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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
601
Pathway Financial Advisors
Vermont
$258K – – –
EFL
602
ERn Financial LLC
Wisconsin
$258K +$20.4K +1,536 +9%
RWA
603
RGT Wealth Advisors
Texas
$255K +$252K +18,978 New
RSWM
604
Robertson Stephens Wealth Management
California
$255K +$253K +19,044 New
CP
605
Camelot Portfolios
Ohio
$250K – – –
LF
606
LifeSteps Financial
California
$245K +$14.8K +1,116 +7%
CG
607
CFO4Life Group
Texas
$242K +$10.7K +804 +5%
WPW
608
Waldron Private Wealth
Pennsylvania
$238K -$15.9K -1,200 -6%
EWM
609
Evercore Wealth Management
New York
$238K +$957 +72 +0.4%
ACA
610
Affinity Capital Advisors
California
$235K -$5.34K -402 -2%
TSS
611
Two Sigma Securities
New York
$235K +$232K +17,460 New
HHGA
612
Halbert Hargrove Global Advisors
California
$234K – – –
HCMT
613
Highland Capital Management (Tennessee)
Tennessee
$234K – – –
HGWM
614
Horst & Graben Wealth Management
Oregon
$233K -$4.14K -312 -2%
BAM
615
Bellevue Asset Management
Washington
$232K -$80 -6 -0%
HWA
616
Heartwood Wealth Advisors
Virginia
$231K – – –
NFC
617
Northeast Financial Consultants
Connecticut
$226K – – –
SBSB
618
Sullivan, Bruyette, Speros & Blaney
Virginia
$226K +$159 +12 +0.1%
CIA
619
Capital Investment Advisors
Georgia
$222K +$2.87K +216 +1%
TP
620
Tranquility Partners
Tennessee
$220K +$218K +16,374 New
GWM
621
Geneos Wealth Management
Colorado
$217K +$28.6K +2,154 +15%
LWS
622
Lucia Wealth Services
California
$216K -$27.4K -2,064 -11%
SG
623
StoneX Group
New York
$216K +$214K +16,092 New
MG
624
McCutchen Group
Washington
$215K +$213K +16,002 New
CA
625
Cambridge Advisors
Nebraska
$213K +$211K +15,864 New
23 24
25
26 27