We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
751
Merit Financial Group
Georgia
$326K +$17.1K +1,131 +6%
IWA
752
Intercontinental Wealth Advisors
Texas
$325K -$4.81K -318 -1%
GWM
753
Gray Wealth Management
Maine
$322K -$63.9K -4,224 -17%
SSWM
754
Smith Salley Wealth Management
North Carolina
$319K
WPW
755
Watershed Private Wealth
Illinois
$318K +$320K +21,138 New
Baird Financial Group
756
Baird Financial Group
Wisconsin
$318K +$44.9K +2,967 +16%
LC
757
LCNB Corp
Ohio
$318K
GA
758
Geller Advisors
New York
$317K
AIM
759
Acropolis Investment Management
Missouri
$311K -$202K -13,350 -39%
AIM
760
AHL Investment Management
Florida
$311K
SB
761
Strategic Blueprint
Georgia
$309K
BAM
762
Belpointe Asset Management
Nevada
$309K -$2.11M -139,677 -87%
IIC
763
Ironwood Investment Counsel
Arizona
$309K +$311K +20,535 New
TCMP
764
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K +$31.4K +2,076 +11%
FPW
765
Flagship Private Wealth
Massachusetts
$308K
ACM
766
Armbruster Capital Management
New York
$304K
IAA
767
Independent Advisor Alliance
North Carolina
$303K -$70K -4,623 -19%
LCM
768
Liberty Capital Management
Michigan
$302K +$304K +20,091 New
OPWM
769
Oxinas Partners Wealth Management
Indiana
$302K +$304K +20,058 New
NEPWA
770
New England Private Wealth Advisors
Massachusetts
$301K +$302K +19,980 New
SG
771
StoneX Group
New York
$300K +$30.8K +2,037 +11%
CIA
772
Capital Investment Advisors
Georgia
$299K +$53.7K +3,546 +22%
AIA
773
Armor Investment Advisors
North Carolina
$297K
EFL
774
ERn Financial LLC
Wisconsin
$296K +$954 +63 +0.3%
QCM
775
Quantinno Capital Management
New York
$295K +$296K +19,584 New