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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
676
Sowell Financial Services
Arkansas
$515K -$31.8K -1,815 -6%
DFA
677
DHJJ Financial Advisors
Illinois
$511K +$526 +30 +0.1%
HIC
678
Hartline Investment Corp
Illinois
$508K – – –
BWP
679
BSW Wealth Partners
Colorado
$507K -$23.7K -1,353 -4%
WPC
680
Wedmont Private Capital
Pennsylvania
$501K +$516K +29,388 New
BHWM
681
Beaird Harris Wealth Management
Texas
$485K +$1.68K +96 +0.3%
ML
682
Mayport LLC
Massachusetts
$484K +$2.84K +162 +0.6%
RIM
683
Rockbridge Investment Management
New York
$482K -$8.05K -459 -2%
ECM
684
Evergreen Capital Management
Washington
$481K -$18K -1,026 -3%
SF
685
Safeguard Financial
Wisconsin
$480K -$136K -7,725 -21%
OC
686
Oarsman Capital
Wisconsin
$479K – – –
WFA
687
WestHill Financial Advisors
California
$479K – – –
CIC
688
Carnegie Investment Counsel
Ohio
$478K +$37.2K +2,118 +8%
GHAM
689
Gilman Hill Asset Management
Connecticut
$473K -$34.6K -1,974 -7%
SMC
690
Smith, Moore & Co
Missouri
$470K – – –
SAS
691
SMI Advisory Services
Indiana
$469K +$474K +27,030 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$466K -$43.7K -2,493 -8%
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$465K -$75.8K -4,323 -14%
GIA
694
GHP Investment Advisors
Colorado
$464K +$2.95K +168 +0.6%
CCG
695
Cypress Capital Group
Florida
$464K -$13.7K -780 -3%
MWM
696
Madison Wealth Management
Ohio
$462K – – –
CCWM
697
Cassaday & Co Wealth Management
Virginia
$461K – – –
DWP
698
Destiny Wealth Partners
Florida
$461K – – –
H
699
HoyleCohen
California
$460K +$276K +15,741 +136%
MIM
700
Moseley Investment Management
Florida
$451K +$17.5K +999 +4%
26 27
28
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