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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
751
Highland Capital Management (Tennessee)
Tennessee
$330K – – –
RPA
752
Rock Point Advisors
Vermont
$327K -$27.3K -1,476 -8%
RIM
753
Regent Investment Management
Kentucky
$327K +$3.33K +180 +1%
CPP
754
Capasso Planning Partners
South Carolina
$327K +$319K +17,262 New
CPA
755
Cardiff Park Advisors
California
$326K +$318K +17,196 New
VBFG
756
Vishria Bird Financial Group
Tennessee
$325K -$31.3K -1,692 -9%
GBT
757
Grove Bank & Trust
Florida
$325K – – –
TP
758
Tranquility Partners
Tennessee
$325K – – –
HGWM
759
Horst & Graben Wealth Management
Oregon
$325K +$1.11K +60 +0.4%
GC
760
Gratus Capital
Georgia
$324K +$43.3K +2,346 +16%
CGFA
761
Colton Groome Financial Advisors
North Carolina
$322K – – –
RSWM
762
Robertson Stephens Wealth Management
California
$322K +$78.8K +4,266 +34%
SPIA
763
Steward Partners Investment Advisory
New York
$322K +$125K +6,768 +66%
BWA
764
Beam Wealth Advisors
Louisiana
$320K -$16.6K -900 -5%
NFC
765
Northeast Financial Consultants
Connecticut
$319K – – –
CIAS
766
Capital Investment Advisory Services
North Carolina
$318K +$6.1K +330 +2%
RCA
767
Riverview Capital Advisers
Massachusetts
$316K +$307K +16,638 New
BAM
768
Bellevue Asset Management
Washington
$313K – – –
GVAG
769
Great Valley Advisor Group
Delaware
$313K – – –
ECM
770
Evergreen Capital Management
Washington
$309K +$111 +6 +0%
GA
771
Gateway Advisory
New Jersey
$307K +$18.8K +1,020 +7%
SAA
772
Southeast Asset Advisors
Georgia
$306K -$176K -9,504 -37%
CT
773
Cambridge Trust
Massachusetts
$303K +$53.4K +2,892 +22%
ASI
774
Advisory Services & Investments
Oregon
$300K – – –
RTS
775
Round Table Services
New Jersey
$300K +$9.98K +540 +4%
29 30
31
32 33