7/8/2025 | First National Corp MA ADV | 724,705 | $17.71M | 3.6% | -0.1% | 0.032% | |
7/8/2025 | Elevation Wealth Partners LLC | 430,989 | $10.53M | 4.2% | +0.2% | 0.019% | |
7/8/2025 | Beacon Wealthcare LLC | 8,889 | $217K | 0.1% | N/A | 0.000% | |
7/8/2025 | Granite Bay Wealth Management LLC | 30,790 | $752K | 0.2% | -29.4% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 12,690 | $310K | 0.0% | N/A | 0.001% | |
7/8/2025 | Paladin Wealth LLC | 15,613 | $382K | 0.3% | N/A | 0.001% | |
7/8/2025 | RMR Wealth Builders | 167,965 | $4.11M | 0.4% | +8.5% | 0.007% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 59,800 | $1.46M | 0.2% | +246.2% | 0.003% | |
7/8/2025 | Legacy Private Trust Co. | 358,776 | $8.77M | 0.6% | +22.8% | 0.016% | |
7/8/2025 | Gradient Investments LLC | 311,233 | $7.61M | 0.1% | +1,171.9% | 0.014% | |
Get the Latest News and Ratings for SCHX and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Schwab US Large-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.
|
7/8/2025 | S.E.E.D. Planning Group LLC | 94,106 | $2.30M | 0.7% | -0.8% | 0.004% | |
7/8/2025 | GK Wealth Management LLC | 18,814 | $460K | 0.4% | +39.7% | 0.001% | |
7/8/2025 | Twele Capital Management Inc. | 42,321 | $1.03M | 0.2% | -4.0% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 251,925 | $6.16M | 0.1% | -2.6% | 0.011% | |
7/8/2025 | Lowe Wealth Advisors LLC | 4,373 | $107K | 0.0% | -18.8% | 0.000% | |
7/7/2025 | RF&L Wealth Management LLC | 19,886 | $486K | 0.3% | +14.1% | 0.001% | |
7/7/2025 | Investors Research Corp | 690,681 | $16.88M | 3.3% | +7.8% | 0.030% | |
7/7/2025 | Park Edge Advisors LLC | 39,715 | $971K | 0.2% | -10.7% | 0.002% | |
7/7/2025 | Veery Capital LLC | 54,210 | $1.33M | 0.5% | -1.0% | 0.002% | |
7/7/2025 | Vishria Bird Financial Group LLC | 42,369 | $1.04M | 0.3% | -2.2% | 0.002% | |
7/7/2025 | Modus Advisors LLC | 13,756 | $336K | 0.1% | -9.8% | 0.001% | |
7/7/2025 | Bangor Savings Bank | 2,581,836 | $63.10M | 5.6% | -19.7% | 0.113% | |
7/7/2025 | Salem Investment Counselors Inc. | 930,860 | $22.75M | 0.7% | +0.6% | 0.041% | |
7/7/2025 | Peterson Wealth Advisors LLC | 14,754 | $361K | 0.1% | +22.0% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 75,099 | $1.84M | 0.1% | -1.5% | 0.003% | |
7/3/2025 | Collective Family Office LLC | 10,660 | $261K | 0.1% | -32.2% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 13,051 | $319K | 0.3% | -30.3% | 0.001% | |
6/17/2025 | Howe & Rusling Inc. | 41,400 | $914K | 0.1% | +30.3% | 0.002% | |
6/16/2025 | Lynx Investment Advisory | 46,882 | $1.04M | 0.7% | -2.8% | 0.002% | |
6/10/2025 | Birchbrook Inc. | 253,149 | $5.59M | 3.1% | +3.8% | 0.011% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 176,410 | $3.90M | 2.0% | +0.7% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 56,880 | $1.26M | 0.0% | N/A | 0.002% | |
5/28/2025 | GK Wealth Management LLC | 13,471 | $297K | 0.3% | N/A | 0.001% | |
5/28/2025 | Intrua Financial LLC | 10,239 | $226K | 0.0% | -7.5% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 768,327 | $16.97M | 1.3% | -2.5% | 0.033% | |
5/27/2025 | SWS Partners | 304,725 | $6.73M | 2.1% | -1.9% | 0.013% | |
5/22/2025 | Mattson Financial Services LLC | 12,359 | $273K | 0.1% | +3,222.3% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 69,108 | $1.53M | 0.9% | -0.7% | 0.003% | |
5/21/2025 | MBL Wealth LLC | 285,400 | $6.30M | 0.6% | -0.2% | 0.012% | |
5/21/2025 | McAdam LLC | 9,181,848 | $202.74M | 12.5% | -11.2% | 0.397% | |
Your Wealth is Being Tracked—Without Your Consent (Ad) Banks Are Testing AI That Scores and Controls Your Spending
A new AI-powered credit system is reshaping access to money. It scores, flags, and filters your transactions—and the wrong activity could freeze your funds. Wealth Creation Investing has published a critical new briefing that explains how the system works and what steps you can take to safeguard your finances before this becomes permanent policy. Download the AI Finance Report Now—Before It’s Too Late |
5/21/2025 | Geneos Wealth Management Inc. | 387,113 | $8.55M | 0.3% | +236.4% | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,345,303 | $29.70M | 6.0% | N/A | 0.058% | |
5/20/2025 | Belpointe Asset Management LLC | 1,384,775 | $30.58M | 1.6% | +10,083.7% | 0.060% | |
5/20/2025 | Focus Partners Wealth | 2,669,259 | $58.94M | 0.1% | +8.6% | 0.116% | |
5/20/2025 | Integrity Alliance LLC. | 77,495 | $1.71M | 0.1% | N/A | 0.003% | |
5/20/2025 | Anchor Investment Management LLC | 1,133,017 | $25.02M | 2.3% | +0.9% | 0.049% | |
