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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
626
Heartwood Wealth Advisors
Virginia
$1.81M +$78K +2,907 +4%
AG
627
AlTi Global
New York
$1.8M +$5.12K +191 +0.3%
CIA
628
Compass Ion Advisors
Pennsylvania
$1.8M +$1.77K +66 +0.1%
LIA
629
LBMC Investment Advisors
Tennessee
$1.8M – – –
GVAG
630
Great Valley Advisor Group
Delaware
$1.77M +$832 +31 +0%
OCWP
631
Owl Creek Wealth Partners
Colorado
$1.77M +$1.85M +69,032 New
PSCM
632
Per Stirling Capital Management
Texas
$1.77M -$15K -561 -0.8%
EAM
633
Evanson Asset Management
California
$1.77M +$9.34K +348 +0.5%
EW
634
Evoke Wealth
California
$1.77M -$441K -16,426 -19%
ANTB
635
AMG National Trust Bank
Colorado
$1.76M +$1.56K +58 +0.1%
VIA
636
Victrix Investment Advisors
Florida
$1.76M -$203K -7,569 -10%
PFA
637
Pinnacle Family Advisors
Missouri
$1.74M -$193K -7,188 -10%
HIP
638
HUB Investment Partners
Texas
$1.74M -$90.5K -3,372 -5%
WIM
639
Warwick Investment Management
Texas
$1.74M – – –
EWA
640
Emergent Wealth Advisors
New York
$1.72M +$28.8K +1,073 +2%
WAM
641
Worth Asset Management
Texas
$1.72M -$411K -15,324 -19%
VCM
642
Vision Capital Management
Oregon
$1.71M -$805 -30 -0%
B
643
Birchbrook
Maine
$1.71M -$4.7M -175,072 -72%
SSW
644
Stone Summit Wealth
Florida
$1.7M +$321K +11,967 +22%
AWA
645
Arkadios Wealth Advisors
Georgia
$1.7M +$713K +26,589 +67%
AC
646
Avant Capital
Louisiana
$1.69M -$64.8K -2,414 -4%
FWI
647
Facet Wealth Inc
Maryland
$1.68M +$340K +12,669 +24%
APG
648
Abacus Planning Group
South Carolina
$1.67M -$31.5K -1,175 -2%
CI
649
CX Institutional
Indiana
$1.67M +$7.24K +270 +0.4%
CCG
650
Chatham Capital Group
Georgia
$1.66M – – –
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