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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1001
Argent Capital Management
Missouri
$407K +$393K +15,460 New
BWP
1002
BSW Wealth Partners
Colorado
$407K +$3.28K +129 +0.8%
PWA
1003
Portus Wealth Advisors
North Carolina
$406K +$392K +15,423 New
GWSA
1004
Global Wealth Strategies & Associates
Colorado
$406K +$126K +4,970 +48%
SP
1005
Sherman Porfolios
Idaho
$405K +$180K +7,106 +86%
ACM
1006
Aspen Capital Management
Idaho
$403K -$5.26K -207 -1%
FF
1007
Francis Financial
$403K – – –
RBC
1008
Romano Brothers & Co
Illinois
$401K – – –
BWFA
1009
Baltimore-Washington Financial Advisors
Maryland
$400K +$25 +1 +0%
PWA
1010
Peterson Wealth Advisors
Utah
$399K +$7.57K +298 +2%
SAA
1011
Southeast Asset Advisors
Georgia
$397K -$15.2K -600 -4%
SIM
1012
Stratos Investment Management
Ohio
$395K +$381K +15,014 New
FLA
1013
Financial Life Advisors
Texas
$395K – – –
BTWM
1014
Brass Tax Wealth Management
Ohio
$394K -$12.8M -505,922 -97%
CIAS
1015
Capital Investment Advisory Services
North Carolina
$394K +$1.83K +72 +0.5%
DFA
1016
DHJJ Financial Advisors
Illinois
$392K -$10.6K -419 -3%
GF
1017
Gries Financial
Ohio
$390K – – –
ML
1018
Mayport LLC
Massachusetts
$389K – – –
TWA
1019
TCI Wealth Advisors
Arizona
$388K +$36.8K +1,450 +11%
ACM
1020
Advisors Capital Management
New Jersey
$388K +$5.38K +212 +1%
PW
1021
Paladin Wealth
Minnesota
$383K -$27.1K -1,069 -7%
MSR
1022
Main Street Research
Connecticut
$383K +$92.3K +3,633 +33%
FD
1023
Financial Designs
California
$382K – – –
NFA
1024
Northern Financial Advisors
Michigan
$380K +$10.7K +422 +3%
SS
1025
Sound Stewardship
Kansas
$380K -$4.11K -162 -1%
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