We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
726
Nations Financial Group
Iowa
$649K -$77.9K -4,434 -11%
MLA
727
My Legacy Advisors
Oregon
$647K +$2.21K +126 +0.4%
IIC
728
Ironwood Investment Counsel
Arizona
$647K -$13.6K -774 -2%
SPW
729
Sonoma Private Wealth
California
$645K +$603K +34,314 New
TWM
730
Tanglewood Wealth Management
Texas
$644K +$4.32K +246 +0.7%
TWA
731
Trellis Wealth Advisors
California
$642K
TFP
732
Tilia Fiduciary Partners
North Carolina
$641K -$1.95K -111 -0.3%
FFO
733
Fiduciary Family Office
Florida
$624K +$583K +33,177 New
PVI
734
Pine Valley Investments
New Jersey
$620K -$316 -18 -0.1%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$618K +$6.9K +393 +1%
SPP
736
Single Point Partners
Massachusetts
$617K -$30.5K -1,737 -5%
SFS
737
Security Financial Services
Indiana
$605K
CWA
738
CM Wealth Advisors
Ohio
$604K
BFC
739
Bedel Financial Consulting
Indiana
$599K -$18.9K -1,077 -3%
NB
740
NBT Bank
New York
$595K +$556K +31,671 New
FFA
741
Fragasso Financial Advisors
Pennsylvania
$590K +$2.48K +141 +0.5%
AG
742
Ascent Group
Virginia
$590K -$21.2K -1,209 -4%
ATI
743
ARK & TLK Investments
Oklahoma
$588K +$550K +31,302 New
Citadel Advisors
744
Citadel Advisors
Florida
$587K +$484K +27,585 +761%
AR
745
Apeiron RIA
Texas
$582K +$543K +30,936 New
QCM
746
QRG Capital Management
Illinois
$580K +$173K +9,840 +47%
FA
747
FSA Advisors
Michigan
$580K +$542K +30,849 New
FCB
748
First County Bank
Connecticut
$572K -$5.27K -300 -1%
FPAS
749
Focus Partners Advisor Solutions
Missouri
$568K -$10.9K -618 -2%
HIC
750
Hartline Investment Corp
Illinois
$566K