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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
226
Columbus Macro
Pennsylvania
$1.72M -$178K -7,935 -9%
CW
227
CreativeOne Wealth
Kansas
$1.71M +$143K +6,369 +8%
WAM
228
WNY Asset Management
New York
$1.7M +$3.97K +177 +0.2%
JGCM
229
Joseph Group Capital Management
Ohio
$1.69M +$1.27M +56,781 +233%
Goldman Sachs
230
Goldman Sachs
New York
$1.66M -$1.45M -64,617 -45%
CA
231
Cetera Advisors
Colorado
$1.64M +$39.5K +1,761 +2%
JC
232
Jentner Corp
Ohio
$1.64M -$15.9K -708 -0.9%
BRC
233
Bell Rock Capital
Delaware
$1.64M +$1.77M +78,840 New
KP
234
Keel Point
Alabama
$1.62M +$1.62M +72,201 New
MSWMA
235
Market Street Wealth Management Advisors
Indiana
$1.61M
WIA
236
Westbourne Investment Advisors
Maryland
$1.61M -$34.3K -1,530 -2%
KM
237
Kalos Management
Georgia
$1.58M +$640K +28,515 +63%
CWM
238
Chesapeake Wealth Management
Virginia
$1.58M +$43.8K +1,950 +3%
AWM
239
AE Wealth Management
Kansas
$1.5M -$325K -14,496 -17%
GB
240
Gunma Bank
Japan
$1.5M +$1.62M +72,000 New
CCM
241
Carlson Capital Management
Minnesota
$1.46M -$332K -14,793 -17%
LTL
242
Lowery Thomas LLC
California
$1.46M -$216K -9,618 -12%
TF
243
Theory Financial
Colorado
$1.46M -$766K -34,116 -33%
FSG
244
Financial Strategies Group
Michigan
$1.46M +$1.08M +47,946 +217%
APW
245
Aurora Private Wealth
New Jersey
$1.44M +$63.2K +2,817 +4%
LPIC
246
LeJeune Puetz Investment Counsel
Michigan
$1.41M
NCM
247
Northwest Capital Management
Oregon
$1.4M -$1.82K -81 -0.1%
RA
248
Rational Advisors
New York
$1.37M +$1.48M +65,793 New
Fidelity Investments
249
Fidelity Investments
Massachusetts
$1.35M -$466K -20,754 -24%
GHA
250
GW Henssler & Associates
Georgia
$1.31M -$8.35K -372 -0.6%