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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
801
Joule Financial
Kentucky
$944K -$149K -5,555 -13%
PWM
802
Praetorian Wealth Management
California
$944K +$1.05K +39 +0.1%
ECM
803
Evergreen Capital Management
Washington
$941K -$340K -12,683 -26%
MSS
804
Mitchell Sinkler & Starr
Pennsylvania
$938K +$32.2K +1,200 +3%
AIA
805
Alternative Investment Advisors
Florida
$937K -$74.2K -2,765 -7%
CCC
806
Compass Capital Corp
Massachusetts
$934K +$14.2K +529 +2%
SWA
807
Serenus Wealth Advisors
California
$932K – – –
BIAS
808
Beacon Investment Advisory Services
New Jersey
$931K -$31.2K -1,162 -3%
KPWS
809
Kestra Private Wealth Services
Texas
$928K -$66.2K -2,466 -6%
HGWM
810
Horst & Graben Wealth Management
Oregon
$924K -$28K -1,042 -3%
PSB
811
Piscataqua Savings Bank
New Hampshire
$922K – – –
SPIA
812
Steward Partners Investment Advisory
New York
$920K +$5.88K +219 +0.6%
SSWM
813
Smith Salley Wealth Management
North Carolina
$917K -$1.64K -61 -0.2%
PEA
814
Park Edge Advisors
Ohio
$914K -$80.3K -2,994 -8%
RIA
815
Regal Investment Advisors
Michigan
$913K +$6.54K +244 +0.7%
WFS
816
Walker Financial Services
Kentucky
$912K -$402 -15 -0%
NWMG
817
National Wealth Management Group
Ohio
$910K -$751 -28 -0.1%
SAM
818
Summit Asset Management
Tennessee
$910K – – –
MOS
819
MGO One Seven
Ohio
$908K +$257K +9,562 +37%
IPA
820
Investment Planning Advisors
Georgia
$907K +$127K +4,738 +15%
HIG
821
Heritage Investment Group
Florida
$905K – – –
DSC
822
Daytona Street Capital
Missouri
$900K +$2.39K +89 +0.3%
TA
823
Tactive Advisors
Florida
$893K +$126K +4,695 +16%
MIP
824
Marietta Investment Partners
Wisconsin
$888K -$120K -4,482 -11%
CWA
825
Carolina Wealth Advisors
South Carolina
$887K -$99.9K -3,725 -10%
31 32
33
34 35