We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Heritage Way Advisors
Illinois
$5.19M -$209K -17,040 -4%
BAM
202
Belpointe Asset Management
Nevada
$5.17M +$59.8K +4,878 +1%
CST
203
Charles Schwab Trust
Nevada
$5.14M +$814K +66,402 +20%
FWP
204
FAS Wealth Partners
Kansas
$5.09M +$389K +31,752 +9%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$5.02M +$2.45M +199,872 +104%
AL
206
Aspiriant LLC
California
$4.98M +$219K +17,892 +5%
NCM
207
Next Capital Management
New York
$4.88M -$7.88M -642,624 -63%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$4.87M +$51.8K +4,230 +1%
Stifel Financial
209
Stifel Financial
Missouri
$4.81M +$1.68M +137,070 +57%
MAS
210
Managed Account Services
Florida
$4.8M +$5.96K +486 +0.1%
HWMG
211
Hurlow Wealth Management Group
Indiana
$4.69M -$303K -24,720 -6%
KF
212
Krilogy Financial
Missouri
$4.65M +$32.4K +2,646 +0.7%
MA
213
MUFG Americas
New York
$4.65M +$333K +27,174 +8%
PP
214
PagnatoKarp Partners
Virginia
$4.61M +$24K +1,956 +0.5%
WAM
215
Wakefield Asset Management
Colorado
$4.58M +$25.3K +2,064 +0.6%
RBA
216
Richard Bernstein Advisors
New York
$4.5M
PWMG
217
Prestige Wealth Management Group
New Jersey
$4.47M -$43.6K -3,558 -1%
GHA
218
GW Henssler & Associates
Georgia
$4.37M -$334K -27,246 -7%
GCA
219
Gradient Capital Advisors
California
$4.36M -$319K -26,028 -7%
SAM
220
Sawgrass Asset Management
Florida
$4.31M +$177K +14,448 +4%
MCM
221
Mitchell Capital Management
Kansas
$4.3M +$192K +15,648 +5%
BIA
222
Bigelow Investment Advisors
Maine
$4.26M +$192K +15,684 +5%
NIM
223
Nicollet Investment Management
Minnesota
$4.25M -$154K -12,594 -4%
LWM
224
Lionsbridge Wealth Management
Florida
$4.22M +$4.04M +329,244 New
BCWM
225
Bartlett & Co Wealth Management
Ohio
$4.16M -$57.1K -4,656 -1%