We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
176
Sensible Financial Planning & Management
Massachusetts
$10.7M -$905K -57,486 -8%
FNC
177
First National Corp
Massachusetts
$10.5M +$75.9K +4,821 +0.7%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$10.4M -$1.18M -74,670 -10%
VFPW
179
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M +$10.1M +640,578 New
AIA
180
Arcadia Investment Advisors
Idaho
$10.2M -$604K -38,391 -6%
GG
181
Greenwood Gearhart
Arkansas
$9.95M -$9.36M -594,726 -49%
DP
182
Denver PWM
Colorado
$9.9M -$86.4K -5,490 -0.9%
NL
183
NEPC LLC
Massachusetts
$9.86M
BSW
184
Buckingham Strategic Wealth
Missouri
$9.64M
SP
185
SWS Partners
Ohio
$9.63M -$89.5K -5,688 -0.9%
MF
186
Montis Financial
Massachusetts
$9.63M -$109K -6,906 -1%
CFG
187
Carr Financial Group
Massachusetts
$9.5M +$975K +61,956 +12%
TLP
188
Trinity Legacy Partners
Texas
$9.41M +$60K +3,813 +0.7%
Northern Trust
189
Northern Trust
Illinois
$9.24M +$3.7M +235,119 +70%
PA
190
Planning Alternatives
Michigan
$8.92M -$381K -24,228 -4%
PCMC
191
Private Capital Management (Colorado)
Colorado
$8.92M -$233K -14,784 -3%
RWRC
192
R.W. Roge & Company
New York
$8.77M -$2.61M -165,852 -23%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$8.73M +$557K +35,415 +7%
LCM
194
Leisure Capital Management
California
$8.72M +$541K +34,383 +7%
MHR
195
Matthew Hamilton Rosenberg
$8.7M -$24.4K -1,548 -0.3%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$8.66M -$26.5K -1,686 -0.3%
SLT
197
St Louis Trust
Missouri
$8.57M -$2.69M -170,901 -24%
PMG
198
ProVise Management Group
Florida
$8.56M -$1.11M -70,344 -12%
CHA
199
Cooper/Haims Advisors
New York
$8.56M -$1.4M -88,869 -14%
ACG
200
Allen Capital Group
Nebraska
$8.35M +$8.15M +517,902 New