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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
751
Focus Partners Advisor Solutions
Missouri
$683K -$45.4K -2,085 -6%
FBB
752
Fulton Breakefield Broenniman
Maryland
$678K -$141K -6,450 -18%
TWM
753
Tanglewood Wealth Management
Texas
$677K -$8.04K -369 -1%
SAM
754
Smartleaf Asset Management
Massachusetts
$674K – – –
TA
755
TrueWealth Advisors
Alabama
$673K – – –
KA
756
Klingman & Associates
New York
$670K +$58.8K +2,700 +10%
BFC
757
Bedel Financial Consulting
Indiana
$667K -$3.27K -150 -0.5%
RIM
758
Rockbridge Investment Management
New York
$656K -$19.2K -882 -3%
TNA
759
True North Advisors
Texas
$655K +$196 +9 +0%
MAV
760
Mason & Associates (Virginia)
Virginia
$646K – – –
BWM
761
BlackDiamond Wealth Management
New York
$646K +$1.17M +53,838 +192%
WFA
762
WestHill Financial Advisors
California
$642K – – –
FTC
763
Farmers Trust Company
Ohio
$638K – – –
CCWM
764
Cassaday & Co Wealth Management
Virginia
$637K – – –
RWB
765
RMR Wealth Builders
New Jersey
$637K +$613K +28,146 New
SMC
766
Smith, Moore & Co
Missouri
$630K – – –
CICC
767
Capital Investment Counsel (Colorado)
Colorado
$628K -$207K -9,480 -25%
MOS
768
MGO One Seven
Ohio
$623K +$55.6K +2,550 +10%
GI
769
GS Investments
Minnesota
$620K +$1.96K +90 +0.3%
GF
770
Gries Financial
Ohio
$619K – – –
YAL
771
Your Advocates Ltd
Texas
$617K +$588 +27 +0.1%
AWA
772
Aaron Wealth Advisors
Illinois
$611K +$3.66K +168 +0.6%
CFP
773
Catalyst Financial Partners
Massachusetts
$606K – – –
SF
774
Safeguard Financial
Wisconsin
$605K +$3.07K +141 +0.5%
BHWM
775
Beaird Harris Wealth Management
Texas
$601K +$3.27K +150 +0.6%
29 30
31
32 33