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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
901
Litman Gregory Wealth Management
California
$302K – – –
PB
902
Pinnacle Bancorp
Nebraska
$300K +$280K +15,972 New
SWM
903
Seaside Wealth Management
California
$298K – – –
SG
904
StoneX Group
New York
$297K +$18.4K +1,047 +7%
CTC
905
Central Trust Company
Missouri
$297K – – –
EFM
906
Eley Financial Management
Vermont
$293K – – –
SS
907
Sound Stewardship
Kansas
$293K -$18.8K -1,068 -6%
FG
908
Fairman Group
Pennsylvania
$293K +$273K +15,570 New
DFG
909
Delta Financial Group
New Jersey
$292K +$790 +45 +0.3%
CCA
910
Cadent Capital Advisors
Oklahoma
$288K – – –
RPA
911
Rock Point Advisors
Vermont
$286K -$11.9K -675 -4%
BWFA
912
Baltimore-Washington Financial Advisors
Maryland
$286K – – –
PSA
913
Plum Street Advisors
Louisiana
$286K +$267K +15,189 New
DIS
914
Diversified Investment Strategies
Louisiana
$285K -$24.2K -1,380 -8%
BIAS
915
Beacon Investment Advisory Services
New Jersey
$284K -$303K -17,262 -53%
BBA
916
Braun-Bostich & Associates
Pennsylvania
$283K +$264K +15,048 New
FLA
917
Financial Life Advisors
Texas
$282K – – –
DT
918
Diversified Trust
Tennessee
$281K – – –
FCA
919
FinTrust Capital Advisors
South Carolina
$277K -$2.48K -141 -0.9%
GWM
920
Geneos Wealth Management
Colorado
$277K +$3.27K +186 +1%
FAM
921
Formidable Asset Management
Ohio
$274K -$48.9K -2,784 -16%
CT
922
Cambridge Trust
Massachusetts
$274K – – –
CIAS
923
Capital Investment Advisory Services
North Carolina
$274K +$11.5K +654 +5%
MAG
924
Mayfair Advisory Group
Alabama
$274K – – –
WW
925
Westshore Wealth
California
$273K +$1.05K +60 +0.4%
35 36
37
38 39