We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Appleton Partners
Massachusetts
$32.7M -$1.41M -85,533 -4%
AFS
77
Access Financial Services
Minnesota
$32.6M +$1.48M +89,598 +5%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$32.6M +$1.73M +104,979 +6%
MI
79
Moneywise Inc
Virginia
$32.3M -$1.43M -86,805 -4%
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$32.3M +$2.2M +133,305 +8%
BFG
81
Berger Financial Group
Minnesota
$32M +$1.54M +93,273 +5%
NC
82
NewSquare Capital
Pennsylvania
$32M +$1.82M +110,415 +6%
HI
83
Harbour Investments
Wisconsin
$31.8M +$1.9M +114,846 +7%
Ameriprise
84
Ameriprise
Minnesota
$31.6M -$2.53M -153,276 -8%
FVWA
85
Foster Victor Wealth Advisors
South Carolina
$30.4M -$1.02M -61,536 -3%
CWM
86
Congress Wealth Management
Massachusetts
$30M -$1.54M -93,153 -5%
AF
87
Allworth Financial
California
$29.8M -$1.43M -86,478 -5%
AAMA
88
Advanced Asset Management Advisors
Ohio
$29.5M
MTC
89
Matrix Trust Company
Colorado
$29M +$147K +8,919 +0.5%
Wells Fargo
90
Wells Fargo
California
$28.4M +$149K +9,006 +0.6%
FFN
91
Focus Financial Network
Minnesota
$28.1M +$866K +52,428 +3%
CF
92
Cantor Fitzgerald
New York
$27.9M -$711K -43,062 -3%
VC
93
Veery Capital
Delaware
$26.9M +$1.65M +100,158 +7%
JP Morgan Chase
94
JP Morgan Chase
New York
$26.1M -$191K -11,586 -0.8%
MF
95
Manchester Financial
California
$26M -$593K -35,931 -2%
DB
96
Dravo Bay
Delaware
$25.8M +$86.9K +5,265 +0.4%
BA
97
Ballast Advisors
Minnesota
$25.7M -$975K -59,055 -4%
RA
98
Rational Advisors
New York
$25.3M -$1.4M -84,930 -6%
BCI
99
Brinker Capital Investments
Pennsylvania
$25.1M -$1.26M -76,587 -5%
OPS
100
Orion Portfolio Solutions
Nebraska
$25.1M -$1.26M -76,587 -5%