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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1226
Tucker Asset Management
Colorado
$94K -$5.03K -216 -5%
RF
1227
Rossby Financial
Florida
$93.3K +$99.8K +4,287 New
MEG
1228
Millstone Evans Group
Colorado
$92.7K – – –
PC
1229
Promus Capital
Illinois
$91.8K – – –
SS
1230
Sunbelt Securities
Texas
$91.3K +$24.8K +1,065 +35%
IF
1231
Integrity Financial
Wyoming
$89.2K – – –
NSIM
1232
North Star Investment Management
Illinois
$88K +$279 +12 +0.3%
GWS
1233
Glassman Wealth Services
Virginia
$81.7K – – –
CFFP
1234
Center for Financial Planning
Michigan
$81.4K +$85.9K +3,688 New
RP
1235
Rice Partnership
Hawaii
$76.2K -$1.68K -72 -2%
HNW
1236
High Note Wealth
Minnesota
$73.1K – – –
SIC
1237
SJS Investment Consulting
Ohio
$68.4K – – –
DJSG
1238
D.J. St. Germain
Massachusetts
$67.4K +$71K +3,051 New
CWM
1239
Compass Wealth Management
Connecticut
$66.4K +$70K +3,006 New
CFS
1240
CGC Financial Services
Oregon
$66.2K – – –
AW
1241
Avion Wealth
Texas
$63K – – –
ACA
1242
American Capital Advisory
Idaho
$60.3K +$186 +8 +0.3%
FFO
1243
Fortitude Family Office
Arizona
$60.3K – – –
CAWM
1244
Capital A Wealth Management
Pennsylvania
$60.2K -$6.26K -269 -9%
MPWT
1245
MassMutual Private Wealth & Trust
Connecticut
$60.1K -$70.8K -3,041 -53%
CNBTD
1246
Citizens National Bank Trust Department
Mississippi
$59.4K – – –
FGAM
1247
Financial Gravity Asset Management
Texas
$58.8K +$62K +2,665 New
SO
1248
Sierra Ocean
California
$58.1K – – –
HPC
1249
HM Payson & Co
Maine
$58K – – –
TFM
1250
TFC Financial Management
Massachusetts
$54.9K +$116 +5 +0.2%
48 49
50
51 52