We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
776
Horst & Graben Wealth Management
Oregon
$484K +$532 +27 +0.1%
BMM
777
Berkshire Money Management
Massachusetts
$477K +$454K +23,070 New
NEPWA
778
New England Private Wealth Advisors
Massachusetts
$477K +$1.18K +60 +0.3%
WJWM
779
Williams Jones Wealth Management
New York
$476K +$4.19K +213 +0.9%
PAM
780
Pegasus Asset Management
New York
$473K -$1.18K -60 -0.3%
TBC
781
Ted Buchan & Co
California
$473K
PA
782
Parkside Advisors
California
$470K
PP
783
Patten & Patten
Tennessee
$470K -$59.9K -3,042 -12%
DFG
784
Delta Financial Group
New Jersey
$470K +$141K +7,158 +46%
First Manhattan
785
First Manhattan
New York
$467K +$47.4K +2,406 +12%
PWS
786
Precision Wealth Strategies
Missouri
$462K -$2.32M -118,065 -84%
CW
787
CreativeOne Wealth
Kansas
$458K +$435K +22,119 New
WN
788
Williams & Novak
California
$458K
MCCP
789
Mission Creek Capital Partners
California
$457K -$26.1K -1,326 -6%
SW
790
SVB Wealth
Massachusetts
$457K +$5.49K +279 +1%
AWM
791
Accurate Wealth Management
Florida
$456K -$352K -17,883 -43%
DFA
792
DHJJ Financial Advisors
Illinois
$455K -$23.6K -1,197 -5%
MLA
793
My Legacy Advisors
Oregon
$454K -$245K -12,429 -36%
HFS
794
Heritage Financial Services
Massachusetts
$453K
TA
795
TrueWealth Advisors
Alabama
$452K
MPCA
796
Madison Park Capital Advisors
Washington
$451K +$13.7K +696 +3%
RGF
797
Retirement Guys Formula
Ohio
$450K -$61.1K -3,102 -12%
EP
798
Edgestream Partners
New Jersey
$448K +$212K +10,782 +99%
AP
799
Aspect Partners
Virginia
$447K
1IA
800
1834 Investment Advisors
Wisconsin
$446K