We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
926
GPS Wealth Strategies Group
Colorado
$128K +$124K +7,911 New
SIS
927
Sound Income Strategies
Florida
$125K -$1.6K -102 -1%
CWM
928
Cedar Wealth Management
California
$124K -$4.67K -297 -4%
GWS
929
Glassman Wealth Services
Virginia
$118K +$70.5K +4,479 +157%
UB
930
UMB Bank
Missouri
$116K – – –
HS
931
Horan Securities
United States
$113K +$897 +57 +0.8%
LC
932
Lindbrook Capital
California
$112K – – –
AWM
933
Accel Wealth Management
Iowa
$111K – – –
HPC
934
HM Payson & Co
Maine
$108K – – –
LB
935
Legacy Bridge
Iowa
$105K – – –
Citadel Advisors
936
Citadel Advisors
Florida
$99.3K -$5.99M -380,487 -98%
POIA
937
Pin Oak Investment Advisors
Texas
$97K – – –
PFPT
938
Pinnacle Financial Partners (Tennessee)
Tennessee
$96.7K – – –
SC
939
Stephens Consulting
Michigan
$96.5K – – –
BWL
940
Bogart Wealth LLC
Virginia
$95K +$142 +9 +0.2%
LFA
941
Legend Financial Advisors
Pennsylvania
$92.1K +$47 +3 +0.1%
RG
942
Retirement Group
California
$92K – – –
BWA
943
BDO Wealth Advisors
Florida
$88K +$94 +6 +0.1%
NRC
944
New Republic Capital
North Carolina
$85.1K +$83.1K +5,280 New
AWM
945
Atticus Wealth Management
Florida
$85.1K +$16.5K +1,047 +25%
EWA
946
EverSource Wealth Advisors
Alabama
$84.6K – – –
LFA
947
Level Financial Advisors
New York
$83K -$567 -36 -0.7%
TFGT
948
TS Financial Group (TSFG)
Illinois
$79K +$189 +12 +0.2%
TCPG
949
Trivant Custom Portfolio Group
California
$77.4K +$75.5K +4,800 New
KSWA
950
Kathleen S. Wright Associates
Pennsylvania
$76.4K +$18.4K +1,167 +33%