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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1051
Montag & Associates
Georgia
$358K – – –
MWM
1052
Mindset Wealth Management
Indiana
$354K +$69.9K +2,754 +26%
PWM
1053
Peterson Wealth Management
Nevada
$352K +$940 +37 +0.3%
RWM
1054
Ritholtz Wealth Management
New York
$351K -$14.4K -566 -4%
PCG
1055
Prosperity Consulting Group
Maryland
$351K +$338K +13,323 New
MIM
1056
Macroview Investment Management
Maryland
$351K +$5.66K +223 +2%
FMII
1057
Farmers & Merchants Investments Inc
Nebraska
$351K – – –
FC
1058
Fusion Capital
South Carolina
$349K -$20.4K -804 -6%
TPWA
1059
TRUE Private Wealth Advisors
Oregon
$346K -$20.3K -800 -6%
LA
1060
Legacy Advisors
Pennsylvania
$346K +$334K +13,135 New
ACP
1061
Aviance Capital Partners
Florida
$343K +$102 +4 +0%
CAM
1062
Costello Asset Management
Pennsylvania
$343K +$584 +23 +0.2%
BWM
1063
Brown Wealth Management
Illinois
$343K +$68.2K +2,687 +26%
CF
1064
Clarity Financial
Texas
$341K – – –
BW
1065
BIP Wealth
Georgia
$340K +$1.04K +41 +0.3%
BC
1066
Bowman & Company
Wisconsin
$339K -$2.36K -93 -0.7%
IAS
1067
Insigneo Advisory Services
Florida
$338K -$1.12K -44 -0.3%
EHAM
1068
Eagle Harbor Asset Management
Washington
$338K +$152 +6 +0%
FWS
1069
FinDec Wealth Services
California
$337K -$2.77K -109 -0.8%
PCM
1070
Palouse Capital Management
Washington
$337K -$8.15K -321 -2%
RIL
1071
Rothschild Investment LLC
Illinois
$336K +$25 +1 +0%
OAM
1072
Oppenheimer Asset Management
New York
$336K -$635 -25 -0.2%
SFGP
1073
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$336K +$127 +5 +0%
PVI
1074
Pine Valley Investments
New Jersey
$335K +$45K +1,774 +16%
AIA
1075
AssuredPartners Investment Advisors
Florida
$335K -$152K -5,994 -32%
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43
44 45