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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1151
Prospera Financial Services
Texas
$270K +$43.6K +1,718 +20%
CFO
1152
Collective Family Office
Pennsylvania
$270K -$10.8K -425 -4%
PCH
1153
PGIM Custom Harvest
New Jersey
$269K – – –
PS
1154
Pinney & Scofield
Massachusetts
$269K – – –
HNWAG
1155
High Net Worth Advisory Group
Florida
$269K – – –
RIP
1156
RAM Investment Partners
Washington
$267K – – –
DIM
1157
Delta Investment Management
California
$267K +$381 +15 +0.1%
CPCM
1158
Cardinal Point Capital Management
Ontario, Canada
$264K -$9.59M -377,451 -97%
AFA
1159
AA Financial Advisors
Ohio
$264K -$5.82K -229 -2%
FFG
1160
Fiduciary Financial Group
California
$264K +$660 +26 +0.3%
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$15.8K -624 -6%
AWM
1162
Aprio Wealth Management
Georgia
$263K +$18.3K +720 +8%
CIA
1163
Choate Investment Advisors
Massachusetts
$262K – – –
CS
1164
Crescent Sterling
Louisiana
$261K +$21.6K +850 +9%
EL
1165
EWA LLC
Pennsylvania
$260K +$711 +28 +0.3%
SM
1166
Sensible Money
Arizona
$260K – – –
BFG
1167
Beacon Financial Group
Texas
$260K – – –
SL
1168
Salomon & Ludwin
Virginia
$259K -$22.2K -873 -8%
MWP
1169
Madison Wealth Partners
Wisconsin
$259K +$127 +5 +0.1%
SFWA
1170
Summit Financial Wealth Advisors
Louisiana
$259K +$8K +315 +3%
PF
1171
Penney Financial
Texas
$259K – – –
SWM
1172
Segment Wealth Management
Texas
$258K – – –
FSBI
1173
Fearless Solutions (Best Invest)
Texas
$257K – – –
SRWM
1174
Shira Ridge Wealth Management
California
$256K – – –
WWMSC
1175
Wagner Wealth Management (South Carolina)
South Carolina
$256K -$102 -4 -0%
45 46
47
48 49