5/20/2025 | Aspen Investment Management Inc | 75,841 | $1.68M | 0.8% | +2.4% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 49,287 | $1.09M | 0.0% | -11.1% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 10,237 | $226K | 0.0% | N/A | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 122,314 | $2.70M | 1.3% | -37.8% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 464,556 | $10.26M | 0.1% | N/A | 0.020% | |
5/16/2025 | Ascent Group LLC | 28,911 | $638K | 0.0% | +1.7% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 74,561 | $1.63M | 0.1% | +255.8% | 0.003% | |
5/16/2025 | Bell Investment Advisors Inc | 999,350 | $22.07M | 4.1% | +2.0% | 0.043% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 238,674 | $5.27M | 0.1% | -1.9% | 0.010% | |
5/16/2025 | Hamilton Capital LLC | 68,460 | $1.51M | 0.1% | -1.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 18,127 | $400K | 0.1% | -72.6% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 1,433,292 | $31.65M | 1.2% | -0.9% | 0.062% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,050,818 | $23.20M | 0.0% | -23.9% | 0.046% | |
5/16/2025 | Cape Investment Advisory Inc. | 25,630 | $566K | 0.2% | -10.0% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 725,795 | $16.44M | 0.0% | -27.5% | 0.031% | |
5/16/2025 | U S Wealth Group LLC. | 221,739 | $4.90M | 3.9% | -1.9% | 0.010% | |
5/16/2025 | Pinnacle Family Advisors LLC | 80,260 | $1.77M | 1.0% | +6.7% | 0.003% | |
5/16/2025 | Plancorp LLC | 132,809 | $2.93M | 0.1% | +16.2% | 0.006% | |
5/16/2025 | Plotkin Financial Advisors LLC | 78,452 | $1.73M | 1.1% | +13.2% | 0.003% | |
5/16/2025 | National Wealth Management Group LLC | 22,046 | $487K | 0.3% | +23.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 469,346 | $10.36M | 0.1% | -3.6% | 0.020% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,011,806 | $66.50M | 0.8% | -1.7% | 0.130% | |
5/16/2025 | Greenline Partners LLC | 24,608 | $543K | 0.1% | +334.5% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 3,838,149 | $84.75M | 2.1% | +0.2% | 0.166% | |
5/16/2025 | AQR Capital Management LLC | 818,854 | $18.08M | 0.0% | +12.0% | 0.035% | |
5/16/2025 | AlTi Global Inc. | 75,888 | $1.68M | 0.0% | -2.6% | 0.003% | |
5/16/2025 | AlphaQ Advisors LLC | 21,954 | $485K | 1.2% | -2.7% | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 851,606 | $18.80M | 0.4% | -0.4% | 0.037% | |
5/15/2025 | EP Wealth Advisors LLC | 292,036 | $6.45M | 0.1% | +0.4% | 0.013% | |
5/15/2025 | GW Henssler & Associates Ltd. | 122,437 | $2.70M | 0.2% | +192.5% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 15,849 | $350K | 0.1% | -16.2% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 34,085 | $753K | 0.0% | -4.0% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 407,230 | $8.99M | 0.2% | +6.9% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 1,620,400 | $35.78M | 0.0% | +5.4% | 0.070% | |
5/15/2025 | Betterment LLC | 13,225,086 | $292.01M | 0.7% | +119.6% | 0.573% | |
5/15/2025 | MAI Capital Management | 1,310,049 | $28.93M | 0.2% | -0.4% | 0.057% | |
5/15/2025 | Calton & Associates Inc. | 215,453 | $4.76M | 1.1% | N/A | 0.009% | |
5/15/2025 | Connecticut Wealth Management LLC | 17,659 | $390K | 0.0% | N/A | 0.001% | |
5/15/2025 | Certior Financial Group LLC | 15,518 | $343K | 0.3% | -20.1% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 28,031 | $619K | 0.0% | -22.7% | 0.001% | |
5/15/2025 | Activest Wealth Management | 65,658 | $1.45M | 0.4% | N/A | 0.003% | |
5/15/2025 | Vident Advisory LLC | 18,188 | $402K | 0.0% | +4.2% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 49,354 | $1.09M | 0.0% | +21.6% | 0.002% | |
5/15/2025 | WPG Advisers LLC | 17,829 | $394K | 0.4% | N/A | 0.001% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A little-known regulation quietly goes into effect this July.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
5/15/2025 | Tortoise Investment Management LLC | 722,818 | $15.96M | 1.7% | +12.9% | 0.031% | |
5/15/2025 | Trexquant Investment LP | 13,412 | $296K | 0.0% | N/A | 0.001% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 40,373 | $891K | 0.0% | +29.3% | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 27,676 | $611K | 0.1% | +4.0% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 839,437 | $18.54M | 1.9% | +3.0% | 0.036% | |
5/14/2025 | Delta Investment Management LLC | 10,834 | $239K | 0.0% | +7.4% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 25,129 | $555K | 0.0% | +14.7% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 227,234 | $5.02M | 0.0% | +29.5% | 0.010% | |
5/14/2025 | Per Stirling Capital Management LLC. | 81,058 | $1.79M | 0.3% | +5.6% | 0.004% | |
5/14/2025 | Orion Capital Management LLC | 1,214 | $27K | 0.0% | N/A | 0.000% | |