We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SNPAM
726
St. Nicholas Private Asset Management
Florida
$1.06M +$2.78K +123 +0.3%
FWCM
727
Ferguson Wellman Capital Management
Oregon
$1.06M -$182K -8,032 -16%
QCM
728
QRG Capital Management
Illinois
$1.06M +$192K +8,511 +25%
VBFG
729
Vishria Bird Financial Group
Tennessee
$1.04M -$21.8K -966 -2%
MCWS
730
McKinley Carter Wealth Services
West Virginia
$1.04M -$543 -24 -0.1%
TCM
731
Twele Capital Management
Minnesota
$1.03M -$39.9K -1,764 -4%
RPGK
732
Retirement Planning Group (Kansas)
Kansas
$1.03M -$73.6K -3,255 -7%
AFG
733
Atomi Financial Group
New York
$1.02M +$172K +7,599 +22%
OFG
734
Orcam Financial Group
California
$1.02M +$113 +5 +0%
JCM
735
Jacobsen Capital Management
Utah
$1.01M +$701 +31 +0.1%
LEFP
736
Leading Edge Financial Planning
Tennessee
$1.01M +$4K +177 +0.4%
CPA
737
Capital Performance Advisors
California
$1.01M -$279K -12,348 -23%
LKIM
738
Lawson Kroeker Investment Management
Nebraska
$1.01M +$934K +41,328 New
NFW
739
Noble Family Wealth
Florida
$1,000K – – –
CCWM
740
Cassaday & Co Wealth Management
Virginia
$997K +$10.8K +477 +1%
RSWA
741
Robinson Smith Wealth Advisors
Maine
$997K +$39.6K +1,752 +4%
AAS
742
Ameritas Advisory Services
Nebraska
$990K -$602K -26,633 -40%
FPAS
743
Focus Partners Advisor Solutions
Missouri
$984K +$139K +6,163 +18%
OWCM
744
One Wealth Capital Management
Arizona
$980K +$23 +1 +0%
SG
745
StoneX Group
New York
$978K +$70.6K +3,122 +8%
BWA
746
Beam Wealth Advisors
Louisiana
$972K -$7.33K -324 -0.8%
PEA
747
Park Edge Advisors
Ohio
$971K -$108K -4,755 -11%
PCM
748
Park Capital Management
Wisconsin
$970K -$32.8K -1,449 -4%
FTC
749
Farmers Trust Company
Ohio
$963K – – –
KPWS
750
Kestra Private Wealth Services
Texas
$960K +$20.3K +898 +2%
28 29
30
31 32