We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Ledge Wealth Management
Minnesota
$2.23M +$756K +34,902 +52%
WI
227
Wintrust Investments
Illinois
$2.14M -$26.3K -1,215 -1%
JGCM
228
Joseph Group Capital Management
Ohio
$2.09M +$113K +5,235 +6%
BMM
229
Berkshire Money Management
Massachusetts
$2.04M -$57.5K -2,655 -3%
CW
230
CreativeOne Wealth
Kansas
$2.04M -$12.9K -597 -0.6%
BFM
231
Broadview Financial Management
Wisconsin
$2.02M -$101K -4,659 -5%
AL
232
ACAS LLC
California
$2M +$1.97M +91,005 New
BFA
233
Beaumont Financial Advisors
Massachusetts
$1.96M -$30.3K -1,401 -2%
AA
234
Aire Advisors
California
$1.96M +$662K +30,588 +52%
GRP
235
Global Retirement Partners
California
$1.95M -$767K -35,409 -29%
AFS
236
Annapolis Financial Services
Maryland
$1.94M +$4.87K +225 +0.3%
MMA
237
Miracle Mile Advisors
California
$1.92M -$175K -8,103 -9%
EHAM
238
Eagle Harbor Asset Management
Washington
$1.9M -$130K -6,015 -7%
DSC
239
Duncker Streett & Co
Missouri
$1.88M +$2.21K +102 +0.1%
TF
240
Theory Financial
Colorado
$1.86M +$1.83M +84,393 New
KM
241
Kalos Management
Georgia
$1.83M -$3.64K -168 -0.2%
WIA
242
Westbourne Investment Advisors
Maryland
$1.82M +$79.3K +3,663 +5%
ACI
243
Alpha Cubed Investments
California
$1.81M -$102K -4,734 -5%
BWM
244
BCS Wealth Management
Tennessee
$1.79M -$34.2K -1,578 -2%
CSWM
245
Cassady Schiller Wealth Management
Ohio
$1.78M +$390K +18,036 +29%
SFG
246
Sovereign Financial Group
Connecticut
$1.76M -$401K -18,531 -19%
BWM
247
BerganKDV Wealth Management
Minnesota
$1.72M -$178K -8,241 -10%
CM
248
Columbus Macro
Pennsylvania
$1.71M -$73K -3,372 -4%
BFG
249
Bleakley Financial Group
New Jersey
$1.64M +$1.62M +74,748 New
Fidelity Investments
250
Fidelity Investments
Massachusetts
$1.62M +$67K +3,096 +4%