We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
101
Relaxing Retirement Coach
Massachusetts
$10.9M -$6.18M -509,154 -32%
ACG
102
Allen Capital Group
Nebraska
$10.9M -$184K -15,150 -1%
IAS
103
IMA Advisory Services
Colorado
$10.8M +$1.82M +149,814 +17%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$10.8M -$2.14M -176,004 -14%
SFPM
105
Sensible Financial Planning & Management
Massachusetts
$10.7M -$609K -50,142 -5%
LWA
106
Lenox Wealth Advisors
New York
$10.5M +$419K +34,470 +3%
KCPG
107
Kavar Capital Partners Group
Kansas
$10.5M +$146K +12,018 +1%
RWRC
108
R.W. Roge & Company
New York
$10.4M +$2.94M +241,818 +31%
NDSI
109
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M -$84.6M -6,967,938 -88%
BDF
110
Black Diamond Financial
Maryland
$10.2M +$847K +69,774 +8%
CM
111
Columbus Macro
Pennsylvania
$9.98M +$655K +53,964 +6%
COF
112
Capital One Financial
Virginia
$9.89M +$11.8M +968,406 New
GG
113
Greenwood Gearhart
Arkansas
$9.67M +$5M +411,594 +77%
ADL
114
Asset Dedication LLC
California
$9.62M -$351K -28,920 -3%
CCM
115
Coldstream Capital Management
Washington
$9.53M -$692K -56,952 -6%
DW
116
Domani Wealth
Pennsylvania
$9.52M +$1.29M +106,482 +13%
NSAM
117
North Star Asset Management
Wisconsin
$9.42M +$3.26M +268,566 +41%
RDWM
118
Red Door Wealth Management
Tennessee
$9.41M +$785K +64,596 +8%
SHJ
119
Sharkey, Howes & Javer
Colorado
$8.81M -$257K -21,156 -2%
Citadel Advisors
120
Citadel Advisors
Florida
$8.79M +$8.74M +719,862 +509%
EWM
121
Empirical Wealth Management
Washington
$8.74M -$227K -18,660 -2%
AIM
122
AMI Investment Management
Indiana
$8.33M -$6.36M -523,770 -39%
BPA
123
Beacon Pointe Advisors
California
$8.21M +$8.23M +677,616 +535%
SP
124
SWS Partners
Ohio
$7.82M +$9.31M +766,344 New
MAS
125
Madden Advisory Services
Florida
$7.81M +$6.71M +552,234 +260%