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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
801
Harbour Investment Management
Washington
$254K – – –
PCM
802
Palouse Capital Management
Washington
$253K -$74.4K -4,200 -23%
WW
803
Westshore Wealth
California
$253K +$744 +42 +0.3%
CWA
804
Clarity Wealth Advisors
California
$251K -$372 -21 -0.1%
MAG
805
Mayfair Advisory Group
Alabama
$251K – – –
MG
806
McCutchen Group
Washington
$250K – – –
EAM
807
Empirical Asset Management
Massachusetts
$248K – – –
BF
808
BOK Financial
Oklahoma
$247K -$91.9K -5,190 -27%
SIMM
809
Stillwater Investment Management (Minnesota)
Minnesota
$244K -$3.61K -204 -1%
MWM
810
MBE Wealth Management
Wisconsin
$244K – – –
CWP
811
Capital Wealth Planning
Florida
$244K +$241K +13,602 New
BSI
812
Bennett Selby Investments
Maine
$243K +$239K +13,524 New
SW
813
SVB Wealth
Massachusetts
$242K -$294K -16,599 -55%
CCMG
814
Clark Capital Management Group
Pennsylvania
$241K – – –
RWB
815
RMR Wealth Builders
New Jersey
$239K +$235K +13,287 New
VBWMG
816
Von Berge Wealth Management Group
California
$238K +$5.15K +291 +2%
EA
817
Elm Advisors
California
$236K – – –
SPIA
818
Steward Partners Investment Advisory
New York
$235K -$68.6K -3,873 -23%
TIA
819
Tiemann Investment Advisors
California
$235K -$2.65K -150 -1%
FFWM
820
Future Financial Wealth Management
Ohio
$233K – – –
WA
821
Wealth Architects
California
$232K -$4.62K -261 -2%
MCM
822
Morton Capital Management
California
$231K – – –
GHAM
823
Gilman Hill Asset Management
Connecticut
$231K -$42.8K -2,415 -16%
M
824
MOTCO
Texas
$231K – – –
GWM
825
Geneos Wealth Management
Colorado
$230K -$13.4K -756 -6%
31 32
33
34 35