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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1126
Summitry LLC
California
$372K +$369K +13,806 New
SIA
1127
SeaBridge Investment Advisors
New Jersey
$371K – – –
SCA
1128
Stonebridge Capital Advisors
Minnesota
$369K +$87.1K +3,262 +31%
BWM
1129
Brown Wealth Management
Illinois
$367K +$15.8K +593 +5%
MA
1130
Montag & Associates
Georgia
$366K – – –
LF
1131
LifeSteps Financial
California
$364K -$14K -524 -4%
MA
1132
Modus Advisors
Minnesota
$364K -$6.14K -230 -2%
ML
1133
Mayport LLC
Massachusetts
$363K -$34.1K -1,278 -9%
PWM
1134
Peterson Wealth Management
Nevada
$361K +$1.07K +40 +0.3%
VA
1135
VestGen Advisors
Illinois
$357K +$107K +4,002 +43%
FA
1136
FC Advisory
Pennsylvania
$356K -$17.3K -646 -5%
MIM
1137
Macroview Investment Management
Maryland
$355K -$3.26K -122 -0.9%
OPCM
1138
Osborne Partners Capital Management
California
$355K +$353K +13,200 New
AIM
1139
Advyzon Investment Management
Illinois
$355K +$352K +13,177 New
LA
1140
Legacy Advisors
Pennsylvania
$355K +$1.07K +40 +0.3%
E
1141
Evansbrook
Illinois
$353K +$350K +13,110 New
OAP
1142
One Advisory Partners
Kansas
$353K +$350K +13,109 New
CFP
1143
Curran Financial Partners
South Carolina
$353K +$51.9K +1,944 +17%
SCA
1144
Snowden Capital Advisors
New York
$352K +$13.3K +498 +4%
ACP
1145
Aviance Capital Partners
Florida
$351K +$107 +4 +0%
IRP
1146
Investment Research Partners
Pennsylvania
$350K +$347K +13,000 New
FC
1147
Fusion Capital
South Carolina
$350K +$988 +37 +0.3%
FMII
1148
Farmers & Merchants Investments Inc
Nebraska
$348K -$10K -375 -3%
BC
1149
Bowman & Company
Wisconsin
$348K +$988 +37 +0.3%
CIM
1150
Contravisory Investment Management
Massachusetts
$346K -$28.8K -1,078 -8%
44 45
46
47 48