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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TAR
1401
Trask Adam Roland
$87.1K +$91.1K +3,397 New
HNW
1402
High Note Wealth
Minnesota
$84.9K – – –
HPC
1403
HM Payson & Co
Maine
$84.9K -$1.45K -54 -2%
FPF
1404
First Pacific Financial
Washington
$81.7K +$7.73K +288 +10%
LAS
1405
Lloyd Advisory Services
Georgia
$79.9K -$1.55M -57,656 -95%
KFG
1406
Kingdom Financial Group
Arizona
$79.9K -$3.33K -124 -4%
ME
1407
McIlrath & Eck
Washington
$77.6K +$188 +7 +0.2%
CFS
1408
CGC Financial Services
Oregon
$76.9K – – –
SIC
1409
SJS Investment Consulting
Ohio
$75.5K – – –
ACA
1410
American Capital Advisory
Idaho
$70.8K +$215 +8 +0.3%
CJ
1411
Caitlin John
Michigan
$70.2K – – –
MWA
1412
Merkkuri Wealth Advisors
New York
$69.6K +$72.8K +2,714 New
AW
1413
Avion Wealth
Texas
$69K – – –
CNBTD
1414
Citizens National Bank Trust Department
Mississippi
$68.9K – – –
RWM
1415
RMG Wealth Management
Wisconsin
$68.8K -$5.21M -194,407 -99%
EP
1416
Essential Partners
California
$68.4K +$27 +1 +0%
APW
1417
Atlantic Private Wealth
North Carolina
$66.1K – – –
FGAM
1418
Financial Gravity Asset Management
Texas
$65.6K -$2.9K -108 -4%
HIA
1419
Harbor Investment Advisory
Maryland
$65.4K – – –
HI
1420
Hoey Investments
Pennsylvania
$62.4K +$1.21K +45 +2%
FFA
1421
Frazier Financial Advisors
Ohio
$62.1K +$134 +5 +0.2%
BL
1422
Balentine LLC
Georgia
$60.2K – – –
SIS
1423
Strategic Investment Solutions
Illinois
$60.1K – – –
SWIM
1424
Smallwood Wealth Investment Management
New Jersey
$55.7K – – –
GJIA
1425
Glass Jacobson Investment Advisors
Maryland
$54.8K +$134 +5 +0.2%
55 56
57
58 59