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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
951
John W. Brooker & Co
California
$658K -$57.3K -2,005 -8%
BWM
952
Boyd Wealth Management
California
$658K -$200 -7 -0%
JCM
953
Jacobsen Capital Management
Utah
$656K -$14.8K -520 -2%
SH
954
SLT Holdings
Arizona
$656K – – –
CPW
955
Crestmont Private Wealth
Texas
$655K +$45.7K +1,599 +8%
DI
956
DAGCO Inc
Ohio
$654K – – –
PTB
957
Pioneer Trust Bank
Oregon
$654K – – –
GIA
958
GHP Investment Advisors
Colorado
$650K -$40.8K -1,430 -6%
BC
959
Brio Consultants
California
$646K +$3.4K +119 +0.5%
SAM
960
Stembrook Asset Management
New Jersey
$642K +$1.2K +42 +0.2%
NB
961
Nicolet Bankshares
Wisconsin
$641K +$196K +6,850 +46%
PVI
962
Pine Valley Investments
New Jersey
$633K +$48.6K +1,702 +9%
EI
963
Ellevest Inc
New York
$632K +$599K +20,992 New
CPP
964
Capasso Planning Partners
South Carolina
$632K +$18K +629 +3%
FG
965
Fairman Group
Pennsylvania
$631K +$1.31K +46 +0.2%
C
966
Certuity
Florida
$630K +$143 +5 +0%
RF
967
Rossby Financial
Florida
$630K -$20.7K -724 -3%
PCG
968
Prosperity Consulting Group
Maryland
$627K – – –
BTI
969
Blue Trust Inc
Georgia
$623K -$33K -1,156 -5%
SWA
970
Stratos Wealth Advisors
Ohio
$622K +$66.7K +2,335 +12%
LC
971
LCNB Corp
Ohio
$622K – – –
LA
972
LexAurum Advisors
Kansas
$622K -$24K -839 -4%
MCM
973
Morton Capital Management
California
$616K +$3.63K +127 +0.6%
NFTC
974
North Forty Two & Co
Oregon
$615K – – –
KF
975
Ketron Financial
California
$612K +$283K +9,909 +91%
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39
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