We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
76
Jaffetilchin Investment Partners
Florida
$20.6M +$658K +56,460 +4%
Wells Fargo
77
Wells Fargo
California
$20M +$4.21M +361,476 +29%
ACWM
78
Adams Chetwood Wealth Management
North Carolina
$19.4M +$37.8K +3,240 +0.2%
AP
79
Appleton Partners
Massachusetts
$19.3M +$204K +17,466 +1%
PAG
80
Pinnacle Advisory Group
Maryland
$19.1M +$132K +11,310 +0.7%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$18.9M -$832K -71,406 -4%
MWP
82
Meridian Wealth Partners
Pennsylvania
$18.4M -$69K -5,922 -0.4%
SJIM
83
St. Johns Investment Management
Florida
$18.3M +$510K +43,752 +3%
BA
84
Bristlecone Advisors
Washington
$18.3M -$764K -65,580 -4%
FFN
85
Focus Financial Network
Minnesota
$18M -$459K -39,414 -3%
LIM
86
Leavell Investment Management
Alabama
$17.8M -$276K -23,706 -2%
K
87
Kemper
Illinois
$17.7M
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$17.7M -$252K -21,666 -1%
SWA
89
Sutton Wealth Advisors
Florida
$17.5M +$373K +31,998 +2%
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$115K +9,900 +0.7%
VAS
91
Valicenti Advisory Services
New York
$16.9M -$489 -42 -0%
AIP
92
Almanack Investment Partners
Pennsylvania
$16.9M -$13.4M -1,152,816 -46%
GC
93
Gratus Capital
Georgia
$16.5M +$15.3M +1,315,734 +5,469%
CWM
94
Cabot Wealth Management
Massachusetts
$16.4M -$1.93M -165,858 -11%
AFS
95
Access Financial Services
Minnesota
$15.9M -$1.96K -168 -0%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$15.8M +$498K +42,738 +3%
CCA
97
Cobblestone Capital Advisors
New York
$15.7M -$209K -17,910 -1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$14.9M -$4.01M -344,262 -22%
DBRC
99
D.B. Root & Company
Pennsylvania
$14.9M -$371K -31,818 -3%
CCA
100
Clearwater Capital Advisors
Illinois
$14.6M -$8.48M -727,254 -38%