K -682 -0.8%
FWP
575
FAS Wealth Partners
Kansas
$2.29M -$164K -6,135 -7%
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