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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
701
Balentine LLC
Georgia
$17K -$12.7K -1,038 -44%
CFG
702
Citizens Financial Group
Rhode Island
$16K +$3.75K +306 +34%
EWM
703
Edge Wealth Management
New York
$15K – – –
CBT
704
Capital Bank & Trust
California
$12K – – –
JHCP
705
Jackson Hole Capital Partners
Oklahoma
$12K – – –
WFMPM
706
Woodley Farra Manion Portfolio Management
Indiana
$12K +$11.1K +906 New
KC
707
Knuff & Co
California
$10K – – –
CAL
708
Capital Advisors Ltd
Ohio
$10K +$10K +816 New
ACA
709
Atlas Capital Advisors
Wyoming
$8.29K – – –
FHA
710
Flagship Harbor Advisors
Massachusetts
$8K – – –
HCM
711
Horrell Capital Management
Arkansas
$8K – – –
LDFR
712
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
OPS
713
Orion Portfolio Solutions
Nebraska
$8K +$7.5K +612 New
1NWS
714
1 North Wealth Services
Maryland
$5K – – –
SCA
715
Stonebridge Capital Advisors
Minnesota
$5K – – –
CFGS
716
Concourse Financial Group Securities
Alabama
$3K -$7.58K -618 -74%
TFO
717
Tarbox Family Office
California
$3K +$74 +6 +3%
ME
718
McIlrath & Eck
Washington
$3K +$2.5K +204 +1,133%
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$3K +$2.94K +240 New
WT
720
Whittier Trust
California
$2K -$3.38K -276 -65%
MAM
721
Marquette Asset Management
Minnesota
$2K – – –
CCMW
722
Cypress Capital Management (Wyoming)
Wyoming
$2K +$1.84K +150 New
GEA
723
Glen Eagle Advisors
New Jersey
$2K – – –
AF
724
Allworth Financial
California
$1K – – –
TFGT
725
TS Financial Group (TSFG)
Illinois
$1K – – –
27 28
29
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