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Schwab US Large-Cap Value ETF
SCHV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Atomi Financial Group
26
Atomi Financial Group
New York
USD 70 M +USD 1.22 M +36,988 +2%
Bank of America
27
Bank of America
North Carolina
USD 66.9 M +USD 999 k +30,329 +2%
Creative Planning
28
Creative Planning
Kansas
USD 63.9 M -USD 2.72 M -82,551 -4%
Summit Wealth & Retirement Planning
29
Summit Wealth & Retirement Planning
California
USD 61.9 M +USD 1.74 M +52,850 +3%
Black Diamond Financial
30
Black Diamond Financial
Maryland
USD 61.2 M +USD 11.5 M +348,437 +25%
World Investment Advisors
31
World Investment Advisors
California
USD 60.2 M -USD 228 k -6,923 -0.4%
Financial Management Professionals
32
Financial Management Professionals
Texas
USD 59.9 M -USD 167 k -5,062 -0.3%
GenWealth Group
33
GenWealth Group
New Jersey
USD 58.5 M -USD 720 k -21,847 -1%
Focus Partners Advisor Solutions
34
Focus Partners Advisor Solutions
Missouri
USD 56.6 M +USD 2.08 M +63,021 +4%
United Capital Financial Advisors
35
United Capital Financial Advisors
Texas
USD 55.7 M -USD 851 k -25,832 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
USD 54.5 M +USD 501 k +15,199 +1%
Dravo Bay
37
Dravo Bay
Delaware
USD 50.6 M +USD 4.12 M +125,054 +9%
Northern Capital Management (Washington)
38
Northern Capital Management (Washington)
Washington
USD 49.2 M +USD 1.5 M +45,425 +3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
USD 46.4 M +USD 7.67 M +232,948 +21%
HRC Wealth Management
40
HRC Wealth Management
Idaho
USD 45.3 M -USD 208 k -6,301 -0.5%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
USD 45.2 M +USD 1.03 M +31,248 +2%
XML Financial
42
XML Financial
Maryland
USD 43.6 M +USD 318 k +9,650 +0.8%
Summit Asset Management
43
Summit Asset Management
Tennessee
USD 42.6 M -USD 251 k -7,609 -0.6%
Veery Capital
44
Veery Capital
Delaware
USD 41.6 M +USD 912 k +27,699 +2%
MML Investors Services
45
MML Investors Services
Massachusetts
USD 41.3 M +USD 8.74 M +265,328 +29%
Ballast Advisors
46
Ballast Advisors
Minnesota
USD 41.1 M -USD 469 k -14,227 -1%
Cerity Partners
47
Cerity Partners
New York
USD 41 M +USD 21.1 M +640,992 +58%
Brady Martz Wealth Solutions
48
Brady Martz Wealth Solutions
North Dakota
USD 39.5 M -USD 26.7 k -811 -0.1%
Nicolet Bankshares
49
Nicolet Bankshares
Wisconsin
USD 39.2 M -USD 2.2 M -66,799 -6%
Midwest Trust
50
Midwest Trust
Kansas
USD 39.1 M -USD 514 k -15,594 -1%
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