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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1301
North Star Investment Management
Illinois
$113K +$279 +11 +0.3%
PC
1302
Promus Capital
Illinois
$110K – – –
IF
1303
Integrity Financial
Wyoming
$106K – – –
RMP
1304
Richards, Merrill & Peterson
Washington
$103K – – –
RF
1305
Rossby Financial
Florida
$101K – – –
CPG
1306
Cornerstone Planning Group
New Jersey
$97.3K +$54.2K +2,133 +267%
HNW
1307
High Note Wealth
Minnesota
$87.2K – – –
CBT
1308
Crews Bank & Trust
Florida
$80.1K +$50.6K +1,991 +190%
CFS
1309
CGC Financial Services
Oregon
$79K – – –
CFB
1310
Cullen/Frost Bankers
Texas
$78.9K +$76K +2,994 New
SIC
1311
SJS Investment Consulting
Ohio
$77.5K – – –
FPF
1312
First Pacific Financial
Washington
$76.3K +$73.6K +2,897 New
ACA
1313
American Capital Advisory
Idaho
$72.4K +$203 +8 +0.3%
CJ
1314
Caitlin John
Michigan
$72.1K +$69.6K +2,739 New
MPWT
1315
MassMutual Private Wealth & Trust
Connecticut
$71.7K – – –
AW
1316
Avion Wealth
Texas
$71K – – –
CNBTD
1317
Citizens National Bank Trust Department
Mississippi
$70.8K – – –
EP
1318
Essential Partners
California
$70.2K +$25 +1 +0%
FGAM
1319
Financial Gravity Asset Management
Texas
$70.2K +$67.7K +2,665 New
HPC
1320
HM Payson & Co
Maine
$69.2K – – –
HIA
1321
Harbor Investment Advisory
Maryland
$67.2K +$36.2K +1,425 +126%
ME
1322
McIlrath & Eck
Washington
$65K +$482 +19 +0.8%
HI
1323
Hoey Investments
Pennsylvania
$63K -$3.02K -119 -5%
BL
1324
Balentine LLC
Georgia
$61.9K – – –
FFA
1325
Frazier Financial Advisors
Ohio
$61.8K -$5.59K -220 -9%
51 52
53
54 55