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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Endurance Wealth Management
Rhode Island
$6K +$5.68K +375 New
SWA
1002
SOA Wealth Advisors
New York
$5.24K – – –
MAWA
1003
Moss Adams Wealth Advisors
Washington
$5.1K +$5.13K +339 New
KA
1004
Kozak & Associates
Colorado
$5K – – –
QCG
1005
Quadrant Capital Group
Ohio
$4.88K -$298K -19,716 -98%
FFA
1006
Fairfield Financial Advisors
Massachusetts
$4.71K – – –
CWP
1007
Concord Wealth Partners
Virginia
$4.21K +$4.22K +279 New
BCM
1008
Bourgeon Capital Management
Connecticut
$4.06K – – –
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$4K – – –
TF
1010
Tompkins Financial
New York
$4K +$3.59K +237 New
KFI
1011
Key Financial Inc
Pennsylvania
$3.81K – – –
JFA
1012
JNBA Financial Advisors
Minnesota
$3.79K -$19.7K -1,302 -84%
RIA
1013
Realta Investment Advisors
Delaware
$3.61K – – –
AAP
1014
Arax Advisory Partners
Colorado
$3.48K -$8.13K -537 -70%
TCA
1015
Trifecta Capital Advisors
Illinois
$3.34K +$3.36K +222 New
FCAS
1016
First Command Advisory Services
Texas
$3K -$20.3K -1,341 -64%
OAJ
1017
Ogorek Anthony Joseph
New York
$3K -$363 -24 -10%
AA
1018
Addison Advisors
Vermont
$2.98K +$3K +198 New
ACA
1019
Atlas Capital Advisors
Wyoming
$2.98K – – –
GFPC
1020
Global Financial Private Client
Florida
$2.89K – – –
AFG
1021
Albion Financial Group
Utah
$2.67K +$2.68K +177 New
FWM
1022
Focused Wealth Management
New York
$2.62K – – –
FCAG
1023
First Capital Advisors Group
New Jersey
$2.61K – – –
BA
1024
Bellwether Advisors
Nebraska
$2.08K – – –
RWPA
1025
Richard W. Paul & Associates
Michigan
$1.92K +$1.95K +129 New
39 40
41
42 43