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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1176
Morton Brown Family Wealth
Pennsylvania
$364K – – –
TIA
1177
Tiemann Investment Advisors
California
$364K – – –
RWIA
1178
Roger Wittlin Investment Advisory
California
$363K +$352K +12,327 New
BCA
1179
Bay Colony Advisors
Massachusetts
$362K -$2.11K -74 -0.6%
DIS
1180
Diversified Investment Strategies
Louisiana
$359K -$3.48K -122 -1%
ST
1181
Smithfield Trust
Pennsylvania
$358K – – –
CFG
1182
Certior Financial Group
Pennsylvania
$357K +$1.06K +37 +0.3%
SG
1183
StoneX Group
New York
$355K -$470K -16,446 -58%
CA
1184
Calton & Associates
Florida
$354K -$10.3K -362 -3%
PCH
1185
PGIM Custom Harvest
New Jersey
$353K +$16.3K +570 +5%
PWA
1186
Portus Wealth Advisors
North Carolina
$353K -$95.6K -3,349 -22%
W
1187
WealthCollab
Washington
$353K – – –
EB
1188
Eastern Bank
Massachusetts
$352K – – –
JF
1189
JSF Financial
California
$351K +$914 +32 +0.3%
LSA
1190
Lansing Street Advisors
Pennsylvania
$351K +$341K +11,934 New
GA
1191
GoalVest Advisory
New York
$351K -$24.1K -844 -7%
SIA
1192
Soltis Investment Advisors
Utah
$350K -$38.6K -1,351 -10%
SWM
1193
Shakespeare Wealth Management
Wisconsin
$348K +$29 +1 +0%
OFS
1194
OneAscent Financial Services
Alabama
$347K +$17.7K +620 +6%
PCM
1195
Palouse Capital Management
Washington
$345K -$26.4K -923 -7%
HR
1196
Howe & Rusling
New York
$345K -$21.4K -749 -6%
WCL
1197
Wealth Care LLC
Florida
$344K – – –
MWC
1198
MKD Wealth Coaches
Michigan
$344K -$11.6K -405 -3%
WWA
1199
WCG Wealth Advisors
Nevada
$344K -$9.37K -328 -3%
WF
1200
Warner Financial
Maryland
$343K +$114 +4 +0%
46 47
48
49 50