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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
H
601
HoyleCohen
California
$396K +$81.7K +5,214 +27%
GB
602
Goepper Burkhardt
South Carolina
$393K +$94 +6 +0%
WU
603
Wealthsimple US
New York
$387K -$39.3K -2,508 -9%
PAM
604
Premier Asset Management
Illinois
$386K -$92.6K -5,910 -20%
HI
605
Harbour Investments
Wisconsin
$386K +$378K +24,126 New
IF
606
Intrua Financial
Texas
$382K +$354K +22,590 New
SC
607
Savant Capital
Illinois
$377K -$88.8K -5,670 -19%
BWP
608
BSW Wealth Partners
Colorado
$376K -$12.6K -804 -3%
FCA
609
FinTrust Capital Advisors
South Carolina
$376K -$2.35K -150 -0.6%
EWA
610
Exencial Wealth Advisors
Oklahoma
$372K +$364K +23,214 New
RPA
611
Rock Point Advisors
Vermont
$366K -$26.8K -1,710 -7%
TI
612
tru Independence
Oregon
$363K +$356K +22,710 New
LFG
613
Larson Financial Group
Missouri
$362K +$53.2K +3,396 +18%
FPW
614
Flagship Private Wealth
Massachusetts
$362K – – –
FSA
615
Fort Sheridan Advisors
Illinois
$355K – – –
S
616
SignatureFD
Georgia
$352K -$24.7K -1,578 -7%
SG
617
StoneX Group
New York
$351K +$94 +6 +0%
NNP
618
Nachman Norwood & Parrott
South Carolina
$351K +$282 +18 +0.1%
CWA
619
Clarity Wealth Advisors
California
$351K +$5.83K +372 +2%
MCP
620
Mirador Capital Partners
California
$350K -$4.89K -312 -1%
HHGA
621
Halbert Hargrove Global Advisors
California
$348K +$66.9K +4,272 +24%
RWA
622
Redhawk Wealth Advisors
Minnesota
$347K -$4.32K -276 -1%
MIM
623
Moseley Investment Management
Florida
$346K -$16.9K -1,080 -5%
SG
624
Swarthmore Group
Pennsylvania
$344K +$337K +21,498 New
BC
625
Barnett & Company
Tennessee
$341K -$150K -9,606 -31%
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