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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
851
Delta Asset Management
Tennessee
$5K -$5.06K -300 -50%
BWL
852
Bogart Wealth LLC
Virginia
$5K – – –
COCM
853
Charter Oak Capital Management
New Hampshire
$4K – – –
IPW
854
IronBridge Private Wealth
Texas
$4K – – –
CCM
855
Covington Capital Management
California
$4K +$3.95K +234 New
GFPC
856
Global Financial Private Client
Florida
$3.35K – – –
CCMW
857
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
PFA
858
Professional Financial Advisors
Nebraska
$3K – – –
GEA
859
Glen Eagle Advisors
New Jersey
$2.7K – – –
BA
860
Bellwether Advisors
Nebraska
$2K – – –
CMA
861
Cedar Mountain Advisors
Oregon
$2K – – –
AWM
862
Atticus Wealth Management
Florida
$2K +$506 +30 +31%
HPC
863
HM Payson & Co
Maine
$1K -$23.2K -1,374 -96%
APWA
864
Atlas Private Wealth Advisors
New Jersey
$1K -$10.8K -642 -91%
SWM
865
Selective Wealth Management
Virginia
$1K -$8.91K -528 -87%
ME
866
McIlrath & Eck
Washington
$1K – – –
PP
867
PrairieView Partners
Minnesota
$1K – – –
EW
868
Emerson Wealth
Michigan
$1K +$1.01K +60 New
LWM
869
Liberty Wealth Management
California
$1K +$1.11K +66 New
KFS
870
Kelly Financial Services
Massachusetts
$647 – – –
WIM
871
Westside Investment Management
California
$8 – – –
FHB
872
First Hawaiian Bank
Hawaii
– -$3.36M -210,000 Closed
TIM
873
Total Investment Management
Arizona
– -$1.48M -144,930 Closed
VWA
874
V Wealth Advisors
Kansas
– -$1.64M -102,432 Closed
BL
875
BFSG LLC
California
– -$742K -46,380 Closed
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