We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
626
FSM Wealth Advisors
Ohio
$767K +$94.5K +5,721 +15%
CI
627
CX Institutional
Indiana
$759K +$718K +43,473 New
MLA
628
My Legacy Advisors
Oregon
$748K -$1.26M -76,257 -64%
BB
629
Bell Bank
North Dakota
$741K +$96.9K +5,871 +16%
PPP
630
Private Portfolio Partners
New Jersey
$739K
SFG
631
StrategIQ Financial Group
Indiana
$735K -$202K -12,216 -22%
NFW
632
Noble Family Wealth
Florida
$729K -$5.1K -309 -0.7%
AMIM
633
Aull & Monroe Investment Management
Alabama
$723K -$6.69K -405 -1%
OFG
634
Orcam Financial Group
California
$722K +$99 +6 +0%
TW
635
Transform Wealth
Colorado
$720K -$60.7K -3,678 -8%
LRPA
636
L. Roy Papp & Associates
Arizona
$716K
CA
637
Continuum Advisory
Idaho
$712K -$39.5K -2,391 -6%
CPA
638
Capital Performance Advisors
California
$710K +$672K +40,695 New
SIMG
639
Sonora Investment Management Group
Arizona
$708K +$85.5K +5,181 +15%
GI
640
GS Investments
Minnesota
$707K -$64.7K -3,921 -9%
William Blair & Company
641
William Blair & Company
Illinois
$706K +$104K +6,288 +18%
YIH
642
Y-Intercept (HK)
Hong Kong
$706K -$23K -1,392 -3%
EW
643
Evoke Wealth
California
$704K +$220K +13,326 +49%
LWM
644
Lyell Wealth Management
California
$692K -$36K -2,181 -5%
MFG
645
Merit Financial Group
Georgia
$691K +$653K +39,579 New
HWA
646
Heritage Wealth Advisors
Virginia
$689K
NFG
647
Nations Financial Group
Iowa
$686K -$721K -43,647 -53%
GAM
648
Garrison Asset Management
Arkansas
$680K -$223K -13,518 -26%
CA
649
Cambridge Advisors
Nebraska
$680K +$269K +16,290 +72%
NCM
650
Novare Capital Management
North Carolina
$680K +$27.7K +1,677 +5%