We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
776
Bridgewater Advisors
New York
$751K +$48.1K +2,066 +6%
LF
777
LifePlan Financial
Minnesota
$750K +$35.7K +1,532 +5%
RIA
778
Regal Investment Advisors
Michigan
$748K +$39K +1,675 +5%
SSWM
779
Smith Salley Wealth Management
North Carolina
$748K +$789K +33,887 New
HGWM
780
Horst & Graben Wealth Management
Oregon
$747K -$116 -5 -0%
CIA
781
Covington Investment Advisors
Pennsylvania
$745K +$56.7K +2,435 +8%
CFP
782
Cascade Financial Partners
California
$743K +$13.5K +580 +2%
CIC
783
Carnegie Investment Counsel
Ohio
$739K +$21.3K +917 +3%
RFP
784
Root Financial Partners
California
$738K +$71.7K +3,079 +10%
CWA
785
Crux Wealth Advisors
California
$737K +$2.33K +100 +0.3%
FFO
786
Fiduciary Family Office
Florida
$733K +$772K +33,177 New
KJWM
787
Kiley Juergens Wealth Management
Washington
$729K -$56.9K -2,446 -7%
SF
788
Safeguard Financial
Wisconsin
$722K +$1.47K +63 +0.2%
KA
789
Klingman & Associates
New York
$719K +$133K +5,695 +21%
WPW
790
Watershed Private Wealth
Illinois
$714K -$23 -1 -0%
MOS
791
MGO One Seven
Ohio
$713K +$72K +3,092 +11%
SFS
792
Security Financial Services
Indiana
$711K – – –
PFBT
793
Parkside Financial Bank & Trust
Missouri
$709K +$768 +33 +0.1%
CWA
794
CM Wealth Advisors
Ohio
$709K – – –
APP
795
Avantax Planning Partners
Iowa
$704K -$16.3K -700 -2%
GT
796
Greenleaf Trust
Michigan
$703K -$78.9K -3,390 -10%
RW
797
Rede Wealth
Virginia
$702K – – –
DI
798
Disciplined Investors
Texas
$701K -$6.05K -260 -0.8%
CFP
799
Cypress Financial Planning
New Jersey
$701K -$93 -4 -0%
CWM
800
Chesapeake Wealth Management
Virginia
$699K – – –
30 31
32
33 34