We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
151
Gradient Capital Advisors
California
$4.99M +$1.72M +160,074 +47%
5L
152
55I LLC
Massachusetts
$4.89M +$5.27M +491,448 New
LCM
153
Leisure Capital Management
California
$4.67M +$1.08M +100,338 +27%
CCM
154
Condor Capital Management
New Jersey
$4.56M +$715K +66,660 +17%
HWMG
155
Hurlow Wealth Management Group
Indiana
$4.55M +$4.65M +432,804 New
BWM
156
BerganKDV Wealth Management
Minnesota
$4.52M +$515K +47,952 +12%
WP
157
WealthSource Partners
California
$4.49M -$1.08M -100,842 -18%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$4.37M +$4.72M +439,368 New
AWM
159
Avior Wealth Management
Nebraska
$4.36M +$248K +23,088 +6%
OIA
160
OneDigital Investment Advisors
Kansas
$4.34M +$3.22M +300,240 +221%
WAM
161
Wakefield Asset Management
Colorado
$4.34M +$761K +70,926 +19%
DPA
162
Delphi Private Advisors
California
$4.23M -$470K -43,788 -9%
AL
163
Aspiriant LLC
California
$4.19M -$116K -10,830 -3%
WAM
164
Watermark Asset Management
California
$4.01M -$222K -20,682 -5%
KCPG
165
Kavar Capital Partners Group
Kansas
$3.96M +$4.28M +398,364 New
EF
166
Empirical Finance
Pennsylvania
$3.94M +$4.25M +396,108 New
RPGK
167
Retirement Planning Group (Kansas)
Kansas
$3.92M +$4.23M +394,158 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$3.91M +$379K +35,328 +10%
JWM
169
JFG Wealth Management
Colorado
$3.85M +$4.16M +387,234 New
PP
170
PagnatoKarp Partners
Virginia
$3.75M -$28.4K -2,646 -0.7%
PFA
171
Pinnacle Family Advisors
Missouri
$3.75M +$3.54M +329,676 +696%
PCMC
172
Private Capital Management (Colorado)
Colorado
$3.71M +$4.01M +373,260 New
HWA
173
Heritage Way Advisors
Illinois
$3.71M +$136K +12,708 +4%
AIM
174
Anchor Investment Management
South Carolina
$3.67M +$860K +80,118 +28%
B
175
Bailard
California
$3.63M +$118K +11,022 +3%