We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$46.9M -$16.8M -1,106,703 -26%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$46.6M -$102K -6,738 -0.2%
Morgan Stanley
53
Morgan Stanley
New York
$44.1M -$6.93M -457,617 -14%
LWMT
54
Legacy Wealth Management (Tennessee)
Tennessee
$41.9M +$39.6M +2,615,583 +1,574%
PRS
55
Pinkerton Retirement Specialists
Idaho
$39.8M +$26M +1,715,919 +185%
JIC
56
Johnson Investment Counsel
Ohio
$39.3M -$648K -42,810 -2%
JIP
57
Jaffetilchin Investment Partners
Florida
$39.2M +$5.01M +331,023 +15%
CST
58
Charles Schwab Trust
Nevada
$38.8M +$25.3M +1,674,099 +185%
IA
59
IFP Advisors
Florida
$38.6M -$916K -60,513 -3%
AWMG
60
Alliance Wealth Management Group
New Jersey
$38.3M +$317K +20,964 +0.8%
TCM
61
Towercrest Capital Management
Pennsylvania
$38.3M +$317K +20,964 +0.8%
LFG
62
Leverty Financial Group
Wisconsin
$37.5M +$37.7M +2,490,918 New
VNA
63
Valley National Advisers
Pennsylvania
$36.8M +$2.27M +150,012 +7%
DWM
64
Destination Wealth Management
California
$35.6M +$21.2M +1,400,697 +145%
Truist Financial
65
Truist Financial
North Carolina
$35.3M -$2.31M -152,889 -6%
CF
66
Cantor Fitzgerald
New York
$34.4M +$6.92M +457,392 +25%
SAM
67
Standpoint Asset Management
Arizona
$34.2M +$34.4M +2,272,800 New
AF
68
Allworth Financial
California
$33.8M -$578K -38,184 -2%
BFG
69
Berger Financial Group
Minnesota
$33.7M +$60.5K +3,996 +0.2%
RA
70
Riversedge Advisors
Delaware
$33.5M -$254K -16,791 -0.7%
CMP
71
Courage Miller Partners
Virginia
$32.7M +$33.1K +2,187 +0.1%
BMM
72
Buffington Mohr McNeal
Idaho
$31.7M +$7.76K +513 +0%
FC
73
Financial Consulate
Maryland
$31.5M -$307K -20,271 -1%
IAS
74
IMA Advisory Services
Colorado
$30M +$7.13K +471 +0%
AA
75
Ashford Advisors
New York
$30M +$3.63M +239,883 +14%