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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1051
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K -$21.5K -1,092 -13%
NG
1052
NWK Group
California
$146K -$4.72K -240 -3%
LC
1053
Lindbrook Capital
California
$142K -$2.07K -105 -2%
SC
1054
Stephens Consulting
Michigan
$131K – – –
BWL
1055
Bogart Wealth LLC
Virginia
$124K -$3.13K -159 -3%
PFPT
1056
Pinnacle Financial Partners (Tennessee)
Tennessee
$124K – – –
POIA
1057
Pin Oak Investment Advisors
Texas
$124K – – –
LFA
1058
Legend Financial Advisors
Pennsylvania
$118K – – –
AWM
1059
Atticus Wealth Management
Florida
$118K +$1.18K +60 +1%
RG
1060
Retirement Group
California
$117K – – –
CT
1061
Colonial Trust
South Carolina
$116K +$111K +5,625 New
HWA
1062
Heritage Wealth Advisors
Virginia
$112K – – –
CWC
1063
Carolinas Wealth Consulting
North Carolina
$110K +$65.8K +3,342 +169%
BL
1064
Balentine LLC
Georgia
$107K +$55.3K +2,808 +120%
CNBTD
1065
Citizens National Bank Trust Department
Mississippi
$102K +$96.9K +4,920 New
TCPG
1066
Trivant Custom Portfolio Group
California
$99.3K – – –
SS
1067
Sunbelt Securities
Texas
$95.2K -$91.9K -4,668 -50%
CIM
1068
Contravisory Investment Management
Massachusetts
$93.5K -$81.3K -4,128 -48%
MJRIC
1069
Mogy Joel R Investment Counsel
California
$92.4K +$87.9K +4,467 New
GJIA
1070
Glass Jacobson Investment Advisors
Maryland
$90.3K -$238K -12,066 -73%
BFEC
1071
Benjamin F. Edwards & Company
Missouri
$89K +$30.7K +1,557 +56%
FFA
1072
Frazier Financial Advisors
Ohio
$88.8K +$46.5K +2,364 +123%
KSWA
1073
Kathleen S. Wright Associates
Pennsylvania
$88.3K -$2.83K -144 -3%
GI
1074
Gradient Investments
Minnesota
$87.9K +$67.4K +3,426 +417%
JFGIW
1075
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.7K -$32.7K -1,659 -28%
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43
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