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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1126
SP Asset Management
California
$246K +$47 +2 +0%
IAS
1127
Insigneo Advisory Services
Florida
$245K +$246K +10,575 New
AI
1128
Accredited Investors
Minnesota
$244K +$140 +6 +0.1%
EFM
1129
Eley Financial Management
Vermont
$243K – – –
QWP
1130
Quotient Wealth Partners
Texas
$243K +$4.1K +176 +2%
SCA
1131
Stonebridge Capital Advisors
Minnesota
$242K – – –
GWSA
1132
Global Wealth Strategies & Associates
Colorado
$242K – – –
IWN
1133
Independent Wealth Network
Iowa
$241K -$67.1K -2,879 -22%
GWAM
1134
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K -$23 -1 -0%
SGK
1135
Steigerwald Gordon & Koch
Virginia
$240K -$17.1K -735 -7%
AC
1136
Apella Capital
Connecticut
$239K – – –
PS
1137
Pinney & Scofield
Massachusetts
$236K +$238K +10,197 New
SI
1138
Shaker Investments
Ohio
$236K +$373 +16 +0.2%
RIP
1139
RAM Investment Partners
Washington
$235K – – –
DIM
1140
Delta Investment Management
California
$234K +$235K +10,085 New
RF
1141
Robbins Farley
New Hampshire
$233K -$28.7K -1,232 -11%
CIA
1142
Choate Investment Advisors
Massachusetts
$231K -$10.5K -450 -4%
ACM
1143
Advisors Capital Management
New Jersey
$230K +$4.99K +214 +2%
AIFS
1144
A&I Financial Services
Colorado
$230K +$231K +9,924 New
LF
1145
LifeSteps Financial
California
$230K -$6.29K -270 -3%
NCM
1146
Narwhal Capital Management
Georgia
$230K -$9.09K -390 -4%
CRI
1147
Colonial River Investments
Virginia
$229K +$20.3K +872 +10%
SM
1148
Sensible Money
Arizona
$229K -$23 -1 -0%
FFG
1149
Fiduciary Financial Group
California
$229K +$653 +28 +0.3%
SL
1150
Salomon & Ludwin
Virginia
$229K +$2.31K +99 +1%
44 45
46
47 48