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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
726
Carolina Wealth Advisors
South Carolina
$1.11M -$4.17M -164,124 -80%
RPGK
727
Retirement Planning Group (Kansas)
Kansas
$1.1M -$6.91K -272 -0.6%
OFG
728
Orcam Financial Group
California
$1.1M +$102 +4 +0%
PFA
729
Petra Financial Advisors
Colorado
$1.09M -$143K -5,637 -12%
LKIM
730
Lawson Kroeker Investment Management
Nebraska
$1.09M – – –
CCWM
731
Cassaday & Co Wealth Management
Virginia
$1.08M +$4.19K +165 +0.4%
NFW
732
Noble Family Wealth
Florida
$1.08M – – –
SG
733
StoneX Group
New York
$1.07M +$12.3K +485 +1%
TCM
734
Twele Capital Management
Minnesota
$1.06M -$48.5K -1,909 -5%
FTUS
735
Flow Traders U.S.
New York
$1.06M +$1.02M +40,326 New
LEFP
736
Leading Edge Financial Planning
Tennessee
$1.06M -$32.1K -1,263 -3%
OWCM
737
One Wealth Capital Management
Arizona
$1.06M -$25 -1 -0%
JCM
738
Jacobsen Capital Management
Utah
$1.05M -$40.4K -1,592 -4%
BWA
739
Beam Wealth Advisors
Louisiana
$1.05M -$127 -5 -0%
AIA
740
Alternative Investment Advisors
Florida
$1.05M +$72.2K +2,844 +8%
RSWA
741
Robinson Smith Wealth Advisors
Maine
$1.05M -$27.8K -1,094 -3%
NEAM
742
New England Asset Management
Connecticut
$1.05M +$1.01M +39,675 New
AFG
743
Atomi Financial Group
New York
$1.04M -$59K -2,322 -6%
AT
744
American Trust
Kentucky
$1.04M +$1,000K +39,365 New
VFG
745
Victory Financial Group
Texas
$1.03M +$80.2K +3,160 +9%
PCM
746
Park Capital Management
Wisconsin
$1.03M -$17.1K -675 -2%
PEA
747
Park Edge Advisors
Ohio
$1.03M -$17.7K -696 -2%
JWBC
748
John W. Brooker & Co
California
$1.02M +$220K +8,677 +29%
CWA
749
Cura Wealth Advisors
Illinois
$1.02M – – –
FTC
750
Farmers Trust Company
Ohio
$1.02M -$19.5K -768 -2%
28 29
30
31 32