We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1001
Family Investment Center
Missouri
$282K +$196 +9 +0.1%
C
1002
CEDRUS
Colorado
$280K -$78.3K -3,594 -22%
CPC
1003
Consolidated Planning Corp
Georgia
$280K
FWP
1004
Falcon Wealth Planning
California
$280K +$6.86K +315 +3%
MBFW
1005
Morton Brown Family Wealth
Pennsylvania
$279K
BC
1006
Bowman & Company
Wisconsin
$279K +$1.7K +78 +0.6%
TAM
1007
Tucker Asset Management
Colorado
$278K -$146K -6,678 -35%
TWM
1008
Tradition Wealth Management
Minnesota
$277K +$131 +6 +0%
RFA
1009
Rollins Financial Advisors
New York
$276K
SL
1010
Sentinus LLC
Illinois
$276K -$811K -37,206 -75%
MSA
1011
McAlister Sweet & Associates
Texas
$274K
HCP
1012
Hexagon Capital Partners
Arkansas
$274K -$35.2K -1,617 -12%
SIA
1013
Soltis Investment Advisors
Utah
$272K +$6.34K +291 +2%
KHCM
1014
Kirtland Hills Capital Management
Ohio
$271K
NAMNJ
1015
NorthStar Asset Management (New Jersey)
New Jersey
$271K -$6.01K -276 -2%
TFA
1016
Tobias Financial Advisors
Florida
$266K -$7.32K -336 -3%
CWM
1017
Chronos Wealth Management
Florida
$265K +$255K +11,721 New
MIC
1018
Meridian Investment Counsel
California
$264K +$327 +15 +0.1%
HT
1019
Headlands Technologies
Illinois
$264K
CCMG
1020
Clark Capital Management Group
Pennsylvania
$263K +$6.73K +309 +3%
EL
1021
EWA LLC
Pennsylvania
$261K +$726K +33,333 New
ST
1022
Smithfield Trust
Pennsylvania
$261K
CSPIA
1023
Cary Street Partners Investment Advisory
Virginia
$260K
LWL
1024
Leo Wealth LLC
Texas
$260K -$36.5K -1,677 -13%
CCAL
1025
City Center Advisors LLC
Michigan
$259K -$60.3K -2,766 -19%