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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
801
Root Financial Partners
California
$330K +$312K +18,882 New
PK
802
Pflug Koory
Nebraska
$327K – – –
JIC
803
Joel Isaacson & Co
New York
$327K – – –
CG
804
CFO4Life Group
Texas
$326K +$248 +15 +0.1%
SG
805
StoneX Group
New York
$325K +$5.1K +309 +2%
GWP
806
Gateway Wealth Partners
Wisconsin
$322K +$304K +18,417 New
OSAM
807
O'Shaughnessy Asset Management
Connecticut
$321K +$1.14K +69 +0.4%
RIA
808
Retirement Investment Advisors
Oklahoma
$321K +$303K +18,378 New
AL
809
ACAS LLC
California
$318K +$99 +6 +0%
HI
810
Hudock Inc
Pennsylvania
$317K +$347 +21 +0.1%
SCA
811
Stonebridge Capital Advisors
Minnesota
$317K +$277K +16,782 +1,221%
RW
812
Regimen Wealth
Georgia
$317K +$1.09K +66 +0.4%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$317K – – –
FC
814
Fusion Capital
South Carolina
$315K +$892 +54 +0.3%
PTB
815
Pioneer Trust Bank
Oregon
$314K – – –
VBFG
816
Vishria Bird Financial Group
Tennessee
$312K – – –
PP
817
Patten & Patten
Tennessee
$312K +$40.6K +2,457 +16%
TRIA
818
Trail Ridge Investment Advisors
Colorado
$312K +$295K +17,856 New
TP
819
Tranquility Partners
Tennessee
$311K – – –
ABC
820
Associated Banc-Corp
Wisconsin
$305K – – –
NFC
821
Northeast Financial Consultants
Connecticut
$304K +$10.6K +642 +4%
RLWM
822
RF&L Wealth Management
Massachusetts
$304K – – –
HCMT
823
Highland Capital Management (Tennessee)
Tennessee
$304K – – –
CFO
824
Collective Family Office
Pennsylvania
$301K +$1.73K +105 +0.6%
WCM
825
Weik Capital Management
Pennsylvania
$300K -$7.43K -450 -3%
31 32
33
34 35