We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
651
FSM Wealth Advisors
Ohio
$562K +$590 +39 +0.1%
KJWM
652
Kiley Juergens Wealth Management
Washington
$561K +$1.32K +87 +0.2%
RGF
653
Retirement Guys Formula
Ohio
$554K -$45.3K -2,991 -8%
AFS
654
Annapolis Financial Services
Maryland
$550K
CIBC Private Wealth Group
655
CIBC Private Wealth Group
Georgia
$549K -$236K -15,624 -12%
PWA
656
Physician Wealth Advisors
Utah
$539K -$1.41K -93 -0.3%
SPP
657
Single Point Partners
Massachusetts
$534K
WFA
658
Wade Financial Advisory
California
$529K -$128K -8,466 -19%
SWP
659
Strategic Wealth Partners
Ohio
$521K
WFA
660
WestHill Financial Advisors
California
$517K +$86.2K +5,694 +20%
TWA
661
Trellis Wealth Advisors
California
$514K +$517K +34,128 New
MWM
662
Madison Wealth Management
Ohio
$510K +$513K +33,885 New
CIC
663
Carnegie Investment Counsel
Ohio
$509K +$28.2K +1,863 +6%
MCCP
664
Mission Creek Capital Partners
California
$508K -$11.6K -768 -2%
CA
665
Claro Advisors
Massachusetts
$506K +$61.7K +4,077 +14%
REMPR
666
Roof Eidam Maycock Peralta (REMP)
California
$504K -$40.4K -2,667 -7%
FCB
667
First County Bank
Connecticut
$504K +$507K +33,480 New
CFO
668
Collective Family Office
Pennsylvania
$497K -$200K -13,200 -29%
SIMG
669
Sonora Investment Management Group
Arizona
$496K +$210K +13,854 +72%
PFA
670
Plotkin Financial Advisors
Maryland
$494K
TWA
671
TCI Wealth Advisors
Arizona
$493K -$37.3K -2,463 -7%
AG
672
Ascent Group
Virginia
$491K +$10.2K +672 +2%
TFP
673
Tilia Fiduciary Partners
North Carolina
$487K -$6.54K -432 -1%
SFS
674
Security Financial Services
Indiana
$484K
BWFA
675
Baltimore-Washington Financial Advisors
Maryland
$484K