We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
951
Capasso Planning Partners
South Carolina
$610K -$140K -5,251 -19%
Blue Trust Inc
952
Blue Trust Inc
Georgia
$607K -$28.6K -1,071 -5%
FMN
953
Financial Management Network
California
$603K +$1.66K +62 +0.3%
CIA
954
Cape Investment Advisory
Georgia
$603K +$598K +22,388 +93,283%
BWM
955
Boyd Wealth Management
California
$601K -$53 -2 -0%
HFS
956
Heritage Financial Services
Massachusetts
$599K – – –
PTB
957
Pioneer Trust Bank
Oregon
$598K – – –
Vident Advisory
958
Vident Advisory
Georgia
$595K +$103K +3,868 +21%
LWL
959
Leo Wealth LLC
Texas
$591K +$586K +21,945 New
KA
960
Kure Advisory
Minnesota
$585K +$581K +21,746 New
SAM
961
Stembrook Asset Management
New Jersey
$583K +$579K +21,672 New
IIC
962
Ironwood Investment Counsel
Arizona
$582K -$25.4K -952 -4%
GFA
963
Gallagher Fiduciary Advisors
Illinois
$579K -$12.4K -464 -2%
C
964
Certuity
Florida
$575K +$134 +5 +0%
PCG
965
Prosperity Consulting Group
Maryland
$573K +$213K +7,971 +60%
LC
966
LCNB Corp
Ohio
$569K – – –
NFTC
967
North Forty Two & Co
Oregon
$563K – – –
DF
968
DecisionPoint Financial
Arizona
$562K – – –
NWM
969
Nolet Wealth Management
Texas
$561K +$557K +20,860 New
RWM
970
Rockwood Wealth Management
Pennsylvania
$561K +$1.34K +50 +0.2%
FG
971
Fairman Group
Pennsylvania
$561K -$10.6K -398 -2%
Mount Yale Investment Advisors
972
Mount Yale Investment Advisors
Colorado
$560K +$556K +20,825 New
MCM
973
Morton Capital Management
California
$560K +$134 +5 +0%
FFA
974
Fragasso Financial Advisors
Pennsylvania
$560K -$22.7K -849 -4%
GWM
975
GSB Wealth Management
Connecticut
$558K -$2.88K -108 -0.5%