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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1176
Capital Wealth Planning
Florida
$256K +$4.83K +190 +2%
FAC
1177
Financial Advisory Corporation
Michigan
$254K – – –
BCP
1178
Berkeley Capital Partners
Georgia
$253K +$244K +9,619 New
FAIM
1179
Financial Advocates Investment Management
Washington
$253K -$1.51M -59,476 -86%
GSWM
1180
Golden State Wealth Management
California
$252K – – –
BSG
1181
Black Swift Group
Colorado
$252K – – –
SW
1182
SteelPeak Wealth
California
$252K +$5.94K +234 +3%
SFG
1183
SevenBridge Financial Group
Pennsylvania
$252K -$8.38K -330 -3%
QCM
1184
QRG Capital Management
Illinois
$251K -$855K -33,671 -78%
SPG
1185
Strategic Planning Group
Utah
$250K +$660 +26 +0.3%
PMSA
1186
Patrick M. Sweeney & Associates
Illinois
$249K +$51 +2 +0%
ACA
1187
Affinity Capital Advisors
California
$249K – – –
HP
1188
Haven Private
Florida
$249K +$1.78K +70 +0.7%
CAM
1189
Clark Asset Management
New Hampshire
$248K -$385K -15,169 -62%
PCA
1190
Purkiss Capital Advisors
Connecticut
$248K – – –
MAG
1191
M3 Advisory Group
Massachusetts
$247K – – –
WG
1192
Welch Group
Alabama
$247K -$35.6K -1,400 -13%
PWMAG
1193
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$12.7K -500 -5%
DWA
1194
Delap Wealth Advisory
Oregon
$246K – – –
IWM
1195
Inlight Wealth Management
Georgia
$246K – – –
VA
1196
VestGen Advisors
Illinois
$244K +$235K +9,268 New
HCMG
1197
Howard Capital Management Group
California
$243K – – –
CSA
1198
Cottage Street Advisors
Massachusetts
$243K +$1.63K +64 +0.7%
LSC
1199
Lesa Sroufe & Co
Washington
$242K -$13.4K -529 -5%
AWM
1200
Accel Wealth Management
Iowa
$241K +$482 +19 +0.2%
46 47
48
49 50