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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VV
1026
Verity & Verity
South Carolina
$313K – – –
FD
1027
Financial Designs
California
$313K – – –
FA
1028
FC Advisory
Pennsylvania
$312K -$11.8K -505 -3%
FA
1029
Fiducient Advisors
Illinois
$312K +$329K +14,124 New
GA
1030
GoalVest Advisory
New York
$311K -$27.9K -1,200 -8%
EIG
1031
Ellenbecker Investment Group
Wisconsin
$310K +$4.63K +199 +1%
GM
1032
GeoWealth Management
Illinois
$309K +$101K +4,330 +45%
FC
1033
Fusion Capital
South Carolina
$308K -$12.8K -550 -4%
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$308K – – –
CG
1035
CFO4Life Group
Texas
$308K -$104K -4,454 -24%
DIS
1036
Diversified Investment Strategies
Louisiana
$308K -$30K -1,290 -8%
TAM
1037
Titleist Asset Management
Texas
$307K – – –
NFA
1038
Northern Financial Advisors
Michigan
$306K +$13.4K +575 +4%
LGWM
1039
Litman Gregory Wealth Management
California
$306K – – –
CAG
1040
Curtis Advisory Group
California
$305K +$419 +18 +0.1%
FG
1041
Fairman Group
Pennsylvania
$305K +$165K +7,072 +54%
SIA
1042
SeaBridge Investment Advisors
New Jersey
$305K – – –
PIA
1043
Panoramic Investment Advisors
Colorado
$304K +$722 +31 +0.2%
TWA
1044
TCI Wealth Advisors
Arizona
$303K -$7.43K -319 -2%
WHC
1045
Wulff, Hansen & Co
California
$303K +$3.26K +140 +1%
ML
1046
Mayport LLC
Massachusetts
$301K -$5.82K -250 -2%
EB
1047
Eastern Bank
Massachusetts
$300K – – –
MA
1048
Montag & Associates
Georgia
$300K – – –
FMII
1049
Farmers & Merchants Investments Inc
Nebraska
$299K – – –
BIG
1050
Builder Investment Group
Georgia
$299K -$2.65K -114 -0.8%
40 41
42
43 44