We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Versant Capital Management
Arizona
$48K -$319K -17,904 -87%
BWM
802
Baystate Wealth Management
Massachusetts
$48K – – –
BFEC
803
Benjamin F. Edwards & Company
Missouri
$48K – – –
FF
804
FourThought Financial
Florida
$45K -$749 -42 -2%
GG
805
Gleason Group
Kentucky
$42K +$107 +6 +0.2%
TCWA
806
Ten Capital Wealth Advisors
Washington
$40K +$8.13K +456 +25%
FP
807
Financial Perspectives
Minnesota
$36.4K – – –
CIA
808
Choate Investment Advisors
Massachusetts
$36K -$18.9K -1,062 -34%
BWP
809
Baldwin Wealth Partners
Massachusetts
$36K – – –
JWM
810
Jackson Wealth Management
Florida
$35K -$441K -24,744 -5%
CAAS
811
Capital Asset Advisory Services
Michigan
$33K -$40.3K -2,262 -54%
DI
812
Disciplined Investments
Oklahoma
$33K – – –
EI
813
Ellevest Inc
New York
$33K +$34.3K +1,926 New
PA
814
PSI Advisors
Florida
$31K +$32.3K +1,812 New
IRAG
815
Investment Research & Advisory Group
Georgia
$29K – – –
GKWIM
816
Gerber Kawasaki Wealth & Investment Management
California
$29K +$30.2K +1,692 New
HWM
817
HighMark Wealth Management
Minnesota
$28K +$107 +6 +0.4%
GI
818
Gradient Investments
Minnesota
$28K +$17.1K +960 +144%
PCFFS
819
Pacific Center for Financial Services
California
$28K +$29K +1,626 New
CWM
820
Cedar Wealth Management
California
$27K +$2.67K +150 +11%
APW
821
Acima Private Wealth
Virginia
$23K – – –
SAM
822
Strategic Asset Management
Minnesota
$23K +$22.9K +1,284 New
TFM
823
TFC Financial Management
Massachusetts
$22K – – –
PGAM
824
Princeton Global Asset Management
New Jersey
$22K +$107 +6 +0.5%
TF
825
TimeScale Financial
Massachusetts
$18K – – –
31 32
33
34 35