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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
$442K -$2.85K -138 -0.7%
BWP
827
BSW Wealth Partners
Colorado
$441K -$193K -9,357 -31%
ESB
828
Essex Savings Bank
Connecticut
$440K +$14.6K +705 +4%
RWA
829
River Wealth Advisors
Pennsylvania
$439K +$153K +7,419 +57%
RFP
830
Root Financial Partners
California
$438K +$16.1K +777 +4%
EFL
831
ERn Financial LLC
Wisconsin
$438K -$6.63K -321 -2%
TWA
832
TCI Wealth Advisors
Arizona
$434K -$2.85K -138 -0.7%
PAM
833
Pegasus Asset Management
New York
$433K -$55.2K -2,670 -12%
DFA
834
DHJJ Financial Advisors
Illinois
$430K -$39.8K -1,926 -9%
H
835
HoyleCohen
California
$426K -$258K -12,507 -39%
HWA
836
Heartwood Wealth Advisors
Virginia
$422K – – –
BRIA
837
Balanced Rock Investment Advisors
Massachusetts
$420K – – –
AWM
838
Aprio Wealth Management
Georgia
$419K – – –
AIM
839
Acropolis Investment Management
Missouri
$417K – – –
LWANC
840
Laurel Wealth Advisors (North Carolina)
North Carolina
$414K -$27.6K -1,335 -6%
CW
841
CreativeOne Wealth
Kansas
$410K -$61.8K -2,991 -14%
PFGIA
842
Patriot Financial Group Insurance Agency
Massachusetts
$410K -$3.84K -186 -1%
GB
843
Goepper Burkhardt
South Carolina
$407K – – –
GWM
844
Gray Wealth Management
Maine
$407K +$558 +27 +0.1%
TAM
845
Tucker Asset Management
Colorado
$407K +$33.4K +1,617 +9%
SAG
846
SageView Advisory Group
California
$405K -$228K -11,055 -37%
DP
847
DDD Partners
Washington
$405K -$33.8K -1,635 -8%
CCA
848
Cadent Capital Advisors
Oklahoma
$401K – – –
CG
849
CFO4Life Group
Texas
$401K +$124 +6 +0%
ACM
850
Advisors Capital Management
New Jersey
$398K +$25.4K +1,227 +7%
32 33
34
35 36