We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1076
Advocate Group
Minnesota
$219K – – –
CWS
1077
Cypress Wealth Services
California
$219K -$2.62K -120 -1%
FWM
1078
Fortress Wealth Management
California
$219K – – –
WG
1079
Welch Group
Alabama
$218K – – –
SWM
1080
Segment Wealth Management
Texas
$217K +$261 +12 +0.1%
PG
1081
Prostatis Group
Maryland
$217K +$209K +9,582 New
CWP
1082
Corepath Wealth Partners
Arizona
$214K +$608K +27,900 New
PMSA
1083
Patrick M. Sweeney & Associates
Illinois
$214K +$65 +3 +0%
SB
1084
Strategic Blueprint
Georgia
$212K +$204K +9,372 New
MAG
1085
M3 Advisory Group
Massachusetts
$212K +$204K +9,357 New
PCH
1086
PGIM Custom Harvest
New Jersey
$211K – – –
WMA
1087
West Michigan Advisors
Michigan
$211K +$203K +9,333 New
DPI
1088
Diversified Portfolios Inc
Michigan
$211K -$11.7K -537 -5%
PWPS
1089
Pinnacle Wealth Planning Services
Ohio
$211K +$203K +9,318 New
HCMG
1090
Howard Capital Management Group
California
$209K +$201K +9,234 New
PCM
1091
Presidio Capital Management
California
$208K -$65.9K -3,024 -25%
BA
1092
Bridge Advisory
California
$208K +$200K +9,180 New
BFG
1093
Beacon Financial Group
Texas
$207K +$199K +9,150 New
CSA
1094
Cottage Street Advisors
Massachusetts
$206K +$198K +9,093 New
BDFN
1095
Bond & Devick Financial Network
Minnesota
$204K +$196K +9,018 New
CRI
1096
Colonial River Investments
Virginia
$204K +$196K +9,012 New
PI
1097
PFG Investments
New York
$203K +$196K +8,985 New
SWA
1098
Sax Wealth Advisors
New Jersey
$203K +$196K +8,976 New
GWWM
1099
Great Waters Wealth Management
Minnesota
$202K +$195K +8,937 New
CT
1100
Colonial Trust
South Carolina
$202K +$71.9K +3,300 +59%
42 43
44
45 46