We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
676
CM Wealth Advisors
Ohio
$607K +$99 +6 +0%
NSG
677
Nalls Sherbakoff Group
Tennessee
$605K – – –
PWA
678
Physician Wealth Advisors
Utah
$600K +$1.54K +93 +0.3%
PVI
679
Pine Valley Investments
New Jersey
$599K -$29.4K -1,782 -5%
TWM
680
Tanglewood Wealth Management
Texas
$597K +$72.8K +4,410 +15%
TFP
681
Tilia Fiduciary Partners
North Carolina
$596K +$7.83K +474 +1%
TWA
682
Trellis Wealth Advisors
California
$596K – – –
BFC
683
Bedel Financial Consulting
Indiana
$595K +$87.7K +5,310 +18%
FFA
684
Farther Finance Advisors
California
$592K -$195K -11,817 -26%
WPW
685
Watershed Private Wealth
Illinois
$573K – – –
BIAS
686
Beacon Investment Advisory Services
New Jersey
$570K +$46.5K +2,814 +9%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$567K -$77.9K -4,716 -13%
SFS
688
Sowell Financial Services
Arkansas
$565K +$118K +7,143 +28%
SFS
689
Security Financial Services
Indiana
$562K – – –
SEIA
690
Signature Estate & Investment Advisors
California
$558K +$313K +18,942 +145%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$556K -$94.7K -5,736 -15%
AG
692
Ascent Group
Virginia
$553K -$22.1K -1,341 -4%
FCB
693
First County Bank
Connecticut
$551K -$24.8K -1,500 -5%
BWP
694
BSW Wealth Partners
Colorado
$548K -$9.66K -585 -2%
GS
695
GTS Securities
Florida
$542K +$513K +31,053 New
IWP
696
IAG Wealth Partners
Wisconsin
$529K +$22.1K +1,338 +5%
DFA
697
DHJJ Financial Advisors
Illinois
$529K +$495 +30 +0.1%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$526K -$5.3K -321 -1%
HIC
699
Hartline Investment Corp
Illinois
$526K -$19.8K -1,200 -4%
GHAM
700
Gilman Hill Asset Management
Connecticut
$524K -$177K -10,719 -26%
26 27
28
29 30