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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
576
Aull & Monroe Investment Management
Alabama
$770K -$18.6K -1,050 -2%
HWA
577
Heritage Wealth Advisors
Virginia
$767K -$53 -3 -0%
FANJ
578
Financial Architects (New Jersey)
New Jersey
$764K +$56.3K +3,180 +8%
FPCG
579
Fort Pitt Capital Group
Pennsylvania
$763K -$2.17M -122,808 -74%
PPP
580
Private Portfolio Partners
New Jersey
$760K – – –
TWM
581
Thrive Wealth Management
Pennsylvania
$759K +$264K +14,901 +54%
CA
582
Continuum Advisory
Idaho
$758K +$241K +13,596 +41%
JCM
583
Jacobsen Capital Management
Utah
$755K +$37.4K +2,112 +5%
BCP
584
Blackhawk Capital Partners
Wisconsin
$752K -$115K -6,501 -13%
BI
585
Blooom Inc
Kansas
$751K -$18.4K -1,038 -2%
WFA
586
Wade Financial Advisory
California
$751K +$12.5K +708 +2%
LRPA
587
L. Roy Papp & Associates
Arizona
$750K – – –
NCM
588
Novare Capital Management
North Carolina
$744K -$10.8K -612 -1%
OFG
589
Orcam Financial Group
California
$742K – – –
RCC
590
Red Cedar Capital
Nebraska
$742K – – –
CIC
591
Carnegie Investment Counsel
Ohio
$735K -$34.9K -1,971 -5%
CA
592
Claro Advisors
Massachusetts
$734K -$343K -19,353 -50%
GI
593
GS Investments
Minnesota
$732K -$14.4K -813 -2%
CA
594
Clearstead Advisors
Ohio
$729K -$252K -14,208 -26%
CAM
595
Carret Asset Management
New York
$714K – – –
CA
596
Cetera Advisors
Colorado
$711K -$120K -6,762 -15%
TW
597
Transform Wealth
Colorado
$709K – – –
HIG
598
Heritage Investment Group
Florida
$708K +$20.7K +1,170 +3%
PFA
599
Pinnacle Family Advisors
Missouri
$706K -$12.7K -717 -2%
SBIA
600
Sheaff Brock Investment Advisors
Indiana
$679K – – –
22 23
24
25 26