We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
851
Harbour Investment Management
Washington
$686K
AG
852
Ascent Group
Virginia
$685K -$441K -17,380 -40%
FA
853
Fiduciary Alliance
South Carolina
$683K -$41.5K -1,636 -6%
HIC
854
Hartline Investment Corp
Illinois
$681K
EFA
855
Evernest Financial Advisors
Indiana
$680K +$1.04K +41 +0.2%
RIM
856
Rockbridge Investment Management
New York
$674K +$127 +5 +0%
KWA
857
Kingswood Wealth Advisors
California
$669K +$93.6K +3,686 +17%
SC
858
Slow Capital
California
$668K -$6.91K -272 -1%
BWM
859
BlackDiamond Wealth Management
New York
$668K -$20.1K -792 -3%
AWA
860
Aaron Wealth Advisors
Illinois
$668K +$1.5K +59 +0.2%
PAW
861
Plan A Wealth
Nebraska
$667K +$48.4K +1,906 +8%
BWP
862
Balboa Wealth Partners
Arizona
$667K +$358K +14,110 +126%
PPW
863
Pasadena Private Wealth
California
$666K
RCAG
864
Rehmann Capital Advisory Group
Michigan
$660K -$27.2K -1,073 -4%
VPP
865
Vertex Planning Partners
Illinois
$660K
GC
866
Gibson Capital
Pennsylvania
$660K -$14K -550 -2%
GIA
867
GHP Investment Advisors
Colorado
$654K -$889 -35 -0.1%
DA
868
Drake & Associates
Wisconsin
$645K +$612K +24,084 New
MCCP
869
Mission Creek Capital Partners
California
$642K
WN
870
Williams & Novak
California
$639K
First Manhattan
871
First Manhattan
New York
$638K +$28.6K +1,128 +5%
CW
872
CreativeOne Wealth
Kansas
$635K -$82.4K -3,245 -12%
LWMNY
873
Landmark Wealth Management (New York)
New York
$629K -$11.5K -454 -2%
RFA
874
Resurgent Financial Advisors
Georgia
$627K
CGL
875
Clarius Group LLC
Washington
$625K