We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Evanson Asset Management
California
$471K +$147 +18 +0%
UBS Group
152
UBS Group
Switzerland
$461K -$1.77M -216,684 -79%
RDM
153
Retirement Design & Management
Connecticut
$459K +$235K +28,812 +103%
MA
154
MUFG Americas
New York
$457K +$461K +56,490 New
GI
155
Gradient Investments
Minnesota
$452K +$455K +55,788 New
CAM
156
Carret Asset Management
New York
$423K +$4.89K +600 +1%
PA
157
Paracle Advisors
Washington
$419K +$49 +6 +0%
HIMC
158
Heritage Investors Management Corp
Maryland
$413K
CG
159
Colony Group
Massachusetts
$409K -$398K -48,810 -49%
AC
160
Alley Company
Illinois
$407K +$13.1K +1,608 +3%
FAAS
161
First Allied Advisory Services
California
$403K +$406K +49,764 New
WCM
162
Weik Capital Management
Pennsylvania
$389K +$392K +48,060 New
MFS
163
MSI Financial Services
Massachusetts
$370K +$258K +31,656 +224%
VF
164
Virtu Financial
New York
$361K +$83.7K +10,260 +30%
SCM
165
SOL Capital Management
Maryland
$353K +$1.71K +210 +0.5%
MWM
166
Mission Wealth Management
California
$349K +$31.3K +3,834 +10%
MWP
167
Moller Wealth Partners
$345K +$348K +42,660 New
GIA
168
GHP Investment Advisors
Colorado
$338K -$929 -114 -0.3%
MA
169
MCF Advisors
Kentucky
$335K -$4.89K -600 -1%
HP
170
HT Partners
Connecticut
$325K -$334K -41,016 -50%
BC
171
Barnett & Company
Tennessee
$325K -$22K -2,700 -6%
SMC
172
Smith, Moore & Co
Missouri
$325K
HFS
173
HL Financial Services
Kentucky
$306K
WA
174
WBH Advisory
Maryland
$306K +$3.72K +456 +1%
HPWM
175
Highland Private Wealth Management
Washington
$303K +$305K +37,446 New