We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Planning Alternatives
Michigan
$8.75M -$364K -20,721 -4%
NA
202
Nottingham Advisors
New York
$8.65M -$133K -7,602 -1%
ACG
203
Allen Capital Group
Nebraska
$8.62M -$74.1K -4,224 -0.8%
RWRC
204
R.W. Roge & Company
New York
$8.52M -$220K -12,546 -2%
Betterment LLC
205
Betterment LLC
New York
$8.33M +$712K +40,590 +9%
PMG
206
ProVise Management Group
Florida
$8.26M -$39.4K -2,247 -0.5%
LPAM
207
Lodestar Private Asset Management
California
$8.24M +$276K +15,705 +3%
MFA
208
Morling Financial Advisors
California
$8.21M -$63.4K -3,612 -0.7%
GCM
209
G2 Capital Management
Ohio
$8.12M +$1.53K +87 +0%
TLP
210
Trinity Legacy Partners
Texas
$8.11M -$817K -46,557 -9%
IRC
211
Investors Research Corp
Georgia
$8M +$287K +16,368 +4%
CHA
212
Cooper/Haims Advisors
New York
$7.96M -$662K -37,716 -7%
CWM
213
Castle Wealth Management
Florida
$7.94M -$410K -23,370 -5%
NSAM
214
North Star Asset Management
Wisconsin
$7.88M -$117K -6,687 -1%
SPC
215
Sigma Planning Corp
Michigan
$7.8M +$604K +34,443 +8%
PIMG
216
Patriot Investment Management Group
Tennessee
$7.78M +$738K +42,093 +10%
NP
217
NorthRock Partners
Minnesota
$7.56M +$7.2M +410,538 +1,097%
NIC
218
Northwest Investment Counselors
Oregon
$7.53M -$130K -7,419 -2%
CAN
219
Cetera Advisor Networks
California
$7.47M +$302K +17,190 +4%
SFWC
220
Strategic Family Wealth Counselors
New Jersey
$7.37M +$1.63K +93 +0%
OIA
221
OneDigital Investment Advisors
Kansas
$7.33M -$701K -39,957 -8%
AIM
222
AMI Investment Management
Indiana
$7.15M -$1.34M -76,662 -15%
RFA
223
RTD Financial Advisors
Pennsylvania
$7.09M -$246K -14,016 -3%
SWM
224
Shelton Wealth Management
Texas
$7.06M -$177K -10,101 -2%
LSAG
225
Lake Street Advisors Group
New Hampshire
$6.95M +$24.3K +1,383 +0.3%