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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
951
GEM Asset Management
Michigan
$442K +$114K +5,035 +39%
CCP
952
Carmel Capital Partners
California
$440K – – –
PTB
953
Pioneer Trust Bank
Oregon
$440K – – –
PFA
954
Pathway Financial Advisors
Vermont
$436K – – –
TA
955
TPG Advisors
Illinois
$436K +$339 +15 +0.1%
JFG
956
JDM Financial Group
Texas
$435K +$45.1K +1,997 +13%
BAM
957
Bellevue Asset Management
Washington
$435K +$90 +4 +0%
GLA
958
Good Life Advisors
Pennsylvania
$434K +$402K +17,761 New
GWA
959
Geometric Wealth Advisors
District of Columbia
$434K – – –
FFM
960
Forum Financial Management
Illinois
$433K +$5.2K +230 +1%
AIA
961
Armor Investment Advisors
North Carolina
$432K – – –
CFA
962
Capstone Financial Advisors
Illinois
$429K +$33.3K +1,473 +9%
AIM
963
AHL Investment Management
Florida
$426K -$72.3K -3,200 -16%
PAM
964
Peak Asset Management
Colorado
$426K – – –
RCA
965
Riverview Capital Advisers
Massachusetts
$425K +$1.04K +46 +0.3%
STFP
966
Signal Tree Financial Partners
Ohio
$424K -$6.29K -278 -2%
WA
967
WPG Advisers
Maryland
$423K -$12.1K -534 -3%
CF
968
Centaurus Financial
California
$422K +$33.2K +1,468 +9%
GFG
969
Grantvest Financial Group
New Jersey
$422K -$13.6K -603 -3%
EAM
970
Empirical Asset Management
Massachusetts
$421K -$4.75K -210 -1%
OWP
971
Obermeyer Wealth Partners
Colorado
$420K +$389K +17,187 New
PIM
972
Penobscot Investment Management
Massachusetts
$418K – – –
DADC
973
D.A. Davidson & Co
Montana
$417K -$13.2K -582 -3%
FPW
974
Flagship Private Wealth
Massachusetts
$416K – – –
NA
975
Nautilus Advisors
California
$414K +$6.65K +294 +2%
37 38
39
40 41