We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5L
51
55I LLC
Massachusetts
$34.6M +$22.5M +1,691,172 +192%
AWMG
52
Alliance Wealth Management Group
New Jersey
$34.2M -$1.45M -109,164 -4%
TCM
53
Towercrest Capital Management
Pennsylvania
$34.2M -$1.45M -109,164 -4%
FWM
54
Filbrandt Wealth Management
Wisconsin
$34.2M +$4.7M +353,670 +16%
MTC
55
Matrix Trust Company
Colorado
$33.7M +$286K +21,552 +0.9%
RA
56
Riversedge Advisors
Delaware
$32.3M +$1.66M +125,082 +5%
BPA
57
Beacon Pointe Advisors
California
$31.2M +$391K +29,448 +1%
CMP
58
Courage Miller Partners
Virginia
$30.4M +$80 +6 +0%
FWM
59
Frontier Wealth Management
Missouri
$29.5M -$1.01M -76,104 -3%
AA
60
Ancora Advisors
Ohio
$29.3M -$2.12M -159,636 -7%
Bank of America
61
Bank of America
North Carolina
$28.6M -$1.77M -133,338 -6%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$27.9M -$489K -36,822 -2%
BCI
63
Brinker Capital Investments
Pennsylvania
$27.2M +$26.9M +2,026,026 New
Morgan Stanley
64
Morgan Stanley
New York
$26.4M +$3.06M +229,956 +13%
JIP
65
Jaffetilchin Investment Partners
Florida
$26.1M +$3.71M +279,090 +17%
JIC
66
Johnson Investment Counsel
Ohio
$26M +$106K +7,968 +0.4%
BO
67
BRR OpCo
Ohio
$25.9M +$595K +44,790 +2%
BMM
68
Buffington Mohr McNeal
Idaho
$25.8M +$400K +30,090 +2%
AIA
69
Arcadia Investment Advisors
Idaho
$24.5M -$597K -44,940 -2%
MI
70
Moneywise Inc
Virginia
$24.2M +$312K +23,448 +1%
OWM
71
Orgel Wealth Management
Wisconsin
$23.9M -$879K -66,138 -4%
CG
72
Colony Group
Massachusetts
$23.3M -$169K -12,708 -0.7%
IAS
73
IMA Advisory Services
Colorado
$23.1M -$458K -34,446 -2%
AAMA
74
Advanced Asset Management Advisors
Ohio
$22.7M
PAG
75
Pinnacle Advisory Group
Maryland
$22.3M +$1.47M +110,898 +7%