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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
826
Stratos Wealth Advisors
Ohio
$263K +$1K +57 +0.4%
RIS
827
Retirement Income Solutions
Michigan
$263K – – –
FWM
828
Fortress Wealth Management
California
$262K – – –
DFG
829
Delta Financial Group
New Jersey
$261K +$272K +15,501 New
DIA
830
Dana Investment Advisors
Wisconsin
$261K – – –
CCA
831
Cadent Capital Advisors
Oklahoma
$258K – – –
VBWMG
832
Von Berge Wealth Management Group
California
$258K – – –
WCM
833
Weik Capital Management
Pennsylvania
$258K -$33.2K -1,890 -11%
BWFA
834
Baltimore-Washington Financial Advisors
Maryland
$257K – – –
PAM
835
Private Asset Management
California
$255K -$9.21K -525 -3%
FLA
836
Financial Life Advisors
Texas
$253K – – –
DT
837
Diversified Trust
Tennessee
$252K +$262K +14,934 New
MAG
838
Mayfair Advisory Group
Alabama
$251K +$1.26K +72 +0.5%
FCA
839
FinTrust Capital Advisors
South Carolina
$251K -$75.8K -4,323 -23%
SFC
840
SYM Financial Corp
Indiana
$250K +$232K +13,224 +813%
SG
841
StoneX Group
New York
$249K -$67.8K -3,864 -21%
CWM
842
Chesapeake Wealth Management
Virginia
$246K -$19.5K -1,110 -7%
CT
843
Cambridge Trust
Massachusetts
$246K -$2.63K -150 -1%
WPA
844
West Paces Advisors
Georgia
$245K – – –
GWM
845
Geneos Wealth Management
Colorado
$245K -$737 -42 -0.3%
WW
846
Westshore Wealth
California
$244K +$947 +54 +0.4%
IAA
847
Independent Advisor Alliance
North Carolina
$241K -$88.7K -5,058 -26%
BWP
848
Balboa Wealth Partners
Arizona
$240K -$14.3K -813 -5%
FD
849
Financial Designs
California
$239K +$249K +14,172 New
TCM
850
Tradewinds Capital Management
Washington
$239K – – –
32 33
34
35 36