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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1201
OneAscent Financial Services
Alabama
$224K +$208K +9,183 New
SI
1202
Stephens Inc
Arkansas
$224K – – –
SF
1203
Symphony Financial
Texas
$223K -$413K -18,252 -100%
PAM
1204
Pegasus Asset Management
New York
$223K – – –
AWM
1205
Accel Wealth Management
Iowa
$223K +$206K +9,127 New
RF
1206
Robbins Farley
New Hampshire
$222K -$15.5K -686 -7%
CS
1207
Crescent Sterling
Louisiana
$222K +$205K +9,070 New
NAMNJ
1208
NorthStar Asset Management (New Jersey)
New Jersey
$222K +$205K +9,066 New
BDFN
1209
Bond & Devick Financial Network
Minnesota
$220K +$204K +9,018 New
IF
1210
Intrua Financial
Texas
$220K -$27.9K -1,236 -12%
RFA
1211
Rollins Financial Advisors
New York
$219K -$72.8K -3,222 -26%
MMCM
1212
Murphy & Mullick Capital Management
New York
$219K +$45.2K +2,000 +30%
SSA
1213
Sierra Summit Advisors
Nevada
$219K -$4.97K -220 -2%
SIAP
1214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K +$201K +8,897 New
LDB
1215
Lee, Danner & Bass
Tennessee
$217K +$201K +8,893 New
BWL
1216
Beacon Wealthcare LLC
North Carolina
$217K +$201K +8,889 New
BMD
1217
Better Money Decisions
New Mexico
$217K +$201K +8,876 New
DPI
1218
Diversified Portfolios Inc
Michigan
$216K -$41.5K -1,837 -17%
PCM
1219
Presidio Capital Management
California
$214K +$198K +8,772 New
CCMG
1220
Clark Capital Management Group
Pennsylvania
$214K -$64.7K -2,863 -25%
LNWWM
1221
Laird Norton Wetherby Wealth Management
California
$213K +$197K +8,729 New
MA
1222
MKT Advisors
California
$213K +$196K +8,691 New
CISOA
1223
Capital Investment Services of America
Wisconsin
$212K +$196K +8,670 New
UF
1224
Univest Financial
Pennsylvania
$212K -$21.7K -962 -10%
2L
1225
25 LLC
Missouri
$210K +$194K +8,599 New
47 48
49
50 51