We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1026
Lighthouse Wealth Management
Ohio
$314K – – –
PSA
1027
Plum Street Advisors
Louisiana
$313K – – –
VV
1028
Verity & Verity
South Carolina
$313K – – –
FD
1029
Financial Designs
California
$313K – – –
FA
1030
FC Advisory
Pennsylvania
$312K -$11.8K -505 -3%
FA
1031
Fiducient Advisors
Illinois
$312K +$329K +14,124 New
GA
1032
GoalVest Advisory
New York
$311K -$27.9K -1,200 -8%
EIG
1033
Ellenbecker Investment Group
Wisconsin
$310K +$4.63K +199 +1%
GM
1034
GeoWealth Management
Illinois
$309K +$101K +4,330 +45%
FC
1035
Fusion Capital
South Carolina
$308K -$12.8K -550 -4%
TPWA
1036
TRUE Private Wealth Advisors
Oregon
$308K – – –
CG
1037
CFO4Life Group
Texas
$308K -$104K -4,454 -24%
DIS
1038
Diversified Investment Strategies
Louisiana
$308K -$30K -1,290 -8%
TAM
1039
Titleist Asset Management
Texas
$307K – – –
NFA
1040
Northern Financial Advisors
Michigan
$306K +$13.4K +575 +4%
LGWM
1041
Litman Gregory Wealth Management
California
$306K – – –
CAG
1042
Curtis Advisory Group
California
$305K +$419 +18 +0.1%
FG
1043
Fairman Group
Pennsylvania
$305K +$165K +7,072 +54%
SIA
1044
SeaBridge Investment Advisors
New Jersey
$305K – – –
PIA
1045
Panoramic Investment Advisors
Colorado
$304K +$722 +31 +0.2%
TCI Wealth Advisors
1046
TCI Wealth Advisors
Arizona
$303K -$7.43K -319 -2%
WHC
1047
Wulff, Hansen & Co
California
$303K +$3.26K +140 +1%
ML
1048
Mayport LLC
Massachusetts
$301K -$5.82K -250 -2%
Eastern Bank
1049
Eastern Bank
Massachusetts
$300K – – –
Montag & Associates
1050
Montag & Associates
Georgia
$300K – – –