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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1201
Symphony Financial
Texas
$241K +$231K +9,114 +37,975%
OC
1202
Oakworth Capital
Alabama
$240K +$229K +9,000 +7,563%
WI
1203
WBI Investments
New Jersey
$239K -$2.62K -103 -1%
BDFN
1204
Bond & Devick Financial Network
Minnesota
$238K – – –
SAW
1205
Signal Advisors Wealth
Michigan
$237K -$232K -9,117 -50%
AO
1206
Advisor OS
Illinois
$237K +$228K +8,998 New
RFA
1207
Rollins Financial Advisors
New York
$236K – – –
OFS
1208
OneAscent Financial Services
Alabama
$236K -$5.74K -226 -2%
SSA
1209
Sierra Summit Advisors
Nevada
$236K – – –
SIAP
1210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K +$1.14K +45 +0.5%
LDB
1211
Lee, Danner & Bass
Tennessee
$234K – – –
BFA
1212
Bragg Financial Advisors
North Carolina
$233K +$225K +8,864 New
LNWWM
1213
Laird Norton Wetherby Wealth Management
California
$233K +$3.2K +126 +1%
2L
1214
25 LLC
Missouri
$233K +$5.87K +231 +3%
SGK
1215
Steigerwald Gordon & Koch
Virginia
$233K +$224K +8,827 New
PCM
1216
Presidio Capital Management
California
$231K – – –
MMCM
1217
Murphy & Mullick Capital Management
New York
$231K – – –
MA
1218
MKT Advisors
California
$230K – – –
CISOA
1219
Capital Investment Services of America
Wisconsin
$228K – – –
DPI
1220
Diversified Portfolios Inc
Michigan
$226K -$6.6K -260 -3%
CCT
1221
Capital City Trust
Florida
$225K – – –
EWM
1222
Evercore Wealth Management
New York
$224K – – –
MWM
1223
Mattern Wealth Management
Kansas
$224K – – –
CWA
1224
Centennial Wealth Advisory
Michigan
$223K – – –
GWSG
1225
GPS Wealth Strategies Group
Colorado
$223K +$25 +1 +0%
47 48
49
50 51