We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
226
Ledge Wealth Management
Minnesota
$2M +$1.99M +84,072 New
JMPWA
227
JP Morgan Private Wealth Advisors
California
$1.98M +$620K +26,190 +46%
AFP
228
Ausdal Financial Partners
Iowa
$1.96M +$4.69K +198 +0.2%
BWM
229
BCS Wealth Management
Tennessee
$1.96M -$465K -19,620 -19%
WAM
230
WNY Asset Management
New York
$1.95M -$72.3K -3,054 -4%
LTL
231
Lowery Thomas LLC
California
$1.9M +$630K +26,613 +50%
JC
232
Jentner Corp
Ohio
$1.89M -$60.6K -2,559 -3%
WIA
233
Westbourne Investment Advisors
Maryland
$1.88M +$83.8K +3,540 +5%
CFGS
234
Concourse Financial Group Securities
Alabama
$1.85M +$1.29M +54,438 +234%
MSWMA
235
Market Street Wealth Management Advisors
Indiana
$1.85M – – –
CA
236
Cetera Advisors
Colorado
$1.83M +$31.5K +1,332 +2%
PCMC
237
Private Capital Management (Colorado)
Colorado
$1.82M +$13.1K +552 +0.7%
CW
238
CreativeOne Wealth
Kansas
$1.8M +$1.12M +47,376 +167%
CWM
239
Chesapeake Wealth Management
Virginia
$1.76M +$35.2K +1,485 +2%
LPIC
240
LeJeune Puetz Investment Counsel
Michigan
$1.61M +$17.8K +753 +1%
NCM
241
Northwest Capital Management
Oregon
$1.6M -$25.1K -1,062 -2%
ACI
242
Alpha Cubed Investments
California
$1.58M +$217K +9,186 +16%
APW
243
Aurora Private Wealth
New Jersey
$1.58M +$251K +10,581 +19%
RRC
244
Relaxing Retirement Coach
Massachusetts
$1.51M – – –
GHA
245
GW Henssler & Associates
Georgia
$1.51M -$77.8K -3,288 -5%
LAIC
246
Lederer & Associates Investment Counsel
California
$1.51M +$202K +8,526 +16%
SPI
247
Santori & Peters Inc
Pennsylvania
$1.49M -$5.97K -252 -0.4%
SPC
248
Sigma Planning Corp
Michigan
$1.48M +$48K +2,028 +3%
AWS
249
AJ Wealth Strategies
New York
$1.47M -$7.6K -321 -0.5%
SWM
250
Spire Wealth Management
Virginia
$1.45M +$348K +14,718 +32%
8 9
10
11 12