We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Whitegate Investment Counselors
New Hampshire
– -$1.01M -58,212 Closed
SIM
1002
Stratos Investment Management
Ohio
– -$948K -54,684 Closed
RPCA
1003
Running Point Capital Advisors
California
– -$941K -54,282 Closed
PWM
1004
Praetorian Wealth Management
California
– -$698K -40,278 Closed
MWM
1005
Modera Wealth Management
New Jersey
– -$636K -36,666 Closed
GRP
1006
Global Retirement Partners
California
– -$617K -35,604 Closed
CCP
1007
Cassia Capital Partners
North Carolina
– -$375K -21,636 Closed
LWM
1008
Liberty Wealth Management
California
– -$374K -21,564 Closed
EWM
1009
Evercore Wealth Management
New York
– -$319K -18,420 Closed
WPW
1010
Waldron Private Wealth
Pennsylvania
– -$268K -15,474 Closed
FM
1011
Foster & Motley
Ohio
– -$255K -14,688 Closed
SHA
1012
Seneca House Advisors
Virginia
– -$254K -14,676 Closed
JLBC
1013
J.L. Bainbridge & Co
Florida
– -$212K -12,204 Closed
AL
1014
ADE LLC
Maryland
– -$108K -6,216 Closed
GPA
1015
Guidance Point Advisors
Massachusetts
– -$79K -4,596 Closed
DOA
1016
D'Orazio & Associates
Virginia
– -$69K -3,966 Closed
GKWIM
1017
Gerber Kawasaki Wealth & Investment Management
California
– -$29K -1,692 Closed
PCFFS
1018
Pacific Center for Financial Services
California
– -$28K -1,626 Closed
BL
1019
Balentine LLC
Georgia
– -$14K -816 Closed
LDFR
1020
Lehman & Derafelo Financial Resources
Pennsylvania
– -$10K -588 Closed
FCFS
1021
First Command Financial Services
Texas
– -$6K -342 Closed
IPW
1022
IronBridge Private Wealth
Texas
– -$4K -258 Closed
FCAS
1023
First Command Advisory Services
Texas
– -$2K -114 Closed
AWM
1024
Activest Wealth Management
Florida
– -$1K -84 Closed
ME
1025
McIlrath & Eck
Washington
– -$1K -72 Closed
37 38 39 40
41