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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
151
Virtu Financial
New York
$262K +$278K +34,356 New
GA
152
Geneva Advisors
Illinois
$258K +$49 +6 +0%
AIM
153
Aspen Investment Management
Michigan
$248K -$14.8K -1,830 -5%
AMM
154
American Money Management
California
$248K -$1.41K -174 -0.5%
AL
155
Aspiriant LLC
California
$245K +$582 +72 +0.2%
ACM
156
Argentus Capital Management
Texas
$243K +$257K +31,806 New
PO
157
Private Ocean
California
$242K +$235K +29,046 New
HIC
158
Hartline Investment Corp
Illinois
$236K – – –
CCS
159
Crosspoint Capital Strategies
California
$234K -$475K -58,728 -66%
IWMPD
160
Integrated Wealth Management (Palm Desert)
California
$233K +$21.7K +2,682 +10%
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$6.79K -840 -3%
IC
162
InterOcean Capital
Illinois
$223K +$7.81K +966 +3%
SPC
163
Stewart & Patten Company
California
$220K +$233K +28,818 New
BJL
164
Brighton Jones LLC
Washington
$219K +$1.21K +150 +0.5%
WOC
165
West Oak Capital
California
$219K +$171K +21,150 +282%
RDM
166
Retirement Design & Management
Connecticut
$213K – – –
PAM
167
Premier Asset Management
Illinois
$211K -$26.2K -3,240 -10%
FNBT
168
FineMark National Bank & Trust
Florida
$193K +$44.9K +5,550 +28%
SCA
169
Strategic Capital Alternatives
United States
$187K +$198K +24,534 New
WA
170
Winfield Associates
Ohio
$185K +$148K +18,306 +305%
MGIA
171
Moneta Group Investment Advisors
Missouri
$177K +$187K +23,142 New
TCM
172
Tuttle Capital Management
Connecticut
$174K -$795K -98,232 -81%
RCG
173
Ruggie Capital Group
Florida
$166K +$49 +6 +0%
AWM
174
AllSquare Wealth Management
New York
$150K -$87.4K -10,800 -35%
PVH
175
Psagot Value Holdings
Israel
$142K – – –
5 6
7
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