We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
826
L. Roy Papp & Associates
Arizona
$757K
TC
827
TFR Capital
Texas
$753K
WFA
828
WestHill Financial Advisors
California
$750K -$24.5K -963 -3%
RIS
829
Retirement Income Solutions
Michigan
$750K
GI
830
GS Investments
Minnesota
$749K
FWMP
831
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$745K
MPCL
832
My Personal CFO LLC
Washington
$745K +$719K +28,299 New
RFP
833
Root Financial Partners
California
$741K +$121K +4,781 +20%
WJWM
834
Williams Jones Wealth Management
New York
$736K -$356 -14 -0.1%
CPP
835
Capasso Planning Partners
South Carolina
$735K -$688K -27,110 -49%
ICP
836
Impact Capital Partners
Colorado
$735K +$709K +27,902 New
SMC
837
Smith, Moore & Co
Missouri
$733K
M&T Bank
838
M&T Bank
New York
$732K -$76.2K -3,000 -10%
HWA
839
HCR Wealth Advisors
California
$721K +$347K +13,683 +101%
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$716K -$62.4K -2,459 -8%
BIAS
841
Beacon Investment Advisory Services
New Jersey
$711K +$7.16K +282 +1%
AAS
842
Ameritas Advisory Services
Nebraska
$709K -$345K -13,580 -34%
OC
843
Oarsman Capital
Wisconsin
$708K -$50.3K -1,982 -7%
AAG
844
Armstrong Advisory Group
Massachusetts
$704K -$4.32K -170 -0.6%
BHWM
845
Beaird Harris Wealth Management
Texas
$703K +$1.73K +68 +0.3%
MOS
846
MGO One Seven
Ohio
$703K -$54.6K -2,150 -7%
JIC
847
Joel Isaacson & Co
New York
$703K -$50.9K -2,003 -7%
NEPWA
848
New England Private Wealth Advisors
Massachusetts
$696K +$1.47K +58 +0.2%
MAV
849
Mason & Associates (Virginia)
Virginia
$696K
GA
850
Goldstein Advisors
Wisconsin
$687K