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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$481K +$1.86K +105 +0.4%
MWA
227
Martel Wealth Advisors
Washington
$456K +$491K +27,774 New
Baird Financial Group
228
Baird Financial Group
Wisconsin
$456K +$491K +27,768 New
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$447K -$27.3K -1,542 -5%
FA
230
Fagan Associates
New York
$441K +$76.1K +4,299 +19%
FAM
231
Foothills Asset Management
Arizona
$431K +$59.2K +3,348 +15%
BPWA
232
Beacon Pointe Wealth Advisors
California
$429K +$463K +26,196 New
SIAS
233
Shine Investment Advisory Services
Colorado
$425K -$9.13K -516 -2%
BL
234
BCWM LLC
Kansas
$422K -$6.74K -381 -1%
GRP
235
Global Retirement Partners
California
$413K -$31.8K -1,800 -7%
AWMG
236
Alliance Wealth Management Group
New Jersey
$410K +$13.4K +756 +3%
TCM
237
Towercrest Capital Management
Pennsylvania
$410K +$13.4K +756 +3%
TIM
238
Tortoise Investment Management
New York
$407K +$364K +20,550 +486%
BIA
239
Bigelow Investment Advisors
Maine
$395K -$5.31K -300 -1%
Vanguard Capital Wealth Advisors
240
Vanguard Capital Wealth Advisors
Colorado
$393K -$245K -13,857 -37%
ACA
241
Atlas Capital Advisors
Wyoming
$390K -$764K -43,179 -65%
W
242
Wealthquest
Ohio
$378K +$407K +23,007 New
FM
243
Foster & Motley
Ohio
$376K -$23.6K -1,332 -6%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$365K -$96.9K -5,478 -20%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$362K -$67.5K -3,813 -15%
ZIM
246
Zacks Investment Management
Illinois
$359K -$34.8K -1,968 -8%
WPA
247
West Paces Advisors
Georgia
$355K -$343K -19,410 -47%
RIA
248
Regal Investment Advisors
Michigan
$345K +$43K +2,430 +13%
BIM
249
Bridges Investment Management
Nebraska
$344K -$4.51K -255 -1%
FCA
250
FinTrust Capital Advisors
South Carolina
$336K +$362K +20,460 New