We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1276
Barnes Dennig Private Wealth Management
Ohio
$172K – – –
RF
1277
Robbins Farley
New Hampshire
$165K -$72.2K -2,845 -31%
NG
1278
NWK Group
California
$164K – – –
PAM
1279
Palisade Asset Management
Minnesota
$164K +$158K +6,223 New
OAJ
1280
Ogorek Anthony Joseph
New York
$163K +$25 +1 +0%
TCOT
1281
Trust Company of Toledo
Ohio
$160K – – –
GWS
1282
Glassman Wealth Services
Virginia
$158K +$58.4K +2,299 +62%
CMP
1283
Coston McIsaac & Partners
Maine
$156K – – –
OA
1284
Operose Advisors
Wisconsin
$151K – – –
JWM
1285
JPL Wealth Management
Colorado
$145K +$139K +5,487 New
CIAS
1286
CBIZ Investment Advisory Services
Ohio
$144K – – –
AA
1287
Addison Advisors
Vermont
$133K +$128K +5,046 New
GCM
1288
Gables Capital Management
Florida
$132K – – –
HWA
1289
Heritage Wealth Advisors
Virginia
$131K – – –
BC
1290
Bulwark Capital
Florida
$126K +$30.5K +1,201 +34%
LWA
1291
Lowe Wealth Advisors
Maryland
$121K +$5.64K +222 +5%
SC
1292
Stephens Consulting
Michigan
$121K -$7.08K -279 -6%
KSWA
1293
Kathleen S. Wright Associates
Pennsylvania
$121K – – –
CB
1294
Community Bank
New York
$119K +$115K +4,515 New
AIP
1295
Alexis Investment Partners
Texas
$119K +$114K +4,506 New
DI
1296
DAGCO Inc
Ohio
$119K – – –
FFWM
1297
Future Financial Wealth Management
Ohio
$119K – – –
SIS
1298
Sound Income Strategies
Florida
$117K -$55.5K -2,187 -33%
HHGA
1299
Halbert Hargrove Global Advisors
California
$114K – – –
TC
1300
Trust Company
Kansas
$113K – – –
50 51
52
53 54