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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1076
Oppenheimer Asset Management
New York
$312K +$678 +30 +0.2%
RIL
1077
Rothschild Investment LLC
Illinois
$312K – – –
SFGP
1078
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$311K +$126K +5,580 +78%
PWM
1079
PTM Wealth Management
United States
$311K +$3.96K +175 +1%
UCI
1080
Uncommon Cents Investing
Wisconsin
$311K +$287K +12,711 New
WB
1081
Webster Bank
Connecticut
$310K +$287K +12,690 New
CT
1082
Clearstead Trust
Maine
$310K – – –
BSI
1083
Bennett Selby Investments
Maine
$308K – – –
AIIMS
1084
Analyst IMS Investment Management Services
Israel
$308K – – –
TIA
1085
Tiemann Investment Advisors
California
$307K – – –
SCA
1086
Snowden Capital Advisors
New York
$306K +$9.09K +402 +3%
RI
1087
Rinkey Investments
California
$306K -$9.84K -435 -3%
FIC
1088
Family Investment Center
Missouri
$306K -$50.1K -2,214 -15%
CPC
1089
Consolidated Planning Corp
Georgia
$303K – – –
MBFW
1090
Morton Brown Family Wealth
Pennsylvania
$301K – – –
CFG
1091
Carter Financial Group
Illinois
$301K +$279K +12,322 New
BCA
1092
Bay Colony Advisors
Massachusetts
$300K +$35.6K +1,574 +15%
AWM
1093
Austin Wealth Management
Texas
$300K -$189K -8,356 -41%
NCM
1094
Narwhal Capital Management
Georgia
$298K -$12.3K -546 -4%
BWP
1095
Burling Wealth Partners
Illinois
$295K +$1.49K +66 +0.6%
FFG
1096
Fortem Financial Group
California
$294K +$272K +12,049 New
PFPT
1097
Pinnacle Financial Partners (Tennessee)
Tennessee
$294K +$136K +6,014 +100%
EB
1098
Eastern Bank
Massachusetts
$292K -$37K -1,638 -12%
FWP
1099
Falcon Wealth Planning
California
$291K +$6.42K +284 +2%
CWA
1100
Clarity Wealth Advisors
California
$289K – – –
42 43
44
45 46