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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1151
Quotient Wealth Partners
Texas
$271K – – –
EPM
1152
Elm Partners Management
Pennsylvania
$270K +$260K +10,257 New
PFS
1153
Prospera Financial Services
Texas
$270K +$43.6K +1,718 +20%
CFO
1154
Collective Family Office
Pennsylvania
$270K -$10.8K -425 -4%
PCH
1155
PGIM Custom Harvest
New Jersey
$269K – – –
PS
1156
Pinney & Scofield
Massachusetts
$269K – – –
HNWAG
1157
High Net Worth Advisory Group
Florida
$269K – – –
RIP
1158
RAM Investment Partners
Washington
$267K – – –
DIM
1159
Delta Investment Management
California
$267K +$381 +15 +0.1%
CPCM
1160
Cardinal Point Capital Management
Ontario, Canada
$264K -$9.59M -377,451 -97%
AFA
1161
AA Financial Advisors
Ohio
$264K -$5.82K -229 -2%
FFG
1162
Fiduciary Financial Group
California
$264K +$660 +26 +0.3%
JFGIW
1163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$15.8K -624 -6%
AWM
1164
Aprio Wealth Management
Georgia
$263K +$18.3K +720 +8%
CIA
1165
Choate Investment Advisors
Massachusetts
$262K – – –
CS
1166
Crescent Sterling
Louisiana
$261K +$21.6K +850 +9%
EL
1167
EWA LLC
Pennsylvania
$260K +$711 +28 +0.3%
SM
1168
Sensible Money
Arizona
$260K – – –
BFG
1169
Beacon Financial Group
Texas
$260K – – –
SL
1170
Salomon & Ludwin
Virginia
$259K -$22.2K -873 -8%
MWP
1171
Madison Wealth Partners
Wisconsin
$259K +$127 +5 +0.1%
SFWA
1172
Summit Financial Wealth Advisors
Louisiana
$259K +$8K +315 +3%
PF
1173
Penney Financial
Texas
$259K – – –
SWM
1174
Segment Wealth Management
Texas
$258K – – –
FSBI
1175
Fearless Solutions (Best Invest)
Texas
$257K – – –
45 46
47
48 49