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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
901
Aspect Partners
Virginia
$501K – – –
C
902
Certuity
Florida
$495K -$3.45K -148 -0.7%
FF
903
Francis Financial
$492K – – –
MWA
904
Motive Wealth Advisors
Michigan
$492K – – –
LC
905
LCNB Corp
Ohio
$490K – – –
CAS
906
Coppell Advisory Solutions
Texas
$488K +$115K +4,950 +31%
MP
907
McDonald Partners
Ohio
$486K -$2.19K -94 -0.4%
ISFAN
908
Investor's Fiduciary Advisor Network
Washington
$485K +$488K +20,952 New
GFA
909
Gallagher Fiduciary Advisors
Illinois
$484K +$487K +20,896 New
LJAC
910
L.J. Altfest & Co
New York
$483K -$13.6K -584 -3%
GWM
911
GSB Wealth Management
Connecticut
$482K -$4.66K -200 -1%
RGF
912
Retirement Guys Formula
Ohio
$482K +$1.68K +72 +0.3%
GA
913
Goldstein Advisors
Wisconsin
$480K -$8.27K -355 -2%
AIM
914
AHL Investment Management
Florida
$478K – – –
OC
915
Optima Capital
Oregon
$478K +$480K +20,610 New
EFL
916
ERn Financial LLC
Wisconsin
$478K +$1.12K +48 +0.2%
JLBC
917
J.L. Bainbridge & Co
Florida
$477K +$140 +6 +0%
NB
918
NBT Bank
New York
$474K -$50.5K -2,166 -10%
MCM
919
Morton Capital Management
California
$466K -$24.6K -1,056 -5%
MWA
920
Martel Wealth Advisors
Washington
$464K -$35.2K -1,512 -7%
PAM
921
Peak Asset Management
Colorado
$464K – – –
BWA
922
Bordeaux Wealth Advisors
California
$459K -$19.3K -826 -4%
SWA
923
Stratos Wealth Advisors
Ohio
$459K -$34.4K -1,476 -7%
PIWA
924
Prevail Innovative Wealth Advisors
Kansas
$458K +$460K +19,745 New
AAG
925
Armstrong Advisory Group
Massachusetts
$458K -$47.3K -2,030 -9%
35 36
37
38 39