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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$213M +$214M +33,462,750 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$25.1M +$25.3M +3,948,138 New
CCA
3
Cobblestone Capital Advisors
New York
$19.8M +$19.9M +3,115,524 New
EWM
4
Empirical Wealth Management
Washington
$19.1M +$19.2M +3,000,276 New
Charles Schwab
5
Charles Schwab
California
$16.8M +$16.8M +2,623,764 New
Morgan Stanley
6
Morgan Stanley
New York
$12.1M +$12.1M +1,893,708 New
BMM
7
Buffington Mohr McNeal
Idaho
$8.64M +$8.68M +1,356,858 New
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$8.42M +$8.47M +1,323,018 New
BSB
9
Bangor Savings Bank
Maine
$7.65M +$7.69M +1,202,340 New
FMP
10
Financial Management Professionals
Texas
$7.29M +$7.33M +1,144,902 New
BPM
11
Bowling Portfolio Management
Ohio
$4.81M +$4.84M +756,048 New
PFM
12
Parsec Financial Management
North Carolina
$3.28M +$3.3M +515,556 New
U
13
UBS
Switzerland
$3.15M +$3.16M +494,172 New
MFS
14
Monetta Financial Services
Illinois
$3.02M +$3.03M +474,000 New
Goldman Sachs
15
Goldman Sachs
New York
$2.84M +$2.86M +446,550 New
AIM
16
AMI Investment Management
Indiana
$2.58M +$2.59M +405,060 New
Mariner
17
Mariner
Kansas
$2.51M +$2.52M +393,918 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.3M +$2.31M +361,020 New
PFC
19
Phocas Financial Corp
California
$2.24M +$2.25M +351,384 New
B
20
Bailard
California
$2.1M +$2.11M +329,490 New
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M +$1.99M +310,500 New
VCAM
22
Van Cleef Asset Management
Ohio
$1.9M +$1.91M +297,882 New
WA
23
WESPAC Advisors
California
$1.78M +$1.79M +280,110 New
CCM
24
Carlson Capital Management
Minnesota
$1.72M +$1.73M +269,976 New
HCM
25
Hengehold Capital Management
Ohio
$1.65M +$1.66M +259,926 New
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