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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Cadence Wealth Management
Massachusetts
$266K +$28.9K +1,240 +12%
CCAL
1102
City Center Advisors LLC
Michigan
$265K – – –
MLA
1103
My Legacy Advisors
Oregon
$264K -$145K -6,233 -36%
PFS
1104
Prospera Financial Services
Texas
$263K – – –
PFA
1105
Pure Financial Advisors
California
$262K +$3.57K +153 +1%
TA
1106
TFB Advisors
Kansas
$261K +$263K +11,279 New
SFG
1107
SevenBridge Financial Group
Pennsylvania
$259K -$507K -21,772 -67%
EL
1108
EWA LLC
Pennsylvania
$258K -$517K -22,185 -67%
NAMNJ
1109
NorthStar Asset Management (New Jersey)
New Jersey
$258K -$19K -817 -7%
ACP
1110
Aveo Capital Partners
Colorado
$258K -$119K -5,124 -32%
IF
1111
Intrua Financial
Texas
$257K -$7.95K -341 -3%
SPG
1112
Strategic Planning Group
Utah
$256K +$886 +38 +0.3%
CWM
1113
Chronos Wealth Management
Florida
$256K -$16.1K -691 -6%
AWMM
1114
Aegis Wealth Management (Maryland)
Maryland
$255K +$257K +11,016 New
CCP
1115
Clarity Capital Partners
California
$254K – – –
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$182K +7,800 +280%
RWM
1117
Ritholtz Wealth Management
New York
$252K +$746 +32 +0.3%
TF
1118
Trek Financial
Arizona
$252K +$254K +10,877 New
AWA
1119
Authentikos Wealth Advisory
California
$252K +$253K +10,862 New
BWM
1120
Brown Wealth Management
Illinois
$250K -$8.44K -362 -3%
FPW
1121
Fairvoy Private Wealth
Alabama
$250K +$251K +10,765 New
IPA
1122
Investment Planning Advisors
Georgia
$249K +$250K +10,728 New
BCA
1123
Bay Colony Advisors
Massachusetts
$248K – – –
ACP
1124
Aviance Capital Partners
Florida
$248K -$53.6K -2,300 -18%
MSR
1125
Main Street Research
Connecticut
$248K +$249K +10,689 New
43 44
45
46 47