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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1151
Palouse Capital Management
Washington
$346K +$1.58K +59 +0.5%
EHAM
1152
Eagle Harbor Asset Management
Washington
$345K +$214 +8 +0.1%
FWS
1153
FinDec Wealth Services
California
$344K – – –
CAM
1154
Costello Asset Management
Pennsylvania
$344K -$6.86K -257 -2%
SFGP
1155
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K +$134 +5 +0%
CT
1156
Clearstead Trust
Maine
$341K – – –
PWM
1157
PTM Wealth Management
United States
$339K +$988 +37 +0.3%
HCMT
1158
Highland Capital Management (Tennessee)
Tennessee
$338K -$95.2K -3,564 -22%
TPWA
1159
TRUE Private Wealth Advisors
Oregon
$337K -$16.6K -623 -5%
PFS
1160
Prospera Financial Services
Texas
$337K +$60.6K +2,271 +22%
RI
1161
Rinkey Investments
California
$337K – – –
LNWTC
1162
Laird Norton Wetherby Trust Company
Washington
$334K +$331K +12,406 New
CPC
1163
Consolidated Planning Corp
Georgia
$333K – – –
IAS
1164
Integrity Advisory Solutions
Texas
$333K +$120K +4,506 +57%
OCG
1165
Opus Capital Group
Ohio
$333K – – –
BCA
1166
Bay Colony Advisors
Massachusetts
$333K +$27 +1 +0%
TIA
1167
Tiemann Investment Advisors
California
$333K – – –
DIS
1168
Diversified Investment Strategies
Louisiana
$331K – – –
SI
1169
Stephens Inc
Arkansas
$331K +$108K +4,029 +49%
BWP
1170
Burling Wealth Partners
Illinois
$330K +$5.37K +201 +2%
SIA
1171
Soltis Investment Advisors
Utah
$329K +$12.4K +466 +4%
ST
1172
Smithfield Trust
Pennsylvania
$329K +$18.7K +700 +6%
QCM
1173
QRG Capital Management
Illinois
$329K +$72.1K +2,699 +28%
VV
1174
Verity & Verity
South Carolina
$328K – – –
NCM
1175
Narwhal Capital Management
Georgia
$326K +$27.1K +1,013 +9%
45 46
47
48 49