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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$715K -$122K -4,564 -15%
FFS
902
Founders Financial Securities
Maryland
$715K +$709K +26,564 New
NEPWA
903
New England Private Wealth Advisors
Massachusetts
$713K +$1.68K +63 +0.2%
AG
904
Ascent Group
Virginia
$713K +$13.5K +505 +2%
GA
905
Goldstein Advisors
Wisconsin
$713K +$10.7K +401 +2%
BWM
906
BlackDiamond Wealth Management
New York
$712K +$17K +638 +3%
OC
907
Oarsman Capital
Wisconsin
$712K -$10.7K -400 -1%
TF
908
Trek Financial
Arizona
$711K +$77.3K +2,895 +12%
AT
909
American Trust
Kentucky
$707K -$349K -13,085 -33%
OCA
910
Odyssey Capital Advisors
Pennsylvania
$704K +$699K +26,178 New
HIM
911
Harbour Investment Management
Washington
$701K – – –
FA
912
Fiduciary Alliance
South Carolina
$698K +$53 +2 +0%
MOS
913
MGO One Seven
Ohio
$696K -$22.8K -852 -3%
MAV
914
Mason & Associates (Virginia)
Virginia
$691K -$74.7K -2,798 -10%
EFG
915
Elevated Financial Group
Indiana
$686K +$681K +25,509 New
AWA
916
Aaron Wealth Advisors
Illinois
$684K +$1.68K +63 +0.2%
JWBC
917
John W. Brooker & Co
California
$676K -$365K -13,686 -35%
AFP
918
ATLas Financial Planning
Georgia
$675K +$670K +25,094 New
TM
919
Torren Management
California
$675K +$669K +25,069 New
VBFP
920
Valtinson Bruner Financial Planning
Minnesota
$674K +$93.2K +3,489 +16%
GC
921
Gibson Capital
Pennsylvania
$674K – – –
PAW
922
Plan A Wealth
Nebraska
$674K -$8.17K -306 -1%
SC
923
Slow Capital
California
$673K -$9.53K -357 -1%
RCAG
924
Rehmann Capital Advisory Group
Michigan
$669K -$5.47K -205 -0.8%
AIM
925
Acropolis Investment Management
Missouri
$667K +$21.2K +795 +3%
35 36
37
38 39