We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Summit Asset Management
Tennessee
$577K
BC
152
Barnett & Company
Tennessee
$574K +$200K +24,300 +54%
GGI
153
Godsey & Gibb Inc
Virginia
$549K +$13K +1,578 +2%
SAM
154
Sawgrass Asset Management
Florida
$547K +$2.96K +360 +0.5%
S
155
SignatureFD
Georgia
$541K -$391K -47,592 -42%
AIA
156
Allegis Investment Advisors
Idaho
$539K -$16.3K -1,980 -3%
LS
157
Lattice Strategies
Pennsylvania
$531K
RPA
158
Rock Point Advisors
Vermont
$531K +$22.1K +2,688 +4%
HR
159
Howe & Rusling
New York
$529K
VWM
160
Vector Wealth Management
Minnesota
$518K +$201K +24,462 +64%
TSWM
161
Triangle Securities Wealth Management
North Carolina
$512K +$121K +14,760 +31%
WOC
162
West Oak Capital
California
$510K +$23K +2,796 +5%
EAM
163
Evanson Asset Management
California
$483K +$148 +18 +0%
BlackRock
164
BlackRock
New York
$483K +$13K +1,584 +3%
HP
165
HT Partners
Connecticut
$483K +$82.2K +10,002 +21%
CCA
166
Clearwater Capital Advisors
Illinois
$480K +$475K +57,810 New
HIC
167
Holderness Investments Company
North Carolina
$479K -$429K -52,188 -47%
EWA
168
EP Wealth Advisors
California
$475K -$68.3K -8,310 -13%
IWMPD
169
Integrated Wealth Management (Palm Desert)
California
$468K +$47.7K +5,808 +11%
MA
170
MCF Advisors
Kentucky
$467K +$33.5K +4,080 +8%
SFA
171
Sequoia Financial Advisors
Ohio
$460K -$5.99M -728,784 -93%
LWAC
172
Laurel Wealth Advisors (California)
California
$449K -$46.8K -5,694 -10%
WCM
173
Weik Capital Management
Pennsylvania
$447K -$105K -12,750 -19%
HPWM
174
Highland Private Wealth Management
Washington
$436K +$17K +2,070 +4%
UBS Group
175
UBS Group
Switzerland
$425K -$1.17M -142,014 -73%