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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M -$527K -53,652 -35%
MA
202
MUFG Americas
New York
$1.02M +$166K +16,926 +20%
WIC
203
Whitegate Investment Counselors
New Hampshire
$1.01M -$1.71K -174 -0.2%
FCI
204
Financial Counselors Inc
Kansas
$984K
TF
205
TIAA FSB
Florida
$965K +$268K +27,318 +40%
SDWMA
206
Schneider Downs Wealth Management Advisors
Pennsylvania
$938K +$24.3K +2,478 +3%
LS
207
Lattice Strategies
Pennsylvania
$908K +$233K +23,700 +35%
OFG
208
Oxford Financial Group
Indiana
$891K +$5.71K +582 +0.7%
MGIA
209
Moneta Group Investment Advisors
Missouri
$887K +$250K +25,488 +40%
PCA
210
Personal Capital Advisors
California
$884K -$201K -20,436 -19%
EWA
211
EP Wealth Advisors
California
$879K +$116K +11,790 +16%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$862K +$130K +13,212 +18%
IFS
213
Ifrah Financial Services
Arkansas
$853K +$24.2K +2,466 +3%
WOC
214
West Oak Capital
California
$847K -$40.8K -4,158 -5%
BCM
215
BTR Capital Management
California
$825K +$63.3K +6,450 +8%
PFM
216
Phillips Financial Management
Indiana
$806K +$18.2K +1,854 +2%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$787K +$631K +64,290 +446%
NSB
218
Norway Savings Bank
Maine
$782K
LBC
219
Lowe Brockenbrough & Co
Virginia
$778K +$55.4K +5,640 +8%
WCM
220
Weik Capital Management
Pennsylvania
$770K -$88.3K -9,000 -10%
PAM
221
Premier Asset Management
Illinois
$766K +$58.9K +6,000 +9%
IH
222
IFC Holdings
Florida
$766K +$75.2K +7,662 +11%
CCM
223
Colorado Capital Management
Colorado
$760K -$7.71K -786 -1%
PA
224
Parallel Advisors
California
$730K +$26K +2,652 +4%
SAM
225
Summit Asset Management
Tennessee
$729K