We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1126
Koshinski Asset Management
Illinois
$236K -$93.6K -4,021 -27%
DPI
1127
Diversified Portfolios Inc
Michigan
$236K +$31.9K +1,372 +15%
MWM
1128
Mindset Wealth Management
Indiana
$236K +$248K +10,671 New
BCA
1129
Bay Colony Advisors
Massachusetts
$235K – – –
OGF
1130
Orin Green Financial
California
$235K +$269K +11,574 New
BBA
1131
BLB&B Advisors
Pennsylvania
$235K +$248K +10,634 New
WHCFA
1132
William Howard & Co Financial Advisors
Tennessee
$235K +$768 +33 +0.3%
SAM
1133
SP Asset Management
California
$234K +$47 +2 +0%
JFGIW
1134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K – – –
MMA
1135
Miracle Mile Advisors
California
$234K -$351K -15,057 -59%
GWSA
1136
Global Wealth Strategies & Associates
Colorado
$233K +$2.54K +109 +1%
AI
1137
Accredited Investors
Minnesota
$233K +$163 +7 +0.1%
EFM
1138
Eley Financial Management
Vermont
$233K – – –
EL
1139
EWA LLC
Pennsylvania
$231K -$15.8K -678 -6%
HNWAG
1140
High Net Worth Advisory Group
Florida
$231K +$40.5K +1,739 +20%
GWAM
1141
Guardian Wealth Advisors (Minnesota)
Minnesota
$228K – – –
QWP
1142
Quotient Wealth Partners
Texas
$227K -$4.1K -176 -2%
IF
1143
Intrua Financial
Texas
$226K -$19.3K -829 -7%
AA
1144
Advisory Alpha
Michigan
$226K +$238K +10,237 New
SI
1145
Shaker Investments
Ohio
$225K +$466 +20 +0.2%
FPCP
1146
Fort Point Capital Partners
California
$225K +$237K +10,202 New
PS
1147
Pinney & Scofield
Massachusetts
$225K – – –
RIP
1148
RAM Investment Partners
Washington
$224K – – –
TCM
1149
Telos Capital Management
California
$223K +$235K +10,108 New
CWA
1150
Capital Wealth Alliance
Arizona
$223K +$235K +10,093 New