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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
726
Donor Advised Charitable Giving
California
$240K +$642 +36 +0.3%
BF
727
BOK Financial
Oklahoma
$239K +$246K +13,800 New
TIA
728
Tiemann Investment Advisors
California
$238K – – –
IAA
729
Independent Advisor Alliance
North Carolina
$238K +$8.24K +462 +3%
SIMM
730
Stillwater Investment Management (Minnesota)
Minnesota
$237K -$7.38K -414 -3%
BWM
731
BT Wealth Management
Georgia
$237K +$7.92K +444 +3%
MWM
732
MBE Wealth Management
Wisconsin
$236K – – –
SGK
733
Steigerwald Gordon & Koch
Virginia
$233K +$32.2K +1,806 +16%
CCG
734
Chatham Capital Group
Georgia
$231K – – –
EA
735
Elm Advisors
California
$228K – – –
FFWM
736
Future Financial Wealth Management
Ohio
$228K – – –
CT
737
Cambridge Trust
Massachusetts
$227K – – –
GW
738
GW & Wade
Massachusetts
$224K -$10.5K -588 -4%
GWM
739
Geneos Wealth Management
Colorado
$224K – – –
PAMG
740
Patton Albertson Miller Group
Tennessee
$222K +$8.03K +450 +4%
SIM
741
Sonora Investment Management
Arizona
$222K +$21.4K +1,200 +10%
RSWM
742
Robertson Stephens Wealth Management
California
$220K -$15.5K -870 -6%
CDIA
743
Capital Directions Investment Advisors
Georgia
$220K – – –
BP
744
BCK Partners
New York
$219K – – –
AIIMS
745
Analyst IMS Investment Management Services
Israel
$218K – – –
UB
746
UMB Bank
Missouri
$218K – – –
PMFA
747
Plante Moran Financial Advisors
Michigan
$217K +$107 +6 +0%
HCM
748
HM Capital Management
Missouri
$215K – – –
JLBC
749
J.L. Bainbridge & Co
Florida
$212K -$10.7K -600 -5%
ARIS
750
Advanced Research Investment Solutions
California
$208K – – –
28 29
30
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