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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1276
Rice Partnership
Hawaii
$182K +$88K +3,464 +100%
PP
1277
PDS Planning
Ohio
$181K +$25 +1 +0%
BDPWM
1278
Barnes Dennig Private Wealth Management
Ohio
$172K – – –
RF
1279
Robbins Farley
New Hampshire
$165K -$72.2K -2,845 -31%
NG
1280
NWK Group
California
$164K – – –
PAM
1281
Palisade Asset Management
Minnesota
$164K +$158K +6,223 New
OAJ
1282
Ogorek Anthony Joseph
New York
$163K +$25 +1 +0%
TCOT
1283
Trust Company of Toledo
Ohio
$160K – – –
GWS
1284
Glassman Wealth Services
Virginia
$158K +$58.4K +2,299 +62%
CMP
1285
Coston McIsaac & Partners
Maine
$156K – – –
OA
1286
Operose Advisors
Wisconsin
$151K – – –
JWM
1287
JPL Wealth Management
Colorado
$145K +$139K +5,487 New
CIAS
1288
CBIZ Investment Advisory Services
Ohio
$144K – – –
AA
1289
Addison Advisors
Vermont
$133K +$128K +5,046 New
GCM
1290
Gables Capital Management
Florida
$132K – – –
HWA
1291
Heritage Wealth Advisors
Virginia
$131K – – –
BC
1292
Bulwark Capital
Florida
$126K +$30.5K +1,201 +34%
LWA
1293
Lowe Wealth Advisors
Maryland
$121K +$5.64K +222 +5%
SC
1294
Stephens Consulting
Michigan
$121K -$7.08K -279 -6%
KSWA
1295
Kathleen S. Wright Associates
Pennsylvania
$121K – – –
CB
1296
Community Bank
New York
$119K +$115K +4,515 New
AIP
1297
Alexis Investment Partners
Texas
$119K +$114K +4,506 New
DI
1298
DAGCO Inc
Ohio
$119K – – –
FFWM
1299
Future Financial Wealth Management
Ohio
$119K – – –
SIS
1300
Sound Income Strategies
Florida
$117K -$55.5K -2,187 -33%
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