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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1301
Halbert Hargrove Global Advisors
California
$114K – – –
TC
1302
Trust Company
Kansas
$113K – – –
NSIM
1303
North Star Investment Management
Illinois
$113K +$279 +11 +0.3%
PC
1304
Promus Capital
Illinois
$110K – – –
IF
1305
Integrity Financial
Wyoming
$106K – – –
RMP
1306
Richards, Merrill & Peterson
Washington
$103K – – –
RF
1307
Rossby Financial
Florida
$101K – – –
CPG
1308
Cornerstone Planning Group
New Jersey
$97.3K +$54.2K +2,133 +267%
HNW
1309
High Note Wealth
Minnesota
$87.2K – – –
CBT
1310
Crews Bank & Trust
Florida
$80.1K +$50.6K +1,991 +190%
CFS
1311
CGC Financial Services
Oregon
$79K – – –
CFB
1312
Cullen/Frost Bankers
Texas
$78.9K +$76K +2,994 New
SIC
1313
SJS Investment Consulting
Ohio
$77.5K – – –
FPF
1314
First Pacific Financial
Washington
$76.3K +$73.6K +2,897 New
ACA
1315
American Capital Advisory
Idaho
$72.4K +$203 +8 +0.3%
CJ
1316
Caitlin John
Michigan
$72.1K +$69.6K +2,739 New
MPWT
1317
MassMutual Private Wealth & Trust
Connecticut
$71.7K – – –
AW
1318
Avion Wealth
Texas
$71K – – –
CNBTD
1319
Citizens National Bank Trust Department
Mississippi
$70.8K – – –
EP
1320
Essential Partners
California
$70.2K +$25 +1 +0%
FGAM
1321
Financial Gravity Asset Management
Texas
$70.2K +$67.7K +2,665 New
HPC
1322
HM Payson & Co
Maine
$69.2K – – –
HIA
1323
Harbor Investment Advisory
Maryland
$67.2K +$36.2K +1,425 +126%
ME
1324
McIlrath & Eck
Washington
$65K +$482 +19 +0.8%
HI
1325
Hoey Investments
Pennsylvania
$63K -$3.02K -119 -5%
51 52
53
54 55