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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
651
Fusion Capital
South Carolina
$348K – – –
SW
652
SteelPeak Wealth
California
$343K +$87.1K +4,884 +33%
SEIA
653
Signature Estate & Investment Advisors
California
$341K +$53.7K +3,012 +18%
SAG
654
Spotlight Asset Group
Illinois
$339K -$21.4K -1,200 -6%
ESB
655
Essex Savings Bank
Connecticut
$338K +$330K +18,504 New
EFL
656
ERn Financial LLC
Wisconsin
$337K +$3.21K +180 +0.9%
ACM
657
AlphaStar Capital Management
North Carolina
$337K +$327K +18,354 New
MCP
658
Mirador Capital Partners
California
$336K -$2.25K -126 -0.6%
CWS
659
Cypress Wealth Services
California
$334K -$71.6K -4,014 -17%
CCM
660
Colorado Capital Management
Colorado
$334K – – –
PIM
661
Penobscot Investment Management
Massachusetts
$334K +$6.42K +360 +2%
AL
662
ACAS LLC
California
$331K -$14.7K -822 -4%
GB
663
Goepper Burkhardt
South Carolina
$329K – – –
PCM
664
Palouse Capital Management
Washington
$328K -$17.2K -966 -5%
VBFG
665
Vishria Bird Financial Group
Tennessee
$327K +$12.7K +714 +4%
RPA
666
Rock Point Advisors
Vermont
$325K -$64.2K -3,600 -16%
JIC
667
Joel Isaacson & Co
New York
$325K – – –
SG
668
Swarthmore Group
Pennsylvania
$323K – – –
KA
669
Kovack Advisors
Florida
$320K +$749 +42 +0.2%
EWM
670
Evercore Wealth Management
New York
$319K – – –
DADC
671
D.A. Davidson & Co
Montana
$312K -$24.3K -1,362 -7%
CTC
672
Central Trust Company
Missouri
$312K – – –
SWIG
673
Strategic Wealth Investment Group
Kentucky
$308K +$4.49K +252 +1%
BWA
674
Beam Wealth Advisors
Louisiana
$308K +$6.1K +342 +2%
NHC
675
Nicholas Hoffman & Company
Georgia
$305K +$24.9K +1,398 +9%
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27
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