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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
MBE Wealth Management
Wisconsin
$231K +$495 +30 +0.2%
LW
902
Linscomb Wealth
Texas
$230K +$218K +13,200 New
WA
903
Wealth Architects
California
$229K – – –
OCG
904
Opus Capital Group
Ohio
$227K – – –
TIA
905
Tiemann Investment Advisors
California
$226K -$2.48K -150 -1%
FBFS
906
First Business Financial Services
Wisconsin
$225K – – –
M
907
MOTCO
Texas
$225K – – –
HNB
908
Huntington National Bank
Ohio
$223K – – –
MBTD
909
Mechanics Bank - Trust Department
California
$222K -$69.3K -4,200 -25%
CT
910
Clearstead Trust
Maine
$221K – – –
BSI
911
Bennett Selby Investments
Maine
$220K – – –
CA
912
Calton & Associates
Florida
$219K +$793 +48 +0.4%
FFWM
913
Future Financial Wealth Management
Ohio
$218K – – –
AIIMS
914
Analyst IMS Investment Management Services
Israel
$218K – – –
FA
915
Fiduciary Alliance
South Carolina
$218K +$206K +12,480 New
UAS
916
United Asset Strategies
New York
$218K +$206K +12,480 New
MA
917
MKT Advisors
California
$217K -$14.9K -900 -7%
KA
918
Kovack Advisors
Florida
$215K +$203K +12,324 New
TFA
919
Tobias Financial Advisors
Florida
$213K +$202K +12,228 New
BIG
920
Builder Investment Group
Georgia
$213K +$201K +12,198 New
HCP
921
Hexagon Capital Partners
Arkansas
$212K +$15.8K +957 +9%
DWA
922
Divergent Wealth Advisors
Utah
$212K +$200K +12,117 New
BC
923
Bowman & Company
Wisconsin
$211K +$200K +12,108 New
PIP
924
Peachtree Investment Partners
Florida
$211K -$25.3K -1,530 -11%
MIM
925
Macroview Investment Management
Maryland
$210K +$594 +36 +0.3%
35 36
37
38 39