We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMAI
676
Capital Management Associates Inc
Minnesota
$1.62M -$340K -12,728 -17%
VCM
677
Virtue Capital Management
Tennessee
$1.59M +$1.34M +49,997 +562%
FCP
678
Fidelis Capital Partners
Florida
$1.59M +$1.57M +58,944 New
EA
679
Evolution Advisers
Virginia
$1.58M +$83.5K +3,126 +6%
BMCM
680
Bryn Mawr Capital Management
Pennsylvania
$1.58M – – –
HT
681
Heritage Trust
Oklahoma
$1.57M -$433K -16,229 -22%
AMIM
682
Aull & Monroe Investment Management
Alabama
$1.57M +$43.7K +1,636 +3%
Badgley Phelps Wealth Managers
683
Badgley Phelps Wealth Managers
Washington
$1.56M -$20.3K -760 -1%
IFS
684
Ifrah Financial Services
Arkansas
$1.55M -$59K -2,209 -4%
TPI
685
Trust Point Inc
Wisconsin
$1.54M +$129K +4,843 +9%
Glenmede Trust
686
Glenmede Trust
Pennsylvania
$1.54M +$1.53M +57,177 New
Kingsview Wealth Management
687
Kingsview Wealth Management
Oregon
$1.54M +$64.8K +2,425 +4%
LA
688
Lifeworks Advisors
Michigan
$1.53M -$523K -19,574 -26%
PWPS
689
Pinnacle Wealth Planning Services
Ohio
$1.52M -$59.3K -2,220 -4%
AIA
690
AssuredPartners Investment Advisors
Florida
$1.52M +$1.17M +43,725 +344%
FAG
691
Fortitude Advisory Group
Washington
$1.52M +$48.7K +1,825 +3%
GG
692
GenWealth Group
New Jersey
$1.51M -$46.1K -1,728 -3%
BIM
693
Breakwater Investment Management
Washington
$1.5M -$118K -4,428 -7%
CCFM
694
Clear Creek Financial Management
Washington
$1.5M -$20.2K -755 -1%
Focus Partners Advisor Solutions
695
Focus Partners Advisor Solutions
Missouri
$1.5M +$656K +24,575 +79%
TFP
696
Tilia Fiduciary Partners
North Carolina
$1.49M -$27.6K -1,032 -2%
KIA
697
KCM Investment Advisors
California
$1.49M – – –
RWM
698
Revisor Wealth Management
Ohio
$1.47M -$247K -9,265 -15%
TYCC
699
Texas Yale Capital Corp
Florida
$1.47M +$1.71K +64 +0.1%
SSW
700
Stone Summit Wealth
Florida
$1.47M -$66.3K -2,484 -4%