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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$18.2K +$34.5K +1,584 +201%
CI
1202
Cordant Inc
Oregon
$17.2K – – –
RA
1203
Rise Advisors
New York
$17.1K +$65 +3 +0.4%
FPFS
1204
First Personal Financial Services
North Carolina
$17K +$16.3K +750 New
EFP
1205
EnRich Financial Partners
Wisconsin
$16.8K – – –
DPW
1206
DiNuzzo Private Wealth
Pennsylvania
$15.3K – – –
HBW
1207
Hazlett, Burt & Watson
West Virginia
$15K -$14.4K -660 -50%
HCM
1208
Horrell Capital Management
Arkansas
$14K – – –
LFA
1209
Legend Financial Advisors
Pennsylvania
$13.8K – – –
KFI
1210
Key Financial Inc
Pennsylvania
$12.2K – – –
WIM
1211
Westside Investment Management
California
$10.9K – – –
PP
1212
Pacifica Partners
Canada
$10.2K – – –
1IA
1213
1620 Investment Advisors
Massachusetts
$10K – – –
MM
1214
Main Management
California
$10K +$9.94K +456 New
FWM
1215
FSA Wealth Management
Massachusetts
$9.06K +$8.69K +399 New
HGERS
1216
Householder Group Estate & Retirement Specialist
Arizona
$9K +$5.36K +246 +141%
RF
1217
Robinswood Financial
Washington
$8.78K – – –
AA
1218
Atmos Advisory
Pennsylvania
$8.28K – – –
SWP
1219
SIMA Wealth Partners
Virginia
$8.2K +$65 +3 +0.8%
PA
1220
Pineridge Advisors
Missouri
$8.07K – – –
DF
1221
Dunhill Financial
United Kingdom
$8.02K -$5.36K -246 -41%
SC
1222
SouthState Corp
Florida
$8.01K – – –
QCG
1223
Quadrant Capital Group
Ohio
$7.33K – – –
FFA
1224
Fairfield Financial Advisors
Massachusetts
$7.25K +$65 +3 +0.9%
TWC
1225
TD Waterhouse Canada
Ontario, Canada
$6.72K – – –
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