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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Clune & Associates
Illinois
– -$208K -7,724 Closed
CIA
1602
Choate Investment Advisors
Massachusetts
– -$207K -7,702 Closed
WAM
1603
Wernau Asset Management
Massachusetts
– -$207K -7,692 Closed
SFS
1604
Strategic Financial Services
New York
– -$210K -7,691 Closed
UF
1605
Univest Financial
Pennsylvania
– -$207K -7,683 Closed
RPA
1606
Rock Point Advisors
Vermont
– -$206K -7,647 Closed
LSC
1607
Lesa Sroufe & Co
Washington
– -$202K -7,509 Closed
MLL
1608
Moody Lynn & Lieberson
Massachusetts
– -$202K -7,502 Closed
SCA
1609
Sandy Cove Advisors
Massachusetts
– -$202K -7,500 Closed
JWM
1610
Jacksonville Wealth Management
Florida
– -$201K -7,473 Closed
FHA
1611
Flagship Harbor Advisors
Massachusetts
– -$169K -6,281 Closed
CIAS
1612
CBIZ Investment Advisory Services
Ohio
– -$147K -5,472 Closed
SA
1613
Strategic Advocates
Utah
– -$141K -5,191 Closed
AIP
1614
Alexis Investment Partners
Texas
– -$121K -4,506 Closed
MPWT
1615
MassMutual Private Wealth & Trust
Connecticut
– -$73.2K -2,721 Closed
NL
1616
Navalign LLC
California
– -$64.7K -2,403 Closed
CWP
1617
Concord Wealth Partners
Virginia
– -$45.2K -1,680 Closed
OC
1618
Optima Capital
Oregon
– -$28.6K -1,062 Closed
LC
1619
Luminist Capital
Michigan
– -$26.9K -1,000 Closed
IIM
1620
IFC & Insurance Marketing
California
– -$25K -913 Closed
GWM
1621
Greenline Wealth Management
Florida
– -$6.41K -238 Closed
UFPG
1622
United Financial Planning Group
New York
– -$4.54K -169 Closed
NRWA
1623
North Ridge Wealth Advisors
Oregon
– -$4.3K -160 Closed
QC
1624
Quent Capital
New York
– -$3.58K -133 Closed
BGWM
1625
Bridge Generations Wealth Management
Florida
– -$2.91K -108 Closed
62 63 64
65
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