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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
876
Bridgewater Advisors
New York
$859K – – –
BWM
877
BlackDiamond Wealth Management
New York
$847K +$12.7K +444 +2%
WCP
878
Wealthcare Capital Partners
Pennsylvania
$847K +$822K +28,776 New
CIM
879
Catalyst Investment Management
New Hampshire
$847K +$822K +28,770 New
IPWA
880
International Private Wealth Advisors
California
$845K -$2.28K -80 -0.3%
BWP
881
Bernardo Wealth Planning
Pennsylvania
$844K -$106K -3,723 -11%
SAFS
882
S&A Financial Services
Kansas
$843K +$3.51K +123 +0.4%
TC
883
TFR Capital
Texas
$842K – – –
GI
884
GS Investments
Minnesota
$839K +$2K +70 +0.2%
HGWM
885
Horst & Graben Wealth Management
Oregon
$836K -$124K -4,336 -13%
GT
886
Greenleaf Trust
Michigan
$835K -$33.4K -1,171 -4%
ICP
887
Impact Capital Partners
Colorado
$828K +$2.11K +74 +0.3%
SMC
888
Smith, Moore & Co
Missouri
$826K +$2.43K +85 +0.3%
BHWM
889
Beaird Harris Wealth Management
Texas
$826K +$1.83K +64 +0.2%
CA
890
Continuum Advisory
Idaho
$824K -$32.6K -1,143 -4%
AG
891
Ascent Group
Virginia
$823K +$51.3K +1,797 +7%
WFA
892
WestHill Financial Advisors
California
$821K – – –
RWM
893
Ritholtz Wealth Management
New York
$820K -$268K -9,382 -25%
CA
894
CGN Advisors
Kansas
$812K -$2.4K -84 -0.3%
BFC
895
Bedel Financial Consulting
Indiana
$811K -$45.4K -1,590 -5%
AWM
896
Accurate Wealth Management
Florida
$810K -$313K -10,947 -29%
LF
897
LifePlan Financial
Minnesota
$809K -$30.7K -1,076 -4%
IF
898
Integrity Financial
Wyoming
$806K – – –
PSA
899
Plum Street Advisors
Louisiana
$799K +$376K +13,177 +94%
DWA
900
Delap Wealth Advisory
Oregon
$790K – – –
34 35
36
37 38