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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1076
Rice Partnership
Hawaii
$82.6K +$9.21K +468 +13%
NSIM
1077
North Star Investment Management
Illinois
$81.5K +$236 +12 +0.3%
GAA
1078
Global Assets Advisory
Florida
$78K +$74.4K +3,777 New
GWS
1079
Glassman Wealth Services
Virginia
$77.9K – – –
PAM
1080
Palisade Asset Management
Minnesota
$68.3K +$65K +3,300 New
CWM
1081
Cedar Wealth Management
California
$67.3K -$3.19K -162 -5%
CP
1082
Castleview Partners
Texas
$65.7K +$33.3K +1,692 +114%
LTI
1083
Laffer Tengler Investments
Tennessee
$64.9K +$61.7K +3,135 New
GWMI
1084
Guardian Wealth Management (Illinois)
Illinois
$64.1K +$118 +6 +0.2%
DCM
1085
Davis Capital Management
Florida
$62.5K -$1.89K -96 -3%
CFS
1086
CGC Financial Services
Oregon
$62.1K – – –
AW
1087
Avion Wealth
Texas
$61K -$9.74K -495 -15%
SIC
1088
SJS Investment Consulting
Ohio
$60.9K +$19.8K +1,005 +52%
PWMG
1089
Prestige Wealth Management Group
New Jersey
$60.8K -$62.2K -3,162 -52%
CJ
1090
Caitlin John
Michigan
$56.7K – – –
FFO
1091
Fortitude Family Office
Arizona
$56.5K – – –
WT
1092
Washington Trust
Rhode Island
$56K -$177 -9 -0.3%
MSS
1093
Mitchell Sinkler & Starr
Pennsylvania
$55.9K -$841K -42,738 -94%
AWM
1094
Aberdeen Wealth Management
Illinois
$53.8K – – –
CCP
1095
Clarkston Capital Partners
Michigan
$52.8K -$26.6K -1,350 -35%
DI
1096
DAGCO Inc
Ohio
$52.8K +$50.2K +2,550 New
TFM
1097
TFC Financial Management
Massachusetts
$51K +$118 +6 +0.2%
CA
1098
Centerpoint Advisors
Massachusetts
$51K – – –
ME
1099
McIlrath & Eck
Washington
$50.6K – – –
FWM
1100
FSA Wealth Management
Massachusetts
$48.3K -$4.25K -216 -8%
42 43
44
45 46