We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
851
Money Concepts Capital
Florida
$97K -$162K -10,314 -60%
SIS
852
Sound Income Strategies
Florida
$96K
LWA
853
Lowe Wealth Advisors
Maryland
$93K
CWM
854
Cedar Wealth Management
California
$93K +$78.8K +5,025 +328%
LFA
855
Level Financial Advisors
New York
$92K -$3.44K -219 -3%
LB
856
Legacy Bridge
Iowa
$92K
PFPT
857
Pinnacle Financial Partners (Tennessee)
Tennessee
$85K
POIA
858
Pin Oak Investment Advisors
Texas
$85K
SC
859
Stephens Consulting
Michigan
$84.5K +$93.9K +5,985 New
LFA
860
Legend Financial Advisors
Pennsylvania
$80.5K +$89.5K +5,703 New
BWA
861
BDO Wealth Advisors
Florida
$77K +$141 +9 +0.2%
SIM
862
Studio Investment Management
Illinois
$76.4K -$2.5K -159 -3%
Deutsche Bank
863
Deutsche Bank
Germany
$75K
EWA
864
EverSource Wealth Advisors
Alabama
$74K +$80.1K +5,106 +3,700%
TFGT
865
TS Financial Group (TSFG)
Illinois
$69K +$32.1K +2,049 +73%
BWM
866
Baystate Wealth Management
Massachusetts
$62K +$94 +6 +0.1%
First Manhattan
867
First Manhattan
New York
$59K +$58.6K +3,732 +778%
GWMI
868
Guardian Wealth Management (Illinois)
Illinois
$50K -$800 -51 -1%
KSWA
869
Kathleen S. Wright Associates
Pennsylvania
$50K +$45.4K +2,895 +445%
LPP
870
Life Planning Partners
Florida
$45.3K
CAL
871
Capital Analysts LLC
Pennsylvania
$45K +$50.6K +3,222 New
BWL
872
Bogart Wealth LLC
Virginia
$44K +$188 +12 +0.4%
ST
873
Smithfield Trust
Pennsylvania
$43K
TFM
874
TFC Financial Management
Massachusetts
$43K
NFSG
875
Newbridge Financial Services Group
Florida
$42K -$3.67K -234 -7%