We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Sims Investment Management
Ohio
$84.8M -$3.07M -114,340 -3%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$84.1M +$22.2M +825,948 +33%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$82.2M -$120K -4,458 -0.1%
BlackRock
54
BlackRock
New York
$82M +$54.4M +2,029,622 +174%
EWA
55
EP Wealth Advisors
California
$81.7M -$855K -31,889 -1%
HWM
56
HB Wealth Management
Georgia
$78.6M +$963K +35,898 +1%
Ameriprise
57
Ameriprise
Minnesota
$77M -$12.9M -480,209 -14%
CAAM
58
Cornerstone Advisors Asset Management
Pennsylvania
$76.8M +$2.11M +78,553 +3%
ACA
59
Aptus Capital Advisors
Alabama
$72.6M +$4.18M +155,720 +6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$72.5M +$2.61M +97,316 +4%
WANY
61
Wealthspire Advisors (New York)
New York
$72.4M +$175K +6,521 +0.2%
CAM
62
Cresset Asset Management
Illinois
$71.9M -$622K -23,170 -0.8%
JP Morgan Chase
63
JP Morgan Chase
New York
$71.6M +$8.75M +326,165 +13%
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$71.1M +$4.03M +150,206 +6%
FSAG
65
Financial Solutions Advisory Group
Illinois
$70.8M +$74M +2,760,441 New
BAAM
66
Baker Avenue Asset Management
California
$69.9M +$785K +29,251 +1%
JIP
67
Jaffetilchin Investment Partners
Florida
$66.1M +$171K +6,388 +0.2%
SAM
68
Standpoint Asset Management
Arizona
$65.7M -$2.5M -93,200 -4%
SC
69
Savant Capital
Illinois
$64.1M +$970K +36,176 +1%
BSB
70
Bangor Savings Bank
Maine
$62.2M -$1.25M -46,689 -2%
BFG
71
Berger Financial Group
Minnesota
$60.7M +$773K +28,815 +1%
SA
72
Scarborough Advisors
Maryland
$60.5M +$63.3M +2,359,231 New
NC
73
NewSquare Capital
Pennsylvania
$60.3M +$2.02M +75,152 +3%
LWMT
74
Legacy Wealth Management (Tennessee)
Tennessee
$58.5M +$2.07M +77,273 +4%
CI
75
CacheTech Inc
Utah
$57.9M -$1.16M -43,084 -2%