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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
Parkside Advisors
California
$325K – – –
PMFA
777
Plante Moran Financial Advisors
Michigan
$321K +$2.63K +150 +0.8%
GB
778
Goepper Burkhardt
South Carolina
$320K – – –
RFP
779
Root Financial Partners
California
$319K +$579 +33 +0.2%
GWM
780
GSB Wealth Management
Connecticut
$317K -$118K -6,726 -26%
PK
781
Pflug Koory
Nebraska
$316K – – –
CG
782
CFO4Life Group
Texas
$315K +$263 +15 +0.1%
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$313K +$7.68K +438 +2%
MA
784
Modus Advisors
Minnesota
$311K -$51.2K -2,916 -14%
WA
785
Wealth Advisors
California
$307K +$320K +18,219 New
RW
786
Regimen Wealth
Georgia
$307K +$1.21K +69 +0.4%
HI
787
Hudock Inc
Pennsylvania
$307K +$316 +18 +0.1%
SCA
788
Stonebridge Capital Advisors
Minnesota
$306K – – –
PTB
789
Pioneer Trust Bank
Oregon
$304K – – –
MCM
790
Morton Capital Management
California
$303K +$44.2K +2,517 +16%
CCP
791
Carmel Capital Partners
California
$302K -$85.5K -4,875 -21%
PFA
792
Pathway Financial Advisors
Vermont
$301K +$38.6K +2,202 +14%
FC
793
Fusion Capital
South Carolina
$300K -$5.26K -300 -2%
VBFG
794
Vishria Bird Financial Group
Tennessee
$299K -$3.21K -183 -1%
PCM
795
Palouse Capital Management
Washington
$297K -$55K -3,135 -15%
AL
796
ACAS LLC
California
$296K -$12K -684 -4%
ABC
797
Associated Banc-Corp
Wisconsin
$295K – – –
NFC
798
Northeast Financial Consultants
Connecticut
$294K – – –
RLWM
799
RF&L Wealth Management
Massachusetts
$294K – – –
FMII
800
Farmers & Merchants Investments Inc
Nebraska
$294K +$18.7K +1,065 +7%
30 31
32
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