We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
601
Evensky & Katz
Florida
$764K -$63.8K -4,218 -8%
CAM
602
Cozad Asset Management
Illinois
$760K -$45.4K -3,000 -6%
PAM
603
Peak Asset Management
Colorado
$748K -$20.6K -1,362 -3%
GIA
604
Gladstone Institutional Advisory
Florida
$734K -$186K -12,291 -20%
MCWS
605
McKinley Carter Wealth Services
West Virginia
$733K -$3K -198 -0.4%
WFS
606
Walker Financial Services
Kentucky
$725K -$37.4K -2,472 -5%
FWI
607
Facet Wealth Inc
Maryland
$722K +$133K +8,781 +24%
BL
608
BFSG LLC
California
$714K -$772 -51 -0.1%
RPGK
609
Retirement Planning Group (Kansas)
Kansas
$700K -$20.7K -1,368 -3%
FANJ
610
Financial Architects (New Jersey)
New Jersey
$698K +$33.8K +2,235 +5%
CA
611
Cetera Advisors
Colorado
$690K +$14.2K +936 +2%
PAS
612
Park Avenue Securities
New York
$688K +$291K +19,257 +73%
BWM
613
BlackDiamond Wealth Management
New York
$688K +$438K +28,953 +183%
JFGLC
614
Johnson Financial Group LLC (Colorado)
Colorado
$686K -$60.7M -4,009,710 -99%
SF
615
Safeguard Financial
Wisconsin
$683K -$409 -27 -0.1%
MA
616
Mutual Advisors
Nebraska
$678K -$92.9K -6,138 -12%
OFG
617
Oxford Financial Group
Indiana
$674K +$5.09K +336 +0.8%
HWA
618
HHM Wealth Advisors
Tennessee
$674K +$191K +12,609 +39%
CA
619
Continuum Advisory
Idaho
$665K -$11K -729 -2%
GI
620
GS Investments
Minnesota
$663K +$14.9K +984 +2%
ASFA
621
All Season Financial Advisors
Colorado
$658K +$590 +39 +0.1%
KIA
622
KCM Investment Advisors
California
$657K -$440K -29,055 -40%
CA
623
Crewe Advisors
Utah
$651K -$82.2K -5,433 -11%
GHAM
624
Gilman Hill Asset Management
Connecticut
$639K +$2.86K +189 +0.4%
PPP
625
Private Portfolio Partners
New Jersey
$637K – – –
23 24
25
26 27