We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
876
HCR Wealth Advisors
California
$873K – – –
SPP
877
Single Point Partners
Massachusetts
$873K +$17.1K +599 +2%
ATI
878
ARK & TLK Investments
Oklahoma
$868K – – –
LA
879
Lifeworks Advisors
Michigan
$862K +$158K +5,528 +23%
TWM
880
Tanglewood Wealth Management
Texas
$861K -$29 -1 -0%
TCBWMS
881
Texas Capital Bank Wealth Management Services
Texas
$861K – – –
BA
882
Bridgewater Advisors
New York
$859K – – –
BWM
883
BlackDiamond Wealth Management
New York
$847K +$12.7K +444 +2%
WCP
884
Wealthcare Capital Partners
Pennsylvania
$847K +$822K +28,776 New
CIM
885
Catalyst Investment Management
New Hampshire
$847K +$822K +28,770 New
IPWA
886
International Private Wealth Advisors
California
$845K -$2.28K -80 -0.3%
BWP
887
Bernardo Wealth Planning
Pennsylvania
$844K -$106K -3,723 -11%
SAFS
888
S&A Financial Services
Kansas
$843K +$3.51K +123 +0.4%
TC
889
TFR Capital
Texas
$842K – – –
GI
890
GS Investments
Minnesota
$839K +$2K +70 +0.2%
HGWM
891
Horst & Graben Wealth Management
Oregon
$836K -$124K -4,336 -13%
GT
892
Greenleaf Trust
Michigan
$835K -$33.4K -1,171 -4%
ICP
893
Impact Capital Partners
Colorado
$828K +$2.11K +74 +0.3%
SMC
894
Smith, Moore & Co
Missouri
$826K +$2.43K +85 +0.3%
BHWM
895
Beaird Harris Wealth Management
Texas
$826K +$1.83K +64 +0.2%
CA
896
Continuum Advisory
Idaho
$824K -$32.6K -1,143 -4%
AG
897
Ascent Group
Virginia
$823K +$51.3K +1,797 +7%
WFA
898
WestHill Financial Advisors
California
$821K – – –
RWM
899
Ritholtz Wealth Management
New York
$820K -$268K -9,382 -25%
CA
900
CGN Advisors
Kansas
$812K -$2.4K -84 -0.3%
34 35
36
37 38