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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$28K – – –
LB
702
Legacy Bridge
Iowa
$27K – – –
CAAS
703
Capital Asset Advisory Services
Michigan
$26K – – –
HFRG
704
Houlihan Financial Resource Group
Virginia
$26K +$24.6K +1,848 New
TF
705
TimeScale Financial
Massachusetts
$24K +$23.9K +1,800 New
IRAG
706
Investment Research & Advisory Group
Georgia
$22K – – –
HWM
707
HighMark Wealth Management
Minnesota
$22K +$159 +12 +0.7%
JWM
708
Jeppson Wealth Management
California
$22K +$21.9K +1,650 New
WCG
709
Weaver Consulting Group
California
$20K – – –
SWM
710
Selective Wealth Management
Virginia
$18K -$8.77K -660 -33%
AWM
711
Atticus Wealth Management
Florida
$18K +$797 +60 +5%
FHA
712
Flagship Harbor Advisors
Massachusetts
$16K -$12.1K -912 -43%
PGAM
713
Princeton Global Asset Management
New Jersey
$16K +$80 +6 +0.5%
JHCP
714
Jackson Hole Capital Partners
Oklahoma
$12K +$319 +24 +3%
OAJ
715
Ogorek Anthony Joseph
New York
$11K – – –
AAP
716
Arax Advisory Partners
Colorado
$10K -$26.1K -1,962 -72%
HCM
717
Horrell Capital Management
Arkansas
$8K – – –
LDFR
718
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$7K – – –
BWL
720
Bogart Wealth LLC
Virginia
$6K – – –
PFO
721
Pathstone Family Office
New Jersey
$6K – – –
CWM
722
Cedar Wealth Management
California
$4K – – –
CFGS
723
Concourse Financial Group Securities
Alabama
$3K – – –
GEA
724
Glen Eagle Advisors
New Jersey
$2.1K – – –
CMA
725
Cedar Mountain Advisors
Oregon
$2K – – –
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