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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1101
HighMark Wealth Management
Minnesota
$31.9K +$158 +9 +0.5%
PA
1102
Pineridge Advisors
Missouri
$31K +$28.9K +1,647 New
HBW
1103
Hazlett, Burt & Watson
West Virginia
$30K – – –
PCA
1104
Providence Capital Advisors
North Carolina
$29.3K – – –
MWM
1105
Mascoma Wealth Management
New Hampshire
$28.1K – – –
CP
1106
Castleview Partners
Texas
$27.9K -$71.9K -4,095 -73%
AAP
1107
Arax Advisory Partners
Colorado
$25.8K +$8.06K +459 +50%
DAM
1108
Delta Asset Management
Tennessee
$25.4K – – –
PGAM
1109
Princeton Global Asset Management
New Jersey
$24.1K +$105 +6 +0.5%
MFA
1110
McClarren Financial Advisors
Pennsylvania
$20K +$105 +6 +0.6%
W
1111
WealthCollab
Washington
$19.5K +$18.2K +1,035 New
BGAI
1112
Bruce G. Allen Investments
Colorado
$19.2K +$17.9K +1,020 New
BCPWM
1113
Bradley & Co Private Wealth Management
Florida
$18.4K +$17.2K +978 New
TFG
1114
Team Financial Group
California
$18.3K +$53 +3 +0.3%
CPG
1115
Custom Portfolio Group
Colorado
$17.7K +$16.5K +942 New
AA
1116
Addison Advisors
Vermont
$17K +$14.6K +834 +1,209%
HPIA
1117
Hamilton Point Investment Advisors
North Carolina
$16.8K +$15.7K +894 New
SVCP
1118
Silicon Valley Capital Partners
California
$16.5K +$53 +3 +0.3%
GI
1119
Gradient Investments
Minnesota
$15.4K -$37.6K -2,142 -72%
PIS
1120
POM Investment Strategies
North Carolina
$15.2K +$14.2K +810 New
CPG
1121
Cornerstone Planning Group
New Jersey
$14.8K – – –
DWMG
1122
DB Wealth Management Group
California
$14.3K – – –
TSWM
1123
Tyler-Stone Wealth Management
Ohio
$14.2K +$13.3K +756 New
RA
1124
Rise Advisors
New York
$14.1K +$13.2K +750 New
TC
1125
Truvestments Capital
Florida
$13.8K +$12.9K +732 New
43 44
45
46 47