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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
801
Kings Point Capital Management
New York
$12K +$376 +24 +3%
GI
802
Gradient Investments
Minnesota
$11K -$25.4K -1,620 -71%
APWA
803
Atlas Private Wealth Advisors
New Jersey
$11K +$5.73K +366 +109%
ACA
804
Atlas Capital Advisors
Wyoming
$10.4K – – –
AWM
805
Aberdeen Wealth Management
Illinois
$10K -$3.29K -210 -26%
HCM
806
Horrell Capital Management
Arkansas
$10K – – –
SWM
807
Selective Wealth Management
Virginia
$10K – – –
DAM
808
Delta Asset Management
Tennessee
$10K +$9.4K +600 New
MAM
809
Marquette Asset Management
Minnesota
$10K +$10.2K +654 New
LDFR
810
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
CG
811
Cutler Group
California
$9K +$9.4K +600 New
GAM
812
Gemmer Asset Management
California
$7K -$4.32K -276 -39%
CFGS
813
Concourse Financial Group Securities
Alabama
$7K – – –
SCA
814
Stonebridge Capital Advisors
Minnesota
$6K +$6.11K +390 New
FWM
815
Focused Wealth Management
New York
$5K – – –
TLFA
816
True Link Financial Advisors
California
$5K – – –
BWL
817
Bogart Wealth LLC
Virginia
$5K +$4.7K +300 New
DWMG
818
DB Wealth Management Group
California
$5K +$4.79K +306 New
FCB
819
First Command Bank
Texas
$5K +$5.36K +342 New
FCFS
820
First Command Financial Services
Texas
$5K +$5.36K +342 New
COCM
821
Charter Oak Capital Management
New Hampshire
$4K -$1.32K -84 -27%
IPW
822
IronBridge Private Wealth
Texas
$4K – – –
GFPC
823
Global Financial Private Client
Florida
$3.11K – – –
GEA
824
Glen Eagle Advisors
New Jersey
$2.5K – – –
AWM
825
Atticus Wealth Management
Florida
$2K -$21.6K -1,380 -93%
31 32
33
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