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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Capital Planning Advisors
California
$391K +$388K +14,541 New
CPCM
1102
Cardinal Point Capital Management
Ontario, Canada
$390K +$118K +4,422 +44%
CWM
1103
Cadence Wealth Management
Massachusetts
$387K +$10.7K +401 +3%
FW
1104
Fairway Wealth
Ohio
$387K – – –
BIG
1105
Builder Investment Group
Georgia
$384K +$18.5K +692 +5%
LWM
1106
Lighthouse Wealth Management
Ohio
$382K – – –
FD
1107
Financial Designs
California
$381K – – –
MCC
1108
Money Concepts Capital
Florida
$381K +$13.4K +501 +4%
CFG
1109
Certior Financial Group
Pennsylvania
$381K -$2.24K -84 -0.6%
FA
1110
Fiducient Advisors
Illinois
$380K – – –
GA
1111
GoalVest Advisory
New York
$379K – – –
OAM
1112
Oppenheimer Asset Management
New York
$377K +$33.3K +1,247 +10%
BIG
1113
Brooklyn Investment Group
New York
$376K -$1.24M -46,434 -77%
CG
1114
CFO4Life Group
Texas
$376K +$240 +9 +0.1%
MWM
1115
Mindset Wealth Management
Indiana
$376K +$14K +523 +4%
PSA
1116
Plum Street Advisors
Louisiana
$376K – – –
WW
1117
Westshore Wealth
California
$375K +$1.12K +42 +0.3%
CIM
1118
Cambria Investment Management
California
$374K +$372K +13,915 New
CF
1119
Clarity Financial
Texas
$374K +$25K +935 +7%
PIA
1120
Panoramic Investment Advisors
Colorado
$373K +$801 +30 +0.2%
LGWM
1121
Litman Gregory Wealth Management
California
$373K – – –
PAM
1122
Pegasus Asset Management
New York
$373K – – –
PVI
1123
Pine Valley Investments
New Jersey
$372K +$29.9K +1,120 +9%
CAG
1124
Curtis Advisory Group
California
$372K -$641 -24 -0.2%
WA
1125
Waddell & Associates
Tennessee
$372K -$1.31K -49 -0.4%
43 44
45
46 47