We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
801
StoneX Group
New York
$1.01M -$76.4K -2,859 -7%
EK
802
Evensky & Katz
Florida
$1.01M -$8.84K -331 -0.9%
BIAS
803
Beacon Investment Advisory Services
New Jersey
$1.01M +$280K +10,488 +39%
SA
804
Stewardship Advisors
Pennsylvania
$1.01M -$23.1K -864 -2%
Clark Capital Management Group
805
Clark Capital Management Group
Pennsylvania
$1M +$426K +15,945 +75%
KWS
806
Keystone Wealth Services
California
$1M +$73.5K +2,753 +8%
SA
807
Sovran Advisors
California
$1M -$203K -7,611 -17%
PMFA
808
Plante Moran Financial Advisors
Michigan
$993K +$128K +4,799 +15%
Daymark Wealth Partners
809
Daymark Wealth Partners
Ohio
$991K +$78.1K +2,925 +9%
XTX Topco
810
XTX Topco
Cayman Islands
$990K +$557K +20,862 +131%
PK
811
Pflug Koory
Nebraska
$984K +$108K +4,026 +12%
SWA
812
Serenus Wealth Advisors
California
$978K +$12.8K +479 +1%
FA
813
FF Advisors
California
$974K – – –
PSB
814
Piscataqua Savings Bank
New Hampshire
$968K +$961K +35,983 New
MCP
815
Mirador Capital Partners
California
$966K -$56.2K -2,106 -6%
Smith Salley Wealth Management
816
Smith Salley Wealth Management
North Carolina
$964K +$33.6K +1,260 +4%
Steward Partners Investment Advisory
817
Steward Partners Investment Advisory
New York
$959K +$145K +5,415 +18%
WFS
818
Walker Financial Services
Kentucky
$958K -$11K -413 -1%
FCM
819
Firestone Capital Management
Florida
$958K -$236K -8,853 -20%
NWMG
820
National Wealth Management Group
Ohio
$955K -$15.2K -569 -2%
SAM
821
Summit Asset Management
Tennessee
$955K – – –
PWM
822
Praetorian Wealth Management
California
$952K -$22K -822 -2%
RIA
823
Regal Investment Advisors
Michigan
$952K +$84.1K +3,149 +10%
MSS
824
Mitchell Sinkler & Starr
Pennsylvania
$952K +$72.6K +2,720 +8%
HIG
825
Heritage Investment Group
Florida
$950K – – –