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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Shakespeare Wealth Management
Wisconsin
$312K -$124K -4,865 -29%
GM
1102
GeoWealth Management
Illinois
$311K +$32.3K +1,271 +12%
SIA
1103
Soltis Investment Advisors
Utah
$310K – – –
IF
1104
Intrua Financial
Texas
$308K +$68.6K +2,700 +30%
MWC
1105
MKD Wealth Coaches
Michigan
$308K +$5.61K +221 +2%
OFI
1106
Outbound Financial Inc
Colorado
$307K – – –
NEWAS
1107
N.E.W. Advisory Services
Wisconsin
$307K – – –
TWM
1108
Tradition Wealth Management
Minnesota
$307K -$32.9K -1,296 -10%
JFG
1109
JDM Financial Group
Texas
$307K -$156K -6,144 -35%
FWP
1110
Falcon Wealth Planning
California
$307K -$6.96K -274 -2%
SWP
1111
Strategic Wealth Partners
Ohio
$306K – – –
WF
1112
Warner Financial
Maryland
$305K +$294K +11,591 New
WB
1113
Webster Bank
Connecticut
$303K -$30.1K -1,185 -9%
ST
1114
Smithfield Trust
Pennsylvania
$303K – – –
CWA
1115
Clarity Wealth Advisors
California
$302K -$9.07K -357 -3%
HFA
1116
Hippocratic Financial Advisors
California
$302K +$291K +11,471 New
BEI
1117
Benjamin Edwards Inc
Missouri
$298K +$38.2K +1,503 +15%
SIAS
1118
Summit Investment Advisory Services
Minnesota
$297K – – –
SC
1119
Syon Capital
California
$295K – – –
CFP
1120
Curran Financial Partners
South Carolina
$294K +$283K +11,163 New
GWM
1121
Geneos Wealth Management
Colorado
$293K -$9.68M -381,151 -97%
CICC
1122
Capital Investment Counsel (Colorado)
Colorado
$293K – – –
NCM
1123
Narwhal Capital Management
Georgia
$292K -$27.6K -1,088 -9%
PWA
1124
Physician Wealth Advisors
Utah
$288K -$293K -11,530 -51%
IFA
1125
Index Fund Advisors
California
$288K -$229 -9 -0.1%
43 44
45
46 47