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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Seaside Wealth Management
California
$387K – – –
SAA
1002
Southeast Asset Advisors
Georgia
$383K +$7.24K +320 +2%
PW
1003
Paladin Wealth
Minnesota
$382K +$353K +15,613 New
AGP
1004
Aspire Growth Partners
Florida
$380K +$1.04K +46 +0.3%
ACM
1005
Aspen Capital Management
Idaho
$379K +$226 +10 +0.1%
TCM
1006
Traub Capital Management
Massachusetts
$379K +$350K +15,491 New
GIA
1007
Guyasuta Investment Advisors
Pennsylvania
$375K +$497 +22 +0.1%
BWP
1008
BSW Wealth Partners
Colorado
$374K -$8.79K -389 -2%
FF
1009
Francis Financial
$374K – – –
DFA
1010
DHJJ Financial Advisors
Illinois
$374K -$29.4K -1,299 -8%
RBC
1011
Romano Brothers & Co
Illinois
$372K +$3.26K +144 +1%
BWFA
1012
Baltimore-Washington Financial Advisors
Maryland
$371K -$4.82K -213 -1%
FLA
1013
Financial Life Advisors
Texas
$367K – – –
CFG
1014
Certior Financial Group
Pennsylvania
$364K -$13.9K -617 -4%
CIAS
1015
Capital Investment Advisory Services
North Carolina
$364K +$6.26K +277 +2%
GF
1016
Gries Financial
Ohio
$362K -$182K -8,028 -35%
ML
1017
Mayport LLC
Massachusetts
$361K +$26.2K +1,161 +9%
WW
1018
Westshore Wealth
California
$361K +$972 +43 +0.3%
PWA
1019
Peterson Wealth Advisors
Utah
$361K +$60.1K +2,657 +22%
TSWM
1020
Tyler-Stone Wealth Management
Ohio
$357K +$330K +14,594 New
SS
1021
Sound Stewardship
Kansas
$356K +$4.97K +220 +2%
CAG
1022
Curtis Advisory Group
California
$356K +$16.7K +737 +5%
ACM
1023
Advisors Capital Management
New Jersey
$355K +$108K +4,792 +49%
FW
1024
Fairway Wealth
Ohio
$351K – – –
I
1025
INVST
Indiana
$347K +$321K +14,203 New
39 40
41
42 43