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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1201
Legacy Bridge
Iowa
$187K +$47 +2 +0%
BCMLT
1202
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K +$559 +24 +0.3%
ACM
1203
Accent Capital Management
Ohio
$174K – – –
CIM
1204
Contravisory Investment Management
Massachusetts
$167K +$76.7K +3,292 +84%
UB
1205
UMB Bank
Missouri
$167K – – –
SFGP
1206
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$164K +$165K +7,074 New
NG
1207
NWK Group
California
$164K – – –
LC
1208
Lindbrook Capital
California
$159K – – –
MMCM
1209
Murphy & Mullick Capital Management
New York
$157K +$158K +6,759 New
GJIA
1210
Glass Jacobson Investment Advisors
Maryland
$141K – – –
CMP
1211
Coston McIsaac & Partners
Maine
$137K – – –
AIC
1212
Archer Investment Corporation
Indiana
$136K +$420 +18 +0.3%
POIA
1213
Pin Oak Investment Advisors
Texas
$136K -$93.2K -4,000 -67%
PFPT
1214
Pinnacle Financial Partners (Tennessee)
Tennessee
$136K -$93.2K -4,000 -67%
MPWT
1215
MassMutual Private Wealth & Trust
Connecticut
$134K +$70.9K +3,041 +112%
GP
1216
Greenline Partners
New York
$131K +$132K +5,663 New
CIAS
1217
CBIZ Investment Advisory Services
Ohio
$127K – – –
AIP
1218
Alexis Investment Partners
Texas
$125K +$126K +5,406 New
LWA
1219
Lowe Wealth Advisors
Maryland
$125K – – –
AWM
1220
Atticus Wealth Management
Florida
$125K +$7.13K +306 +6%
CWC
1221
Carolinas Wealth Consulting
North Carolina
$123K -$47 -2 -0%
HWA
1222
Heritage Wealth Advisors
Virginia
$119K -$6.53K -280 -5%
GCM
1223
Gables Capital Management
Florida
$116K – – –
OW
1224
Olistico Wealth
Oklahoma
$114K – – –
TCPG
1225
Trivant Custom Portfolio Group
California
$111K – – –
47 48
49
50 51