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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
1151
Retirement Guys Formula
Ohio
$333K -$160K -5,959 -31%
BM
1152
Berman McAleer
Maryland
$333K +$25.9K +966 +8%
CF
1153
Clarity Financial
Texas
$332K -$25.1K -935 -7%
OAP
1154
One Advisory Partners
Kansas
$331K -$4.96K -185 -1%
CWA
1155
Canvas Wealth Advisors
Kansas
$330K +$345K +12,870 New
GA
1156
GoalVest Advisory
New York
$327K -$35.7K -1,331 -9%
CFP
1157
Curran Financial Partners
South Carolina
$327K -$9.09K -339 -3%
RL
1158
Retireful LLC
Michigan
$327K +$342K +12,760 New
SFGP
1159
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$327K +$107 +4 +0%
EHAM
1160
Eagle Harbor Asset Management
Washington
$326K -$2.39K -89 -0.7%
PWM
1161
PTM Wealth Management
United States
$325K +$966 +36 +0.3%
CT
1162
Clearstead Trust
Maine
$325K – – –
LOWM
1163
Laurel Oak Wealth Management
New Jersey
$325K +$49.3K +1,836 +17%
FC
1164
Fusion Capital
South Carolina
$325K -$8.96K -334 -3%
PCM
1165
Palouse Capital Management
Washington
$324K -$5.02K -187 -1%
SCA
1166
Snowden Capital Advisors
New York
$324K -$11.9K -444 -3%
RI
1167
Rinkey Investments
California
$323K +$2.66K +99 +0.8%
TPWA
1168
TRUE Private Wealth Advisors
Oregon
$321K – – –
SCA
1169
Stonebridge Capital Advisors
Minnesota
$321K -$32.2K -1,200 -9%
HR
1170
Howe & Rusling
New York
$320K -$1.09M -40,803 -77%
CPA
1171
Capital Planning Advisors
California
$318K -$57.6K -2,147 -15%
CA
1172
Calton & Associates
Florida
$318K +$332K +12,390 New
CPC
1173
Consolidated Planning Corp
Georgia
$317K – – –
MBFW
1174
Morton Brown Family Wealth
Pennsylvania
$317K -$63.7K -2,374 -16%
BCA
1175
Bay Colony Advisors
Massachusetts
$317K +$54 +2 +0%
45 46
47
48 49