We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
51
Financial Consulate
Maryland
$32.8M +$10.1M +824,928 +47%
WP
52
WealthSource Partners
California
$32.3M +$22M +1,793,628 +245%
CMP
53
Courage Miller Partners
Virginia
$31.4M +$187K +15,288 +0.6%
CCA
54
Clearwater Capital Advisors
Illinois
$31.3M +$10.4M +851,022 +53%
CFIA
55
Cantor Fitzgerald Investment Advisors
New York
$31M -$272K -22,230 -0.9%
AAMA
56
Advanced Asset Management Advisors
Ohio
$30.9M
AIP
57
Almanack Investment Partners
Pennsylvania
$28.5M +$5.42M +442,320 +25%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$27.8M +$319K +26,058 +1%
AA
59
Ancora Advisors
Ohio
$26.4M +$385K +31,428 +2%
JIC
60
Johnson Investment Counsel
Ohio
$26M +$41.8K +3,414 +0.2%
AFS
61
Access Financial Services
Minnesota
$25.7M -$418K -34,104 -2%
M&T Bank
62
M&T Bank
New York
$25.6M +$39.9M +3,256,398 +9,692%
PFM
63
Parsec Financial Management
North Carolina
$25.5M +$4.09M +333,408 +20%
WCWM
64
Wooster Corthell Wealth Management
Connecticut
$25.2M +$12.3K +1,002 +0.1%
TCM
65
Tradewinds Capital Management
Washington
$24.7M +$14.7M +1,200,576 +165%
Morgan Stanley
66
Morgan Stanley
New York
$24.6M -$9.56M -780,150 -29%
Ameriprise
67
Ameriprise
Minnesota
$24.6M +$769K +62,778 +3%
AP
68
Appleton Partners
Massachusetts
$24.4M +$1.49M +121,746 +7%
BWA
69
BlueSky Wealth Advisors
North Carolina
$24.4M +$19.1K +1,560 +0.1%
FWM
70
Filbrandt Wealth Management
Wisconsin
$24M +$23M +1,874,400 New
BA
71
Bristlecone Advisors
Washington
$23.9M -$4.67M -380,712 -17%
AIA
72
Arcadia Investment Advisors
Idaho
$23.7M -$1.13M -91,968 -5%
BC
73
Burleson & Co
California
$23.7M -$642K -52,380 -3%
AWM
74
Apollon Wealth Management
South Carolina
$22.9M +$304K +24,816 +1%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$22.3M +$804K +65,622 +4%