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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
801
Evensky & Katz
Florida
$1.01M -$8.84K -331 -0.9%
BIAS
802
Beacon Investment Advisory Services
New Jersey
$1.01M +$280K +10,488 +39%
SA
803
Stewardship Advisors
Pennsylvania
$1.01M -$23.1K -864 -2%
CCMG
804
Clark Capital Management Group
Pennsylvania
$1M +$426K +15,945 +75%
KWS
805
Keystone Wealth Services
California
$1M +$73.5K +2,753 +8%
SA
806
Sovran Advisors
California
$1M -$203K -7,611 -17%
PMFA
807
Plante Moran Financial Advisors
Michigan
$993K +$128K +4,799 +15%
DWP
808
Daymark Wealth Partners
Ohio
$991K +$78.1K +2,925 +9%
XT
809
XTX Topco
Cayman Islands
$990K +$557K +20,862 +131%
PK
810
Pflug Koory
Nebraska
$984K +$108K +4,026 +12%
SWA
811
Serenus Wealth Advisors
California
$978K +$12.8K +479 +1%
FA
812
FF Advisors
California
$974K – – –
PSB
813
Piscataqua Savings Bank
New Hampshire
$968K +$961K +35,983 New
MCP
814
Mirador Capital Partners
California
$966K -$56.2K -2,106 -6%
SSWM
815
Smith Salley Wealth Management
North Carolina
$964K +$33.6K +1,260 +4%
SPIA
816
Steward Partners Investment Advisory
New York
$959K +$145K +5,415 +18%
WFS
817
Walker Financial Services
Kentucky
$958K -$11K -413 -1%
FCM
818
Firestone Capital Management
Florida
$958K -$236K -8,853 -20%
NWMG
819
National Wealth Management Group
Ohio
$955K -$15.2K -569 -2%
SAM
820
Summit Asset Management
Tennessee
$955K – – –
PWM
821
Praetorian Wealth Management
California
$952K -$22K -822 -2%
RIA
822
Regal Investment Advisors
Michigan
$952K +$84.1K +3,149 +10%
MSS
823
Mitchell Sinkler & Starr
Pennsylvania
$952K +$72.6K +2,720 +8%
HIG
824
Heritage Investment Group
Florida
$950K – – –
MMA
825
Miracle Mile Advisors
California
$943K +$558K +20,911 +148%
31 32
33
34 35