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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
126
Bank Hapoalim BM
Israel
$17.2M -$8.94M -590,700 -34%
FCM
127
Fortis Capital Management
Washington
$17.1M +$3.85M +254,373 +29%
PWA
128
Pillar Wealth Advisors
Pennsylvania
$17.1M -$4.13K -273 -0%
ADL
129
Asset Dedication LLC
California
$17.1M -$193K -12,741 -1%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$17M +$844K +55,782 +5%
DAS
131
Dynamic Advisor Solutions
Arizona
$16.9M +$210K +13,893 +1%
CAAM
132
Cornerstone Advisors Asset Management
Pennsylvania
$16.9M +$555K +36,678 +3%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M +$409K +26,991 +2%
NFG
134
Northeast Financial Group
Pennsylvania
$16.3M -$5.81M -383,706 -26%
MFC
135
Morris Financial Concepts
South Carolina
$16.3M +$701K +46,293 +4%
BAAM
136
Baker Avenue Asset Management
California
$16.2M +$3.07M +202,665 +23%
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$15.8M -$878K -57,987 -5%
MCM
138
MAI Capital Management
Ohio
$15.5M -$341K -22,515 -2%
GG
139
Gleason Group
Kentucky
$15.2M +$15.3M +1,008,108 +42,971%
PWM
140
Provident Wealth Management
Tennessee
$15M -$792K -52,293 -5%
HCM
141
Hengehold Capital Management
Ohio
$14.4M +$6.67M +440,445 +86%
AG
142
Appleton Group
Wisconsin
$14.2M +$6.96M +459,534 +95%
DBRC
143
D.B. Root & Company
Pennsylvania
$14.1M -$1.39M -91,512 -9%
ACA
144
Ascension Capital Advisors
Texas
$14M -$31.7K -2,097 -0.2%
DW
145
Domani Wealth
Pennsylvania
$13.9M +$45 +3 +0%
KHC
146
Koesten Hirschmann & Crabtree
Kansas
$13.8M +$13.9M +917,016 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$13.8M +$556K +36,759 +4%
CCM
148
Coldstream Capital Management
Washington
$13.7M +$13.8M +912,405 New
BDF
149
Black Diamond Financial
Maryland
$13.6M -$79.2K -5,235 -0.6%
LIM
150
Leavell Investment Management
Alabama
$13.5M -$39.5K -2,607 -0.3%
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