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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1201
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K +$559 +24 +0.3%
ACM
1202
Accent Capital Management
Ohio
$174K – – –
CIM
1203
Contravisory Investment Management
Massachusetts
$167K +$76.7K +3,292 +84%
UB
1204
UMB Bank
Missouri
$167K – – –
SFGP
1205
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$164K +$165K +7,074 New
NG
1206
NWK Group
California
$164K – – –
LC
1207
Lindbrook Capital
California
$159K – – –
MMCM
1208
Murphy & Mullick Capital Management
New York
$157K +$158K +6,759 New
GJIA
1209
Glass Jacobson Investment Advisors
Maryland
$141K – – –
CMP
1210
Coston McIsaac & Partners
Maine
$137K – – –
AIC
1211
Archer Investment Corporation
Indiana
$136K +$420 +18 +0.3%
POIA
1212
Pin Oak Investment Advisors
Texas
$136K -$93.2K -4,000 -67%
PFPT
1213
Pinnacle Financial Partners (Tennessee)
Tennessee
$136K -$93.2K -4,000 -67%
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$134K +$70.9K +3,041 +112%
GP
1215
Greenline Partners
New York
$131K +$132K +5,663 New
CIAS
1216
CBIZ Investment Advisory Services
Ohio
$127K – – –
AIP
1217
Alexis Investment Partners
Texas
$125K +$126K +5,406 New
LWA
1218
Lowe Wealth Advisors
Maryland
$125K – – –
AWM
1219
Atticus Wealth Management
Florida
$125K +$7.13K +306 +6%
CWC
1220
Carolinas Wealth Consulting
North Carolina
$123K -$47 -2 -0%
HWA
1221
Heritage Wealth Advisors
Virginia
$119K -$6.53K -280 -5%
GCM
1222
Gables Capital Management
Florida
$116K – – –
OW
1223
Olistico Wealth
Oklahoma
$114K – – –
TCPG
1224
Trivant Custom Portfolio Group
California
$111K – – –
SC
1225
Stephens Consulting
Michigan
$108K -$2.33K -100 -2%
47 48
49
50 51