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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
701
Wade Financial Advisory
California
$753K – – –
GKWIM
702
Gerber Kawasaki Wealth & Investment Management
California
$753K +$4.53K +219 +0.6%
VFG
703
Victory Financial Group
Texas
$753K +$726K +35,145 New
KWS
704
Keystone Wealth Services
California
$743K +$2.98K +144 +0.4%
FFA
705
Fragasso Financial Advisors
Pennsylvania
$739K -$5.02K -243 -0.7%
EWA
706
EverSource Wealth Advisors
Alabama
$736K +$61.5K +2,976 +10%
TWA
707
Trellis Wealth Advisors
California
$731K – – –
XF
708
XML Financial
Maryland
$730K – – –
CFP
709
Cypress Financial Planning
New Jersey
$729K +$89.1K +4,314 +15%
CIC
710
Carnegie Investment Counsel
Ohio
$727K +$1.12K +54 +0.2%
HGWM
711
Horst & Graben Wealth Management
Oregon
$725K +$216K +10,464 +45%
IIC
712
Ironwood Investment Counsel
Arizona
$724K – – –
RIS
713
Retirement Income Solutions
Michigan
$716K -$65K -3,144 -9%
CFP
714
Cascade Financial Partners
California
$714K -$39.7K -1,923 -5%
FFO
715
Fiduciary Family Office
Florida
$711K – – –
CCM
716
Carlson Capital Management
Minnesota
$708K -$352K -17,052 -34%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$704K – – –
CIA
718
Cape Investment Advisory
Georgia
$703K -$6.01K -291 -0.9%
BAM
719
Belpointe Asset Management
Nevada
$698K +$673K +32,571 New
DWA
720
Delap Wealth Advisory
Oregon
$692K +$668K +32,334 New
FPAS
721
Focus Partners Advisor Solutions
Missouri
$691K -$15.7K -759 -2%
CWA
722
CM Wealth Advisors
Ohio
$690K -$32.9K -1,593 -5%
SFS
723
Security Financial Services
Indiana
$689K – – –
WPW
724
Watershed Private Wealth
Illinois
$687K – – –
RW
725
Rede Wealth
Virginia
$681K +$657K +31,782 New
27 28
29
30 31