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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
626
Private Portfolio Partners
New Jersey
$683K – – –
NFW
627
Noble Family Wealth
Florida
$678K +$662K +42,057 New
FWI
628
Facet Wealth Inc
Maryland
$677K -$45.3K -2,877 -6%
YIH
629
Y-Intercept (HK)
Hong Kong
$675K +$658K +41,835 New
AMIM
630
Aull & Monroe Investment Management
Alabama
$674K – – –
LWM
631
Lyell Wealth Management
California
$674K +$850 +54 +0.1%
WCG
632
Wall Capital Group
Arizona
$670K -$11.9M -757,968 -95%
OFG
633
Orcam Financial Group
California
$667K +$94 +6 +0%
AFA
634
American Financial Advisors
Georgia
$662K +$32.2K +2,049 +5%
LRPA
635
L. Roy Papp & Associates
Arizona
$661K -$12.4K -789 -2%
CC
636
Callan Capital
California
$659K +$33K +2,097 +5%
GHAM
637
Gilman Hill Asset Management
Connecticut
$656K -$27.3K -1,734 -4%
AFS
638
Annapolis Financial Services
Maryland
$641K +$50.6K +3,213 +9%
HWA
639
Heritage Wealth Advisors
Virginia
$636K – – –
GG
640
GenWealth Group
New Jersey
$636K -$2.74K -174 -0.4%
CIA
641
Cape Investment Advisory
Georgia
$624K +$609K +38,694 New
MIP
642
Marietta Investment Partners
Wisconsin
$623K +$13.5K +861 +2%
SAM
643
Summit Asset Management
Tennessee
$616K -$60.6K -3,852 -9%
HIG
644
Heritage Investment Group
Florida
$616K – – –
FWA
645
FSM Wealth Advisors
Ohio
$616K +$14.1K +894 +2%
WWM
646
Windsor Wealth Management
Indiana
$610K -$7.18K -456 -1%
NP
647
NorthRock Partners
Minnesota
$610K +$5.95K +378 +1%
SBIA
648
Sheaff Brock Investment Advisors
Indiana
$609K – – –
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$606K +$592K +37,602 New
KJWM
650
Kiley Juergens Wealth Management
Washington
$602K +$1.18K +75 +0.2%
24 25
26
27 28