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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
801
Bridgewater Advisors
New York
$744K -$1.49M -63,981 -67%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$744K -$21K -899 -3%
QCM
803
QRG Capital Management
Illinois
$743K +$5.03K +216 +0.7%
DI
804
Disciplined Investors
Texas
$738K +$746K +32,020 New
HR
805
Howe & Rusling
New York
$737K +$262K +11,244 +55%
RW
806
Rede Wealth
Virginia
$737K – – –
CFP
807
Cypress Financial Planning
New Jersey
$736K -$54.6K -2,342 -7%
APW
808
Austin Private Wealth
Texas
$734K -$32.6K -1,399 -4%
CWM
809
Chesapeake Wealth Management
Virginia
$734K -$4.89K -210 -0.7%
AFG
810
Atomi Financial Group
New York
$731K +$362K +15,543 +97%
CCM
811
Carlson Capital Management
Minnesota
$728K – – –
WP
812
Westmount Partners
California
$727K +$471K +20,229 +182%
SAM
813
Silvercrest Asset Management
New York
$727K +$731K +31,365 New
CIA
814
Covington Investment Advisors
Pennsylvania
$726K +$8.79K +377 +1%
HFS
815
Heritage Financial Services
Massachusetts
$725K +$218K +9,366 +43%
BFC
816
Bedel Financial Consulting
Indiana
$724K +$16.7K +717 +2%
GKWIM
817
Gerber Kawasaki Wealth & Investment Management
California
$724K -$90.2K -3,870 -11%
CP
818
Capital Planning
Washington
$723K +$186 +8 +0%
ATI
819
ARK & TLK Investments
Oklahoma
$714K – – –
IAA
820
Independent Advisor Alliance
North Carolina
$711K +$406K +17,421 +132%
WPC
821
Wedmont Private Capital
Pennsylvania
$709K +$256 +11 +0%
SPP
822
Single Point Partners
Massachusetts
$708K +$712K +30,548 New
RFP
823
Root Financial Partners
California
$704K +$230K +9,876 +48%
FBB
824
Fulton Breakefield Broenniman
Maryland
$702K +$6.92K +297 +1%
WP
825
WealthPLAN Partners
Nebraska
$698K -$1.38M -59,148 -66%
31 32
33
34 35