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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1101
City Center Advisors LLC
Michigan
$265K – – –
MLA
1102
My Legacy Advisors
Oregon
$264K -$145K -6,233 -36%
PFS
1103
Prospera Financial Services
Texas
$263K – – –
PFA
1104
Pure Financial Advisors
California
$262K +$3.57K +153 +1%
TA
1105
TFB Advisors
Kansas
$261K +$263K +11,279 New
SFG
1106
SevenBridge Financial Group
Pennsylvania
$259K -$507K -21,772 -67%
EL
1107
EWA LLC
Pennsylvania
$258K -$517K -22,185 -67%
NAMNJ
1108
NorthStar Asset Management (New Jersey)
New Jersey
$258K -$19K -817 -7%
ACP
1109
Aveo Capital Partners
Colorado
$258K -$119K -5,124 -32%
IF
1110
Intrua Financial
Texas
$257K -$7.95K -341 -3%
SPG
1111
Strategic Planning Group
Utah
$256K +$886 +38 +0.3%
CWM
1112
Chronos Wealth Management
Florida
$256K -$16.1K -691 -6%
AWMM
1113
Aegis Wealth Management (Maryland)
Maryland
$255K +$257K +11,016 New
CCP
1114
Clarity Capital Partners
California
$254K – – –
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$182K +7,800 +280%
RWM
1116
Ritholtz Wealth Management
New York
$252K +$746 +32 +0.3%
TF
1117
Trek Financial
Arizona
$252K +$254K +10,877 New
AWA
1118
Authentikos Wealth Advisory
California
$252K +$253K +10,862 New
BWM
1119
Brown Wealth Management
Illinois
$250K -$8.44K -362 -3%
FPW
1120
Fairvoy Private Wealth
Alabama
$250K +$251K +10,765 New
IPA
1121
Investment Planning Advisors
Georgia
$249K +$250K +10,728 New
BCA
1122
Bay Colony Advisors
Massachusetts
$248K – – –
ACP
1123
Aviance Capital Partners
Florida
$248K -$53.6K -2,300 -18%
MSR
1124
Main Street Research
Connecticut
$248K +$249K +10,689 New
WHCFA
1125
William Howard & Co Financial Advisors
Tennessee
$246K -$4.22K -181 -2%
43 44
45
46 47