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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$269K -$172 -12 -0.1%
EWM
652
Evercore Wealth Management
New York
$268K – – –
WPW
653
Waldron Private Wealth
Pennsylvania
$268K – – –
PLFAM
654
Pineno Levin & Ford Asset Management
Virginia
$267K +$36.5K +2,550 +17%
RSWM
655
Robertson Stephens Wealth Management
California
$266K -$21.2K -1,482 -8%
HHGA
656
Halbert Hargrove Global Advisors
California
$264K – – –
HCMT
657
Highland Capital Management (Tennessee)
Tennessee
$264K – – –
HGWM
658
Horst & Graben Wealth Management
Oregon
$263K +$773 +54 +0.3%
LF
659
LifeSteps Financial
California
$258K -$17.4K -1,218 -7%
MAG
660
Mayfair Advisory Group
Alabama
$255K -$116K -8,100 -32%
NFC
661
Northeast Financial Consultants
Connecticut
$255K – – –
KA
662
Kovack Advisors
Florida
$255K +$241K +16,830 New
GWA
663
GGM Wealth Advisors
Maryland
$250K +$233K +16,254 New
TP
664
Tranquility Partners
Tennessee
$248K – – –
TCM
665
Tradewinds Capital Management
Washington
$246K -$2.99M -208,872 -93%
HWA
666
Heartwood Wealth Advisors
Virginia
$246K -$13K -906 -5%
MG
667
McCutchen Group
Washington
$243K – – –
CA
668
Cambridge Advisors
Nebraska
$240K – – –
MSR
669
Main Street Research
Connecticut
$237K +$223K +15,606 New
PFA
670
Plotkin Financial Advisors
Maryland
$236K – – –
RIS
671
Retirement Income Solutions
Michigan
$236K +$223K +15,588 New
GG
672
Gofen & Glossberg
Illinois
$236K +$223K +15,594 New
LB
673
Leo Brokerage
Texas
$235K +$222K +15,486 New
SI
674
Shaker Investments
Ohio
$234K +$7.64K +534 +4%
BWA
675
Beam Wealth Advisors
Louisiana
$233K +$220K +15,396 New
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