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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1501
Triumph Capital Management
Colorado
$52.6K -$7.05K -247 -12%
PP
1502
PFS Partners
New Jersey
$52.5K – – –
HWM
1503
HighMark Wealth Management
Minnesota
$51.5K +$114 +4 +0.2%
CWP
1504
Concord Wealth Partners
Virginia
$49.5K +$48K +1,680 New
TFM
1505
TFC Financial Management
Massachusetts
$46K +$6.74K +236 +18%
PCA
1506
Providence Capital Advisors
North Carolina
$45.9K – – –
MI
1507
Markowski Investments
Florida
$45.7K +$44.3K +1,553 New
MNA
1508
Manning & Napier Advisors
New York
$45.3K -$4.37K -153 -9%
MWM
1509
Mosley Wealth Management
California
$43.9K +$42.6K +1,493 New
TPW
1510
TOP Private Wealth
Connecticut
$42.1K +$40.9K +1,432 New
WPA
1511
West Paces Advisors
Georgia
$41.4K – – –
MSWM
1512
Mowery & Schoenfeld Wealth Management
Illinois
$39.4K +$38.2K +1,338 New
PGAM
1513
Princeton Global Asset Management
New Jersey
$38.9K +$86 +3 +0.2%
HFG
1514
Harborfront Financial Group
Michigan
$38.8K +$37.6K +1,318 New
BC
1515
Bulwark Capital
Florida
$38.4K – – –
BWA
1516
Basecamp Wealth Advisors
Washington
$37.9K – – –
T
1517
Tidemark
California
$37.5K – – –
OCM
1518
Orion Capital Management
California
$35.7K – – –
TWD
1519
True Wealth Design
Ohio
$34.5K – – –
TAM
1520
Tucker Asset Management
Colorado
$34.4K – – –
SWP
1521
SIMA Wealth Partners
Virginia
$34.1K +$685 +24 +2%
DAM
1522
Delta Asset Management
Tennessee
$33.1K – – –
CW
1523
CrossGen Wealth
North Carolina
$32.7K +$31.7K +1,110 New
TWC
1524
TD Waterhouse Canada
Ontario, Canada
$32.6K +$6K +210 +23%
DPW
1525
DiNuzzo Private Wealth
Pennsylvania
$32.2K – – –
59 60
61
62 63