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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
776
Delta Financial Group
New Jersey
$294K +$297K +19,608 New
PA
777
Parkside Advisors
California
$291K +$1.09K +72 +0.4%
IAM
778
Innovis Asset Management
Illinois
$290K +$292K +19,290 New
FCA
779
FinTrust Capital Advisors
South Carolina
$289K +$590 +39 +0.2%
PIM
780
Penobscot Investment Management
Massachusetts
$288K – – –
FMWA
781
Forvis Mazars Wealth Advisors
Missouri
$288K +$318 +21 +0.1%
GB
782
Goepper Burkhardt
South Carolina
$286K – – –
BWA
783
Beam Wealth Advisors
Louisiana
$285K +$58.9K +3,888 +26%
FC
784
Fusion Capital
South Carolina
$284K +$35.4K +2,340 +14%
MCP
785
Mirador Capital Partners
California
$284K +$9.63K +636 +3%
1IA
786
1834 Investment Advisors
Wisconsin
$283K +$285K +18,810 New
PK
787
Pflug Koory
Nebraska
$282K +$6.49K +429 +2%
JIC
788
Joel Isaacson & Co
New York
$282K – – –
HR
789
Howe & Rusling
New York
$282K +$31.8K +2,103 +13%
BOTW
790
Bank of the West
California
$281K – – –
FA
791
FC Advisory
Pennsylvania
$281K +$282K +18,654 New
C
792
CEDRUS
Colorado
$281K +$11.2K +741 +4%
CG
793
CFO4Life Group
Texas
$280K +$272 +18 +0.1%
C
794
CFO4Life
Texas
$280K +$282K +18,615 New
PCM
795
Parsons Capital Management
Rhode Island
$279K +$41.9K +2,766 +18%
OSAM
796
O'Shaughnessy Asset Management
Connecticut
$277K +$44.9K +2,967 +19%
BWP
797
Balboa Wealth Partners
Arizona
$274K -$9.04K -597 -3%
AL
798
ACAS LLC
California
$274K +$276K +18,216 New
CCM
799
Colorado Capital Management
Colorado
$274K -$2.09K -138 -0.7%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$273K +$275K +18,138 New
30 31
32
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