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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
801
Catalyst Financial Partners
Massachusetts
$836K -$103K -4,040 -11%
BWP
802
Bernardo Wealth Planning
Pennsylvania
$836K +$1.63K +64 +0.2%
FPAS
803
Focus Partners Advisor Solutions
Missouri
$835K -$229K -9,031 -22%
DIA
804
Dana Investment Advisors
Wisconsin
$831K +$59.2K +2,330 +8%
LF
805
LifePlan Financial
Minnesota
$830K -$59.3K -2,336 -7%
CFG
806
Citizens Financial Group
Rhode Island
$824K -$36.1K -1,422 -4%
DI
807
Disciplined Investors
Texas
$822K -$3.83K -151 -0.5%
PFBT
808
Parkside Financial Bank & Trust
Missouri
$817K +$1.37K +54 +0.2%
CWM
809
Chesapeake Wealth Management
Virginia
$816K -$13.3K -525 -2%
CA
810
Continuum Advisory
Idaho
$815K -$118K -4,635 -13%
SWM
811
Spire Wealth Management
Virginia
$806K +$305 +12 +0%
IPA
812
Investment Planning Advisors
Georgia
$806K +$1.37K +54 +0.2%
BA
813
Bridgewater Advisors
New York
$805K -$99.1K -3,903 -11%
AWM
814
Accurate Wealth Management
Florida
$804K -$89.5K -3,526 -10%
CWA
815
Crux Wealth Advisors
California
$802K -$76.3K -3,004 -9%
CFP
816
Cypress Financial Planning
New Jersey
$802K -$34.3K -1,351 -4%
FBB
817
Fulton Breakefield Broenniman
Maryland
$799K – – –
WP
818
WealthPLAN Partners
Nebraska
$799K -$2.69K -106 -0.3%
ATI
819
ARK & TLK Investments
Oklahoma
$798K -$3.12K -123 -0.4%
SPIA
820
Steward Partners Investment Advisory
New York
$796K +$85.2K +3,355 +12%
BFC
821
Bedel Financial Consulting
Indiana
$792K +$7.47K +294 +1%
TA
822
TrueWealth Advisors
Alabama
$784K – – –
GT
823
Greenleaf Trust
Michigan
$783K -$53.6K -2,112 -7%
TWM
824
Tanglewood Wealth Management
Texas
$770K – – –
SPP
825
Single Point Partners
Massachusetts
$766K -$20K -787 -3%
31 32
33
34 35