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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
801
Lesa Sroufe & Co
Washington
$446K -$5.14K -261 -1%
BTI
802
Blue Trust Inc
Georgia
$446K -$354K -17,970 -45%
MCM
803
Morton Capital Management
California
$443K -$5.02K -255 -1%
AWM
804
Aspire Wealth Management
Massachusetts
$441K – – –
GA
805
GoalVest Advisory
New York
$441K – – –
MWA
806
Motive Wealth Advisors
Michigan
$439K – – –
FTC
807
Farmers Trust Company
Ohio
$438K – – –
LC
808
LCNB Corp
Ohio
$437K – – –
MP
809
McDonald Partners
Ohio
$435K – – –
CFO
810
Collective Family Office
Pennsylvania
$434K – – –
P
811
&Partners
Tennessee
$434K +$159K +8,082 +63%
EFL
812
ERn Financial LLC
Wisconsin
$430K +$886 +45 +0.2%
PMFA
813
Plante Moran Financial Advisors
Michigan
$430K +$3.96K +201 +1%
DBIA
814
Dumont & Blake Investment Advisors
New Jersey
$428K +$407K +20,667 New
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K -$2.95K -150 -0.7%
AIM
816
AHL Investment Management
Florida
$427K – – –
DP
817
DDD Partners
Washington
$425K -$5.55K -282 -1%
TWA
818
TCI Wealth Advisors
Arizona
$422K -$694K -35,238 -63%
ACM
819
Argent Capital Management
Missouri
$421K -$6.12M -310,734 -94%
LWMNY
820
Landmark Wealth Management (New York)
New York
$414K -$13.8K -699 -3%
QC
821
Quadrature Capital
United Kingdom
$409K +$389K +19,770 New
HWA
822
Heartwood Wealth Advisors
Virginia
$408K -$68.6K -3,486 -15%
RFP
823
Root Financial Partners
California
$407K +$591 +30 +0.2%
BRIA
824
Balanced Rock Investment Advisors
Massachusetts
$406K -$4.96K -252 -1%
AWM
825
Aprio Wealth Management
Georgia
$405K +$385K +19,560 New
31 32
33
34 35