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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
851
Eagle Harbor Asset Management
Washington
$223K +$136 +9 +0.1%
BHWM
852
Beaird Harris Wealth Management
Texas
$222K +$180K +11,862 +407%
ASI
853
Advisory Services & Investments
Oregon
$221K -$16.8K -1,107 -7%
MAG
854
Mayfair Advisory Group
Alabama
$221K +$4.04K +267 +2%
RF
855
Rollins Financial
Georgia
$220K +$222K +14,643 New
WPA
856
West Paces Advisors
Georgia
$219K – – –
RPG
857
Resource Planning Group
Georgia
$217K +$318 +21 +0.1%
KPWS
858
Kestra Private Wealth Services
Texas
$215K +$1.45K +96 +0.7%
WW
859
Westshore Wealth
California
$215K +$954 +63 +0.4%
AG
860
Advocate Group
Minnesota
$213K +$215K +14,184 New
SIMM
861
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$214K +14,115 New
PP
862
Patten & Patten
Tennessee
$212K -$90.8K -6,000 -30%
IF
863
Intrua Financial
Texas
$212K -$103K -6,825 -33%
AAM
864
Austin Asset Management
Texas
$212K – – –
CA
865
CapWealth Advisors
Tennessee
$211K +$213K +14,040 New
TC
866
Titleist Capital
Texas
$210K -$53.8K -3,555 -20%
SOS
867
Silver Oak Securities
Tennessee
$209K -$157K -10,347 -43%
RCA
868
Reitz Capital Advisors
Michigan
$209K +$210K +13,860 New
MA
869
Montag & Associates
Georgia
$208K +$206K +13,584 +5,958%
SIA
870
SeaBridge Investment Advisors
New Jersey
$208K +$209K +13,800 New
AAM
871
Ameraudi Asset Management
New York
$207K +$208K +13,764 New
CAG
872
Curtis Advisory Group
California
$207K +$208K +13,734 New
BTWM
873
Baker Tilly Wealth Management
Wisconsin
$206K +$208K +13,710 New
EAM
874
Empirical Asset Management
Massachusetts
$206K +$207K +13,668 New
CDIA
875
Capital Directions Investment Advisors
Georgia
$204K +$206K +13,584 New
33 34
35
36 37