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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
CFO4Life Group
Texas
$210K +$205K +11,076 New
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$210K +$205K +11,082 New
SI
853
Shaker Investments
Ohio
$209K +$204K +11,022 New
SI
854
Stephens Inc
Arkansas
$206K -$54.8K -2,964 -21%
AR
855
Apeiron RIA
Texas
$206K +$200K +10,848 New
CWM
856
Cadence Wealth Management
Massachusetts
$205K +$200K +10,806 New
AC
857
AlphaCore Capital
California
$204K -$308K -16,668 -61%
SGK
858
Steigerwald Gordon & Koch
Virginia
$204K -$49.5K -2,682 -20%
JAG
859
Journey Advisory Group
Kentucky
$201K +$196K +10,584 New
VT
860
Vise Technologies
New York
$201K +$196K +10,602 New
PSIWM
861
Paradigm Strategies in Wealth Management
Minnesota
$200K +$195K +10,530 New
CA
862
CapWealth Advisors
Tennessee
$200K +$195K +10,542 New
WWMSC
863
Wagner Wealth Management (South Carolina)
South Carolina
$185K +$665 +36 +0.4%
PG
864
Proffitt & Goodson
Tennessee
$183K – – –
BC
865
Barnett & Company
Tennessee
$182K -$82.6K -4,470 -32%
NG
866
NWK Group
California
$173K – – –
HFA
867
HC Financial Advisors
California
$173K +$90.4K +4,896 +116%
MIM
868
Macroview Investment Management
Maryland
$171K +$9.53K +516 +6%
FFA
869
Freedman Financial Associates
Massachusetts
$169K – – –
SWM
870
Sugarloaf Wealth Management
Georgia
$167K – – –
PFBT
871
Parkside Financial Bank & Trust
Missouri
$162K – – –
GWS
872
Glassman Wealth Services
Virginia
$160K +$14.4K +780 +10%
CA
873
CoreCap Advisors
Michigan
$157K +$153K +8,280 New
PAI
874
Pittenger & Anderson Inc
Nebraska
$148K -$7.87K -426 -5%
LFA
875
Level Financial Advisors
New York
$148K +$144K +7,800 New
33 34
35
36 37