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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
851
Watershed Private Wealth
Illinois
$815K -$4K -149 -0.5%
DIA
852
Dana Investment Advisors
Wisconsin
$809K +$54 +2 +0%
CW
853
CreativeOne Wealth
Kansas
$806K +$382K +14,230 +83%
AFA
854
Arlington Financial Advisors
California
$805K +$339K +12,655 +68%
CWM
855
Chesapeake Wealth Management
Virginia
$794K – – –
TF
856
Trek Financial
Arizona
$794K +$122K +4,546 +17%
KA
857
Klingman & Associates
New York
$789K – – –
EP
858
Edgestream Partners
New Jersey
$788K -$513K -19,110 -38%
4WM
859
49 Wealth Management
Texas
$787K +$824K +30,712 New
FFB
860
First Financial Bankshares
Texas
$787K +$40.4K +1,507 +5%
CFP
861
Catalyst Financial Partners
Massachusetts
$786K -$15K -560 -2%
CWA
862
Crux Wealth Advisors
California
$785K +$2.36K +88 +0.3%
FF
863
Francis Financial
$785K – – –
ACA
864
Atlas Capital Advisors
Wyoming
$784K +$821K +30,591 New
PFBT
865
Parkside Financial Bank & Trust
Missouri
$784K +$1.53K +57 +0.2%
FBB
866
Fulton Breakefield Broenniman
Maryland
$784K -$74.3K -2,770 -8%
PAW
867
Plan A Wealth
Nebraska
$781K +$145K +5,422 +22%
CIA
868
Covington Investment Advisors
Pennsylvania
$779K -$114K -4,242 -12%
WS
869
Wedbush Securities
California
$776K +$172K +6,401 +27%
WP
870
WealthPLAN Partners
Nebraska
$773K +$14.4K +536 +2%
DI
871
Disciplined Investors
Texas
$770K -$12.7K -474 -2%
HWA
872
HCR Wealth Advisors
California
$761K +$29.8K +1,111 +4%
TA
873
TrueWealth Advisors
Alabama
$758K – – –
GT
874
Greenleaf Trust
Michigan
$757K -$5.1K -190 -0.6%
ATI
875
ARK & TLK Investments
Oklahoma
$756K -$22.1K -822 -3%
33 34
35
36 37