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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
576
Tenret Company
Florida
$864K – – –
SC
577
Slow Capital
California
$864K -$7.27K -480 -0.8%
BB
578
Bell Bank
North Dakota
$861K +$866K +57,240 New
JFG
579
Jefferies Financial Group
New York
$857K +$862K +56,928 New
SSW
580
Stone Summit Wealth
Florida
$852K +$480K +31,743 +128%
G
581
Gainplan
Michigan
$851K -$26.8K -1,770 -3%
NA
582
NewEdge Advisors
Louisiana
$845K +$33.4K +2,205 +4%
SSB
583
Sandy Spring Bank
Maryland
$841K +$13.8K +912 +2%
OMC
584
Old Mission Capital
Illinois
$840K +$845K +55,827 New
DACG
585
Donor Advised Charitable Giving
California
$837K -$1.64K -108 -0.2%
DWP
586
Destiny Wealth Partners
Florida
$830K -$450K -29,757 -35%
FCM
587
Firestone Capital Management
Florida
$830K -$348K -22,977 -29%
SC
588
Schoolcraft Capital
Colorado
$829K -$18K -1,188 -2%
SFG
589
StrategIQ Financial Group
Indiana
$827K – – –
APW
590
Aurora Private Wealth
New Jersey
$824K +$2.73K +180 +0.3%
HIC
591
Holderness Investments Company
North Carolina
$822K -$6.08K -402 -0.7%
C
592
Certuity
Florida
$821K -$90.8K -5,997 -10%
ANTB
593
AMG National Trust Bank
Colorado
$795K +$1.32K +87 +0.2%
RDFA
594
Ritter Daniher Financial Advisory
Ohio
$794K -$68.9K -4,554 -8%
LEFP
595
Leading Edge Financial Planning
Tennessee
$791K +$795K +52,548 New
IWM
596
IHT Wealth Management
Illinois
$790K +$15.4K +1,020 +2%
GAM
597
Garrison Asset Management
Arkansas
$790K -$772 -51 -0.1%
CIC
598
Cutler Investment Counsel
Oregon
$782K +$240K +15,888 +44%
CPP
599
Capasso Planning Partners
South Carolina
$781K – – –
JCM
600
Jacobsen Capital Management
Utah
$767K -$7.27K -480 -0.9%
22 23
24
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