We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1476
Balentine LLC
Georgia
$69.1K – – –
KFI
1477
Key Financial Inc
Pennsylvania
$69.1K +$38.7K +1,356 +137%
SWIM
1478
Smallwood Wealth Investment Management
New Jersey
$63.4K -$571 -20 -0.9%
GJIA
1479
Glass Jacobson Investment Advisors
Maryland
$63K +$114 +4 +0.2%
FP
1480
Financial Perspectives
Minnesota
$63K +$143 +5 +0.2%
SIM
1481
Synergy Investment Management
Florida
$62.4K +$29.9K +1,048 +94%
PWMG
1482
Prestige Wealth Management Group
New Jersey
$61.8K – – –
TFGT
1483
TS Financial Group (TSFG)
Illinois
$60K – – –
RFA
1484
Register Financial Advisors
Georgia
$58.5K +$56.8K +1,989 New
SIS
1485
Strategic Investment Solutions
Illinois
$57.6K -$11K -385 -16%
RBC
1486
Roble Belko & Company
Pennsylvania
$57K +$143 +5 +0.3%
DCM
1487
Davis Capital Management
Florida
$56.2K – – –
ABWM
1488
Alpine Bank Wealth Management
Colorado
$55.7K +$54K +1,892 New
GWS
1489
Glassman Wealth Services
Virginia
$55.4K – – –
CSB
1490
City State Bank
Iowa
$55.3K – – –
LWM
1491
Lodestone Wealth Management
Washington
$55.1K – – –
TCM
1492
Triumph Capital Management
Colorado
$52.6K -$7.05K -247 -12%
PP
1493
PFS Partners
New Jersey
$52.5K – – –
HWM
1494
HighMark Wealth Management
Minnesota
$51.5K +$114 +4 +0.2%
CWP
1495
Concord Wealth Partners
Virginia
$49.5K +$48K +1,680 New
TFM
1496
TFC Financial Management
Massachusetts
$46K +$6.74K +236 +18%
PCA
1497
Providence Capital Advisors
North Carolina
$45.9K – – –
MI
1498
Markowski Investments
Florida
$45.7K +$44.3K +1,553 New
MNA
1499
Manning & Napier Advisors
New York
$45.3K -$4.37K -153 -9%
MWM
1500
Mosley Wealth Management
California
$43.9K +$42.6K +1,493 New
58 59
60
61 62