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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1151
PGIM Custom Harvest
New Jersey
$249K -$116K -5,136 -33%
PS
1152
Pinney & Scofield
Massachusetts
$249K – – –
HNWAG
1153
High Net Worth Advisory Group
Florida
$249K -$6.13K -271 -3%
BWL
1154
Bogart Wealth LLC
Virginia
$249K +$27.9K +1,236 +14%
RIP
1155
RAM Investment Partners
Washington
$248K – – –
BAS
1156
Breakthru Advisory Services
Wisconsin
$248K – – –
DIM
1157
Delta Investment Management
California
$247K -$16.2K -718 -7%
SFG
1158
SevenBridge Financial Group
Pennsylvania
$246K – – –
IWN
1159
Independent Wealth Network
Iowa
$245K +$8.18K +362 +4%
FFG
1160
Fiduciary Financial Group
California
$245K +$588 +26 +0.3%
SFC
1161
SYM Financial Corp
Indiana
$244K +$40K +1,770 +22%
AWAG
1162
ARS Wealth Advisors Group
Florida
$244K +$225K +9,968 New
CIA
1163
Choate Investment Advisors
Massachusetts
$243K – – –
FPW
1164
Fairvoy Private Wealth
Alabama
$243K -$158 -7 -0.1%
SM
1165
Sensible Money
Arizona
$242K – – –
PWMAG
1166
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$22.3K -987 -9%
BFG
1167
Beacon Financial Group
Texas
$241K – – –
EL
1168
EWA LLC
Pennsylvania
$241K -$13.8K -611 -6%
DWP
1169
Daymark Wealth Partners
Ohio
$240K +$222K +9,824 New
MWP
1170
Madison Wealth Partners
Wisconsin
$240K +$136 +6 +0.1%
PF
1171
Penney Financial
Texas
$240K – – –
MMA
1172
Miracle Mile Advisors
California
$240K -$17.6K -778 -7%
BEI
1173
Benjamin Edwards Inc
Missouri
$240K +$222K +9,807 New
SWM
1174
Segment Wealth Management
Texas
$239K +$4.14K +183 +2%
FSBI
1175
Fearless Solutions (Best Invest)
Texas
$239K -$543 -24 -0.2%
45 46
47
48 49