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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
801
SageView Advisory Group
California
$293K -$208K -13,239 -42%
HI
802
Hudock Inc
Pennsylvania
$293K +$519 +33 +0.2%
CSPIA
803
Cary Street Partners Investment Advisory
Virginia
$292K – – –
RW
804
Regimen Wealth
Georgia
$291K +$5.52K +351 +2%
FC
805
Fusion Capital
South Carolina
$290K -$13.6K -867 -5%
PTB
806
Pioneer Trust Bank
Oregon
$290K – – –
VBFG
807
Vishria Bird Financial Group
Tennessee
$289K -$7.87M -500,118 -97%
FCA
808
FinTrust Capital Advisors
South Carolina
$289K – – –
TP
809
Tranquility Partners
Tennessee
$287K – – –
CF
810
Centaurus Financial
California
$286K +$1.37K +87 +0.5%
WCM
811
Weik Capital Management
Pennsylvania
$284K -$7.08K -450 -2%
PIM
812
Penobscot Investment Management
Massachusetts
$284K -$24.1K -1,530 -8%
ABC
813
Associated Banc-Corp
Wisconsin
$282K – – –
RLWM
814
RF&L Wealth Management
Massachusetts
$281K +$2.36K +150 +0.9%
HCMT
815
Highland Capital Management (Tennessee)
Tennessee
$281K – – –
BWM
816
BlackDiamond Wealth Management
New York
$280K -$428K -27,189 -61%
DIS
817
Diversified Investment Strategies
Louisiana
$278K +$271K +17,247 New
CFO
818
Collective Family Office
Pennsylvania
$276K -$250K -15,900 -48%
RCA
819
Riverview Capital Advisers
Massachusetts
$274K +$897 +57 +0.3%
BBA
820
Braun-Bostich & Associates
Pennsylvania
$273K +$9.82K +624 +4%
MBTD
821
Mechanics Bank - Trust Department
California
$272K – – –
HIM
822
Harbour Investment Management
Washington
$272K – – –
NFC
823
Northeast Financial Consultants
Connecticut
$271K – – –
VIA
824
Vident Investment Advisory
Georgia
$270K – – –
RWA
825
Redhawk Wealth Advisors
Minnesota
$267K -$8.88K -564 -3%
31 32
33
34 35