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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
701
HRT Financial
New York
$816K -$474K -21,750 -38%
EWA
702
EverSource Wealth Advisors
Alabama
$815K +$47.1K +2,163 +6%
SWM
703
Spire Wealth Management
Virginia
$812K -$64.1K -2,940 -8%
OFG
704
Oxford Financial Group
Indiana
$807K – – –
SAM
705
Summit Asset Management
Tennessee
$802K – – –
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$802K -$443K -20,337 -36%
KJWM
707
Kiley Juergens Wealth Management
Washington
$801K +$2.48K +114 +0.3%
OP
708
ORG Partners
Indiana
$798K -$59.2K -2,715 -7%
LIM
709
Lathrop Investment Management
Arkansas
$797K +$369K +16,926 +92%
WFA
710
Wade Financial Advisory
California
$796K – – –
RA
711
RFG Advisory
Alabama
$795K -$58.2K -2,673 -7%
GKWIM
712
Gerber Kawasaki Wealth & Investment Management
California
$794K -$1.63K -75 -0.2%
KWS
713
Keystone Wealth Services
California
$787K +$2.03K +93 +0.3%
VVP
714
Venture Visionary Partners
Ohio
$782K -$289K -13,278 -28%
XF
715
XML Financial
Maryland
$773K +$1.7K +78 +0.2%
TWA
716
Trellis Wealth Advisors
California
$772K – – –
CFP
717
Cypress Financial Planning
New Jersey
$771K +$1.11K +51 +0.1%
HGWM
718
Horst & Graben Wealth Management
Oregon
$766K – – –
IIC
719
Ironwood Investment Counsel
Arizona
$765K +$850 +39 +0.1%
FTUS
720
Flow Traders U.S.
New York
$760K +$732K +33,597 New
RIS
721
Retirement Income Solutions
Michigan
$756K – – –
FFA
722
Fragasso Financial Advisors
Pennsylvania
$752K -$26.7K -1,224 -4%
FFO
723
Fiduciary Family Office
Florida
$750K – – –
APW
724
Austin Private Wealth
Texas
$748K +$60.1K +2,757 +9%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$746K +$2.48K +114 +0.3%
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30 31