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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
851
Bernardo Wealth Planning
Pennsylvania
$862K +$7.75K +290 +0.9%
WPW
852
Watershed Private Wealth
Illinois
$859K -$33.7K -1,261 -4%
RW
853
Rede Wealth
Virginia
$855K +$849K +31,782 New
DIA
854
Dana Investment Advisors
Wisconsin
$849K +$614 +23 +0.1%
DADC
855
D.A. Davidson & Co
Montana
$847K +$311K +11,648 +59%
CFG
856
Citizens Financial Group
Rhode Island
$842K +$374 +14 +0%
CFP
857
Catalyst Financial Partners
Massachusetts
$840K -$14.3K -535 -2%
CWM
858
Chesapeake Wealth Management
Virginia
$834K – – –
KA
859
Klingman & Associates
New York
$828K -$48.2K -1,806 -6%
IPA
860
Investment Planning Advisors
Georgia
$825K +$1.55K +58 +0.2%
FF
861
Francis Financial
$824K +$410K +15,346 +100%
CWA
862
Crux Wealth Advisors
California
$822K +$2.43K +91 +0.3%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$821K -$13.6K -508 -2%
DI
864
Disciplined Investors
Texas
$821K -$18K -675 -2%
CFP
865
Cascade Financial Partners
California
$819K -$86K -3,219 -10%
AAP
866
Arax Advisory Partners
Colorado
$818K +$812K +30,395 New
ATI
867
ARK & TLK Investments
Oklahoma
$816K – – –
LF
868
LifePlan Financial
Minnesota
$815K -$32.2K -1,206 -4%
WJWM
869
Williams Jones Wealth Management
New York
$815K +$62K +2,321 +8%
TA
870
Tactive Advisors
Florida
$811K +$371K +13,887 +85%
DWA
871
Davis Wealth Advisors
New Hampshire
$807K +$801K +29,999 New
JCM
872
Jacobsen Capital Management
Utah
$801K -$272K -10,179 -25%
GT
873
Greenleaf Trust
Michigan
$800K – – –
WP
874
WealthPLAN Partners
Nebraska
$797K -$19.5K -729 -2%
BA
875
Bridgewater Advisors
New York
$796K -$27K -1,010 -3%
33 34
35
36 37