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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
S
651
SignatureFD
Georgia
$441K +$35.5K +2,190 +8%
CA
652
Claro Advisors
Massachusetts
$440K +$165K +10,209 +53%
MIM
653
Moseley Investment Management
Florida
$433K +$169K +10,443 +56%
TWM
654
Thrive Wealth Management
Pennsylvania
$430K -$217K -13,377 -32%
DWM
655
Dakota Wealth Management
Florida
$429K +$3.6K +222 +0.8%
OC
656
Oarsman Capital
Wisconsin
$428K +$972 +60 +0.2%
WFA
657
WestHill Financial Advisors
California
$426K – – –
OCM
658
Orser Capital Management
Texas
$424K +$1.94K +120 +0.4%
MMA
659
Miracle Mile Advisors
California
$419K -$54.8K -3,384 -11%
BDF
660
Balasa Dinverno & Foltz
$419K +$47.7K +2,943 +12%
BFC
661
Bedel Financial Consulting
Indiana
$418K – – –
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$418K +$8.75K +540 +2%
IWN
663
Independent Wealth Network
Iowa
$417K +$53K +3,273 +13%
MG
664
Mather Group
Illinois
$416K +$97 +6 +0%
GF
665
Gries Financial
Ohio
$407K – – –
APW
666
Austin Private Wealth
Texas
$405K -$146K -9,018 -25%
TA
667
TrueWealth Advisors
Alabama
$404K +$208K +12,825 +90%
EW
668
Evoke Wealth
California
$402K – – –
EA
669
Evolution Advisers
Virginia
$399K – – –
BIAS
670
Beacon Investment Advisory Services
New Jersey
$393K +$19.4K +1,200 +5%
AA
671
Advisory Alpha
Michigan
$392K -$181K -11,181 -30%
SCA
672
Stillwater Capital Advisors
Pennsylvania
$390K – – –
GIA
673
GHP Investment Advisors
Colorado
$390K +$972 +60 +0.2%
MIC
674
Means Investment Company
Maine
$389K -$63.2K -3,900 -13%
CW
675
CreativeOne Wealth
Kansas
$385K +$25.1K +1,551 +6%
25 26
27
28 29