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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1201
Ogorek Anthony Joseph
New York
$4K – – –
FCAS
1202
First Command Advisory Services
Texas
$3.92K +$6.08K +294 +32%
HFA
1203
Hershey Financial Advisers
Pennsylvania
$3.4K +$3.29K +159 New
RCM
1204
Raleigh Capital Management
North Carolina
$3.28K -$245K -11,868 -99%
FHA
1205
First Horizon Advisors
Tennessee
$3.21K – – –
HGERS
1206
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
WWP
1207
WR Wealth Planners
Missouri
$2.57K -$496 -24 -17%
BLC
1208
Brown, Lisle/Cummings
Rhode Island
$2.51K – – –
EWM
1209
EPG Wealth Management
Georgia
$1.67K -$1.61K -78 Closed
BWM
1210
Bullock Wealth Management
Indiana
$1.61K – – –
AFWM
1211
Abich Financial Wealth Management
Virginia
$1.54K – – –
OLVIG
1212
Oliver Lagore Vanvalin Investment Group
Michigan
$1.54K – – –
MFG
1213
Mendota Financial Group
Wisconsin
$1.41K – – –
IC
1214
Innealta Capital
Texas
$1.22K +$1.18K +57 New
BF
1215
BOK Financial
Oklahoma
$1.16K – – –
DF
1216
DecisionPoint Financial
Arizona
$889 – – –
SFC
1217
Strategic Financial Concepts
Texas
$878 +$3.49M +168,948 New
TH
1218
TCTC Holdings
Texas
$835 +$806 +39 New
JHCP
1219
Jackson Hole Capital Partners
Oklahoma
$514 – – –
VAG
1220
VisionPoint Advisory Group
Texas
$450 +$124 +6 +40%
PWMG
1221
Private Wealth Management Group
New Jersey
$322 +$310 +15 New
MCM
1222
Manchester Capital Management
Vermont
$258 +$124 +6 +100%
MWA
1223
MFA Wealth Advisors
Pennsylvania
$257 +$248 +12 New
CSIA
1224
Charles Schwab Investment Advisory
California
– -$6.06B -292,976,976 Closed
CWM
1225
Campbell Wealth Management
Virginia
– -$303M -14,624,283 Closed
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49
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