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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
701
James J. Burns & Company
New York
$323K +$359K +22,869 New
RWA
702
River Wealth Advisors
Pennsylvania
$321K -$186K -11,832 -34%
HWA
703
Heartwood Wealth Advisors
Virginia
$321K +$357K +22,731 New
PAM
704
Private Asset Management
California
$320K – – –
CA
705
Cambridge Advisors
Nebraska
$319K +$116K +7,410 +49%
APW
706
Austin Private Wealth
Texas
$317K -$74.2K -4,728 -17%
BCM
707
BTR Capital Management
California
$313K – – –
IWA
708
Intercontinental Wealth Advisors
Texas
$309K +$6.97K +444 +2%
HHGA
709
Halbert Hargrove Global Advisors
California
$307K – – –
SSWM
710
Smith Salley Wealth Management
North Carolina
$299K +$333K +21,210 New
GA
711
Geller Advisors
New York
$298K +$55.5K +3,540 +20%
LC
712
LCNB Corp
Ohio
$298K +$331K +21,126 New
GC
713
Gratus Capital
Georgia
$297K +$330K +21,015 New
DADC
714
D.A. Davidson & Co
Montana
$296K -$4.75K -303 -1%
IF
715
Intrua Financial
Texas
$291K -$77K -4,908 -19%
AIM
716
AHL Investment Management
Florida
$291K – – –
SB
717
Strategic Blueprint
Georgia
$290K -$45.4K -2,892 -12%
MFG
718
Merit Financial Group
Georgia
$289K -$7.81K -498 -2%
FPW
719
Flagship Private Wealth
Massachusetts
$289K – – –
CA
720
Calton & Associates
Florida
$288K -$1.91M -121,605 -86%
MCA
721
MSH Capital Advisors
Arizona
$287K +$1.36K +87 +0.4%
ACM
722
Armbruster Capital Management
New York
$285K – – –
SIMG
723
Sonora Investment Management Group
Arizona
$285K – – –
QCG
724
Quadrant Capital Group
Ohio
$283K -$43.8K -2,790 -12%
PP
725
Patten & Patten
Tennessee
$283K -$23.5K -1,500 -7%
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