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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1276
Bellwether Advisors
Nebraska
$30.6K +$93 +4 +0.3%
DAM
1277
Delta Asset Management
Tennessee
$29.8K – – –
IA
1278
IFS Advisors
Kansas
$28.9K +$93 +4 +0.3%
PGAM
1279
Princeton Global Asset Management
New Jersey
$28.8K +$93 +4 +0.3%
VCM
1280
Versant Capital Management
Arizona
$27.9K +$93 +4 +0.3%
OCM
1281
Orion Capital Management
California
$26.8K +$28.3K +1,214 New
PMIM
1282
Prudent Man Investment Management
Colorado
$26.1K – – –
HIA
1283
Harbor Investment Advisory
Maryland
$24.9K +$26.2K +1,127 New
SWP
1284
SIMA Wealth Partners
Virginia
$24.8K +$15.7K +674 +150%
AEPWM
1285
Atlantic Edge Private Wealth Management
Florida
$23.2K – – –
W
1286
WealthCollab
Washington
$22.9K – – –
CPG
1287
Cornerstone Planning Group
New Jersey
$22.6K +$6.42K +276 +35%
WIM
1288
Westside Investment Management
California
$22K +$3.98K +171 +21%
KFI
1289
Key Financial Inc
Pennsylvania
$21.9K +$10.5K +452 +84%
NRC
1290
New Republic Capital
North Carolina
$21.6K – – –
FDCDDQ
1291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9K +$21K +900 New
HPIA
1292
Hamilton Point Investment Advisors
North Carolina
$19.7K -$13.7K -589 -40%
MIM
1293
Marshall Investment Management
Colorado
$19.6K +$13.8K +592 +200%
BFP
1294
Briaud Financial Planning
Texas
$19K – – –
RCA
1295
Runnymede Capital Advisors
Ohio
$18.8K – – –
PIS
1296
POM Investment Strategies
North Carolina
$17.9K – – –
NFSG
1297
Newbridge Financial Services Group
Florida
$17.2K -$17.6K -755 -49%
PA
1298
Pineridge Advisors
Missouri
$16.3K +$4.75K +204 +38%
DPW
1299
DiNuzzo Private Wealth
Pennsylvania
$15K – – –
PSFG
1300
Park Square Financial Group
Georgia
$14.8K +$12.8K +550 +462%
50 51
52
53 54