We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$10.2M +$32.5K +3,738 +0.3%
DWM
52
Destination Wealth Management
California
$9.77M +$5.15M +592,590 +117%
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$9.23M +$8.79M +1,012,062 New
CWM
54
Cabot Wealth Management
Massachusetts
$8.82M +$1.31M +150,516 +18%
SWA
55
Sutton Wealth Advisors
Florida
$8.69M +$292K +33,594 +4%
Ameriprise
56
Ameriprise
Minnesota
$8.36M +$321K +37,008 +4%
SJIM
57
St. Johns Investment Management
Florida
$8.23M +$897K +103,230 +13%
BC
58
Brinker Capital
Pennsylvania
$8.1M +$7.92M +912,486 New
VAS
59
Valicenti Advisory Services
New York
$7.66M +$790K +91,020 +12%
BFG
60
Bouchey Financial Group
New York
$7.32M -$564K -64,998 -7%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.31M +$4.97M +572,160 +228%
LPL Financial
62
LPL Financial
California
$7.21M +$1.01M +116,310 +17%
Mariner
63
Mariner
Kansas
$7.17M +$1.18M +136,266 +20%
AA
64
Ancora Advisors
Ohio
$6.71M +$6.57M +756,234 New
MFS
65
Monetta Financial Services
Illinois
$6.39M
OWM
66
Orgel Wealth Management
Wisconsin
$6.32M +$603K +69,420 +11%
ADL
67
Asset Dedication LLC
California
$6.27M +$423K +48,708 +7%
JIC
68
Johnson Investment Counsel
Ohio
$5.88M +$2.06M +237,390 +56%
DPA
69
Delphi Private Advisors
California
$5.87M -$14.1K -1,626 -0.2%
PAG
70
Pinnacle Advisory Group
Maryland
$5.23M +$1.56M +179,514 +44%
MWM
71
MinichMacGregor Wealth Management
New York
$5.16M +$57.1K +6,576 +1%
Morgan Stanley
72
Morgan Stanley
New York
$4.99M +$326K +37,512 +7%
PFC
73
Phocas Financial Corp
California
$4.99M +$4.88M +561,750 New
SBL
74
Sargent Bickham Lagudis
Colorado
$4.88M +$2.53M +291,414 +113%
NIC
75
Northwest Investment Counselors
Oregon
$4.85M +$167K +19,284 +4%