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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
G
651
Gainplan
Michigan
$876K +$20.2K +1,026 +2%
JCM
652
Jacobsen Capital Management
Utah
$871K -$137K -6,939 -14%
BWA
653
Beam Wealth Advisors
Louisiana
$866K +$2.24K +114 +0.3%
AWA
654
Arete Wealth Advisors
Illinois
$865K -$29.5K -1,500 -3%
FWI
655
Facet Wealth Inc
Maryland
$864K -$113K -5,730 -12%
NFW
656
Noble Family Wealth
Florida
$864K – – –
CA
657
Cambridge Advisors
Nebraska
$857K +$4.43K +225 +0.5%
OFG
658
Orcam Financial Group
California
$856K +$118 +6 +0%
FWA
659
FSM Wealth Advisors
Ohio
$854K -$52.3K -2,658 -6%
CPA
660
Capital Performance Advisors
California
$852K +$9.86K +501 +1%
CA
661
Claro Advisors
Massachusetts
$850K +$1.36K +69 +0.2%
MWA
662
Martel Wealth Advisors
Washington
$845K -$6.91K -351 -0.9%
GAM
663
Garrison Asset Management
Arkansas
$845K -$47.4K -2,406 -6%
ECM
664
Evergreen Capital Management
Washington
$843K +$4.02K +204 +0.5%
MIP
665
Marietta Investment Partners
Wisconsin
$837K +$12.6K +642 +2%
FBB
666
Fulton Breakefield Broenniman
Maryland
$835K +$211K +10,695 +36%
OWMIAS
667
One Wealth Management Investment & Advisory Services
Florida
$829K +$1.48K +75 +0.2%
REMPR
668
Roof Eidam Maycock Peralta (REMP)
California
$813K – – –
RSWA
669
Robinson Smith Wealth Advisors
Maine
$808K -$123K -6,240 -14%
OC
670
Oarsman Capital
Wisconsin
$800K -$193K -9,780 -20%
PCM
671
Parsons Capital Management
Rhode Island
$797K +$228K +11,598 +43%
TW
672
Transform Wealth
Colorado
$794K -$6.85K -348 -0.9%
KPWS
673
Kestra Private Wealth Services
Texas
$790K -$57.7K -2,931 -7%
SPIS
674
Steward Partners Investment Solutions
Oregon
$789K +$750K +38,121 New
CICC
675
Capital Investment Counsel (Colorado)
Colorado
$784K +$181K +9,210 +32%
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