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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
826
Capital Directions Investment Advisors
Georgia
$228K – – –
AIIMS
827
Analyst IMS Investment Management Services
Israel
$226K – – –
CFG
828
Carter Financial Group
Illinois
$224K +$221K +12,462 New
HCM
829
HM Capital Management
Missouri
$223K – – –
PAMG
830
Patton Albertson Miller Group
Tennessee
$219K -$10.7K -603 -5%
HWA
831
Heartwood Wealth Advisors
Virginia
$218K -$52.3K -2,952 -20%
RWA
832
Redhawk Wealth Advisors
Minnesota
$217K -$171K -9,651 -44%
LW
833
Linscomb Wealth
Texas
$217K -$1.01K -57 -0.5%
PMFA
834
Plante Moran Financial Advisors
Michigan
$216K – – –
ARIS
835
Advanced Research Investment Solutions
California
$215K – – –
SL
836
Summitry LLC
California
$215K +$212K +11,970 New
FM
837
Foster & Motley
Ohio
$214K +$211K +11,910 New
FEG
838
Fund Evaluation Group
Ohio
$213K – – –
SW
839
SteelPeak Wealth
California
$207K -$47.8K -2,700 -19%
RF
840
Robbins Farley
New Hampshire
$207K +$1.06K +60 +0.5%
BSSFA
841
Baron Silver Stevens Financial Advisors
Florida
$207K +$204K +11,544 New
WA
842
Winfield Associates
Ohio
$206K -$53 -3 -0%
GP
843
Girard Partners
Pennsylvania
$205K – – –
WJWM
844
Williams Jones Wealth Management
New York
$204K +$584 +33 +0.3%
AFA
845
AllGen Financial Advisors
Florida
$203K +$200K +11,319 New
SWIG
846
Strategic Wealth Investment Group
Kentucky
$203K -$47.3K -2,673 -19%
DIA
847
Dana Investment Advisors
Wisconsin
$203K -$7.97K -450 -4%
MA
848
MKT Advisors
California
$203K – – –
CWM
849
Cadence Wealth Management
Massachusetts
$202K +$7.59K +429 +4%
WIP
850
WealthCare Investment Partners
Rhode Island
$201K +$4.41K +249 +2%
32 33
34
35 36