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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
MKT Advisors
California
– -$203K -12,954 Closed
WA
1002
Wealth Architects
California
– -$232K -12,951 Closed
MCM
1003
Morton Capital Management
California
– -$231K -12,870 Closed
AIIMS
1004
Analyst IMS Investment Management Services
Israel
– -$226K -12,600 Closed
HCM
1005
HM Capital Management
Missouri
– -$223K -12,402 Closed
PAMG
1006
Patton Albertson Miller Group
Tennessee
– -$219K -12,207 Closed
HWA
1007
Heartwood Wealth Advisors
Virginia
– -$218K -12,150 Closed
RWA
1008
Redhawk Wealth Advisors
Minnesota
– -$217K -12,099 Closed
SL
1009
Summitry LLC
California
– -$215K -11,970 Closed
FM
1010
Foster & Motley
Ohio
– -$214K -11,910 Closed
FEG
1011
Fund Evaluation Group
Ohio
– -$213K -11,874 Closed
BSSFA
1012
Baron Silver Stevens Financial Advisors
Florida
– -$207K -11,544 Closed
SW
1013
SteelPeak Wealth
California
– -$207K -11,508 Closed
GP
1014
Girard Partners
Pennsylvania
– -$205K -11,466 Closed
WIP
1015
WealthCare Investment Partners
Rhode Island
– -$201K -11,421 Closed
WJWM
1016
Williams Jones Wealth Management
New York
– -$204K -11,385 Closed
AFA
1017
AllGen Financial Advisors
Florida
– -$203K -11,319 Closed
CWM
1018
Cadence Wealth Management
Massachusetts
– -$202K -11,235 Closed
CL
1019
Choreo LLC
Illinois
– -$201K -11,217 Closed
FFA
1020
Freedman Financial Associates
Massachusetts
– -$161K -8,886 Closed
SCA
1021
Sandy Cove Advisors
Massachusetts
– -$135K -7,500 Closed
LSA
1022
Lansing Street Advisors
Pennsylvania
– -$68K -3,858 Closed
GT
1023
Glenmede Trust
Pennsylvania
– -$57K -3,210 Closed
EPM
1024
Elm Partners Management
Pennsylvania
– -$52K -2,904 Closed
SLWA
1025
San Luis Wealth Advisors
California
– -$37K -978 Closed
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