We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
1351
Baron Silver Stevens Financial Advisors
Florida
$206K – – –
SCM
1352
Sunbeam Capital Management
Georgia
$205K +$214K +7,988 New
DOA
1353
D'Orazio & Associates
Virginia
$205K +$54 +2 +0%
VAM
1354
Virtue Asset Management
Illinois
$203K -$5.15K -192 -2%
LI
1355
LifeWealth Investments
Florida
$203K -$56.9K -2,123 -21%
QWM
1356
Quadcap Wealth Management
Texas
$203K +$5.26K +196 +3%
BWL
1357
Beacon Wealthcare LLC
North Carolina
$202K – – –
NAMNJ
1358
NorthStar Asset Management (New Jersey)
New Jersey
$202K -$2.55K -95 -1%
SMCM
1359
Sky-Mountain Capital Management
Idaho
$201K – – –
JFG
1360
JDM Financial Group
Texas
$199K +$1.1K +41 +0.5%
CIM
1361
Contravisory Investment Management
Massachusetts
$199K -$137K -5,097 -40%
IWP
1362
IAG Wealth Partners
Wisconsin
$197K -$39.2K -1,460 -16%
SAP
1363
Strategic Advisory Partners
North Carolina
$194K +$203K +7,555 New
ACM
1364
Accent Capital Management
Ohio
$192K – – –
OCM
1365
Osbon Capital Management
Massachusetts
$192K – – –
CWP
1366
Clark Wealth Partners
Illinois
$190K – – –
SGK
1367
Steigerwald Gordon & Koch
Virginia
$184K -$44.5K -1,660 -19%
BDPWM
1368
Barnes Dennig Private Wealth Management
Ohio
$183K +$15.6K +582 +9%
FIM
1369
FWL Investment Management
Texas
$181K – – –
WA
1370
Whipplewood Advisors
Colorado
$179K +$172K +6,420 +1,155%
IPS
1371
Investors Portfolio Services
Washington
$178K -$376 -14 -0.2%
PP
1372
PDS Planning
Ohio
$177K +$27 +1 +0%
AT
1373
Arlington Trust
Alabama
$166K – – –
GC
1374
Granville Capital
North Carolina
$162K – – –
NG
1375
NWK Group
California
$160K – – –