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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1301
Haven Private
Florida
$263K -$14.4K -504 -5%
LDB
1302
Lee, Danner & Bass
Tennessee
$262K -$200 -7 -0.1%
PFGIA
1303
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$126K -4,412 -33%
PCM
1304
Presidio Capital Management
California
$258K – – –
GAA
1305
Global Assets Advisory
Florida
$258K +$250K +8,749 New
FSBI
1306
Fearless Solutions (Best Invest)
Texas
$258K -$20.9K -732 -8%
RIM
1307
RW Investment Management
Idaho
$258K – – –
BB
1308
Busey Bank
Illinois
$257K – – –
MA
1309
MKT Advisors
California
$256K – – –
MSF
1310
Mustard Seed Financial
Arkansas
$256K +$248K +8,695 New
DWM
1311
Ducere Wealth Management
California
$255K -$6.48K -227 -3%
CISOA
1312
Capital Investment Services of America
Wisconsin
$255K – – –
IWMO
1313
Integrated Wealth Management (Ohio)
Ohio
$255K -$221K -7,748 -47%
SFG
1314
SageGuard Financial Group
Tennessee
$255K +$628 +22 +0.3%
RCP
1315
Roan Capital Partners
Tennessee
$255K +$657 +23 +0.3%
DPI
1316
Diversified Portfolios Inc
Michigan
$253K +$57 +2 +0%
BDPWM
1317
Barnes Dennig Private Wealth Management
Ohio
$252K +$41.3K +1,445 +20%
EWM
1318
Evercore Wealth Management
New York
$251K – – –
MWM
1319
Mattern Wealth Management
Kansas
$250K – – –
AF
1320
Amara Financial
California
$250K +$600 +21 +0.2%
CWA
1321
Centennial Wealth Advisory
Michigan
$250K – – –
POIA
1322
Pin Oak Investment Advisors
Texas
$249K – – –
PG
1323
Prostatis Group
Maryland
$249K +$9.45K +331 +4%
LB
1324
Legacy Bridge
Iowa
$248K – – –
BIG
1325
Brookwood Investment Group
Arizona
$247K -$8.48K -297 -3%
51 52
53
54 55