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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1101
Affinity Capital Advisors
California
$380K +$146K +5,444 +58%
CWM
1102
Cadence Wealth Management
Massachusetts
$376K +$7.05K +263 +2%
SW
1103
SkyOak Wealth
Michigan
$374K +$391K +14,590 New
IRP
1104
Investment Research Partners
Pennsylvania
$373K +$41.8K +1,557 +12%
AIP
1105
Avail Investment Partners
Pennsylvania
$373K +$390K +14,557 New
PW
1106
Paladin Wealth
Minnesota
$373K – – –
PFS
1107
Prospera Financial Services
Texas
$371K +$52.7K +1,966 +16%
GLR
1108
Great Lakes Retirement
Ohio
$369K -$29.7K -1,107 -7%
AA
1109
Advisory Alpha
Michigan
$369K -$41.4K -1,543 -10%
FW
1110
Fairway Wealth
Ohio
$369K – – –
GBWM
1111
Granite Bay Wealth Management
New Hampshire
$368K -$13.9K -520 -3%
WA
1112
WPG Advisers
Maryland
$368K -$26.1K -973 -6%
BIG
1113
Builder Investment Group
Georgia
$366K +$80 +3 +0%
LWM
1114
Lighthouse Wealth Management
Ohio
$364K – – –
FD
1115
Financial Designs
California
$363K – – –
HFA
1116
Hippocratic Financial Advisors
California
$362K +$71K +2,645 +23%
KV
1117
Kickstand Ventures
New York
$362K +$378K +14,106 New
DCM
1118
Donaldson Capital Management
Indiana
$362K +$378K +14,102 New
AWAG
1119
ARS Wealth Advisors Group
Florida
$359K -$42.5K -1,583 -10%
WW
1120
Westshore Wealth
California
$359K +$1.07K +40 +0.3%
PAM
1121
Pegasus Asset Management
New York
$359K +$3.78K +141 +1%
MWM
1122
Mindset Wealth Management
Indiana
$358K +$134 +5 +0%
PSA
1123
Plum Street Advisors
Louisiana
$358K – – –
CPCM
1124
Cardinal Point Capital Management
Ontario, Canada
$357K -$14.8K -552 -4%
CG
1125
CFO4Life Group
Texas
$357K -$1.07K -40 -0.3%
43 44
45
46 47