We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
676
CM Wealth Advisors
Ohio
$483K
BWP
677
BSW Wealth Partners
Colorado
$481K +$114K +7,563 +31%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$480K -$1.32K -87 -0.3%
HWMA
679
Heritage Wealth Management (Arizona)
Arizona
$480K +$190K +12,558 +65%
TWM
680
Thrive Wealth Management
Pennsylvania
$477K +$62.1K +4,101 +15%
CA
681
CGN Advisors
Kansas
$475K +$5.58K +369 +1%
SAG
682
SageView Advisory Group
California
$473K +$476K +31,419 New
HIC
683
Hartline Investment Corp
Illinois
$471K +$474K +31,314 New
Natixis Advisors
684
Natixis Advisors
Massachusetts
$466K -$34.6K -2,289 -7%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$458K
HFS
686
Heritage Financial Services
Massachusetts
$456K +$155K +10,221 +51%
Cetera Investment Advisers
687
Cetera Investment Advisers
Illinois
$456K -$4.48M -295,800 -91%
DFA
688
DHJJ Financial Advisors
Illinois
$455K +$545 +36 +0.1%
BMM
689
Berkshire Money Management
Massachusetts
$454K -$26.6K -1,755 -5%
TWM
690
Tanglewood Wealth Management
Texas
$449K +$13K +858 +3%
Koshinski Asset Management
691
Koshinski Asset Management
Illinois
$446K +$102K +6,714 +29%
MMA
692
Miracle Mile Advisors
California
$446K +$41.1K +2,718 +10%
BFC
693
Bedel Financial Consulting
Indiana
$441K -$11.3K -744 -2%
SPC
694
Stewart & Patten Company
California
$436K -$12.1K -798 -3%
OC
695
Oarsman Capital
Wisconsin
$433K
RIM
696
Rockbridge Investment Management
New York
$433K +$3.04K +201 +0.7%
ML
697
Mayport LLC
Massachusetts
$430K -$49.1K -3,246 -10%
CCG
698
Cypress Capital Group
Florida
$426K +$126K +8,310 +42%
TCM
699
Tradewinds Capital Management
Washington
$423K +$21.7K +1,434 +5%
JJBC
700
James J. Burns & Company
New York
$421K +$77.6K +5,124 +22%