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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
976
Level Financial Advisors
New York
$83.5K -$6.04K -366 -7%
OHWP
977
Oak Harbor Wealth Partners
North Carolina
$81.6K +$77.2K +4,677 New
SS
978
Sunbelt Securities
Texas
$80.1K +$297 +18 +0.4%
KSWA
979
Kathleen S. Wright Associates
Pennsylvania
$79.7K -$2.87K -174 -4%
BWA
980
BDO Wealth Advisors
Florida
$76.1K -$18.2K -1,101 -20%
GJIA
981
Glass Jacobson Investment Advisors
Maryland
$75.7K +$71.6K +4,335 New
OLVIG
982
Oliver Lagore Vanvalin Investment Group
Michigan
$74.4K +$70.4K +4,263 New
BWM
983
Baystate Wealth Management
Massachusetts
$70.3K +$50 +3 +0.1%
CCP
984
Clarkston Capital Partners
Michigan
$70.2K -$10.5K -636 -14%
GWS
985
Glassman Wealth Services
Virginia
$64.6K -$59.8K -3,621 -49%
SIS
986
Strategic Investment Solutions
Illinois
$64.1K -$4.01K -243 -6%
RP
987
Rice Partnership
Hawaii
$61.5K – – –
BWL
988
Bogart Wealth LLC
Virginia
$60.6K -$40K -2,421 -41%
CAL
989
Capital Analysts LLC
Pennsylvania
$57K +$198 +12 +0.4%
MRCM
990
M&R Capital Management
New Jersey
$56.6K +$22.6K +1,371 +73%
CAM
991
Chesapeake Asset Management
New York
$54K +$198 +12 +0.4%
GWMI
992
Guardian Wealth Management (Illinois)
Illinois
$53.8K +$99 +6 +0.2%
LWA
993
Lowe Wealth Advisors
Maryland
$53.7K – – –
ST
994
Smithfield Trust
Pennsylvania
$53K – – –
CFS
995
CGC Financial Services
Oregon
$52.4K +$49.5K +3,000 New
CIM
996
Contravisory Investment Management
Massachusetts
$51.5K +$10.2K +618 +27%
TAM
997
Tucker Asset Management
Colorado
$50K +$8.92K +540 +23%
BFEC
998
Benjamin F. Edwards & Company
Missouri
$48K – – –
WT
999
Washington Trust
Rhode Island
$47.4K – – –
JFGIW
1000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K -$142K -8,586 -77%
38 39
40
41 42