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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1001
Aspire Growth Partners
Florida
$344K +$1.09K +47 +0.3%
CFG
1002
Certior Financial Group
Pennsylvania
$343K -$90.7K -3,898 -20%
ACM
1003
Aspen Capital Management
Idaho
$343K +$361K +15,512 New
BWFA
1004
Baltimore-Washington Financial Advisors
Maryland
$340K -$67.7K -2,907 -16%
SAA
1005
Southeast Asset Advisors
Georgia
$339K +$31.3K +1,344 +10%
PCH
1006
PGIM Custom Harvest
New Jersey
$339K -$29.5K -1,266 -8%
GIA
1007
Guyasuta Investment Advisors
Pennsylvania
$338K +$357K +15,324 New
FF
1008
Francis Financial
$338K -$139K -5,952 -28%
MA
1009
Modus Advisors
Minnesota
$337K -$15.5K -666 -4%
GAA
1010
Global Assets Advisory
Florida
$334K +$371K +15,921 New
RBC
1011
Romano Brothers & Co
Illinois
$333K +$2.23K +96 +0.6%
BW
1012
BIP Wealth
Georgia
$333K – – –
SIA
1013
Soltis Investment Advisors
Utah
$332K +$77.6K +3,335 +28%
FLA
1014
Financial Life Advisors
Texas
$331K – – –
HCP
1015
Hexagon Capital Partners
Arkansas
$328K +$52.8K +2,270 +18%
BEW
1016
Burton Enright Welch
California
$328K +$346K +14,848 New
WW
1017
Westshore Wealth
California
$325K +$1.07K +46 +0.3%
FIC
1018
Family Investment Center
Missouri
$325K +$52.5K +2,257 +18%
CP
1019
Capital Planning
Washington
$323K -$385K -16,553 -53%
CIAS
1020
Capital Investment Advisory Services
North Carolina
$323K +$56.7K +2,437 +20%
FW
1021
Fairway Wealth
Ohio
$317K +$107K +4,578 +47%
SW
1022
SMART Wealth
Nebraska
$317K +$334K +14,368 New
SS
1023
Sound Stewardship
Kansas
$317K -$10.3K -442 -3%
LWM
1024
Lighthouse Wealth Management
Ohio
$314K – – –
PSA
1025
Plum Street Advisors
Louisiana
$313K – – –
39 40
41
42 43