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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
226
Diversified Enterprises
Delaware
$2.97M +$1.96M +72,900 +188%
Stifel Financial
227
Stifel Financial
Missouri
$2.92M +$969K +36,091 +49%
CAG
228
Compass Advisory Group
New York
$2.81M -$37.6K -1,402 -1%
WIC
229
Woodmont Investment Counsel
Tennessee
$2.77M
CIS
230
Custom Index Systems
New York
$2.59M -$42K -1,563 -2%
HWM
231
HB Wealth Management
Georgia
$2.57M +$129K +4,808 +5%
CSP
232
Cary Street Partners
Virginia
$2.55M -$312K -11,622 -11%
MMCM
233
Murphy & Mullick Capital Management
New York
$2.54M -$115K -4,276 -4%
CPA
234
Compass Planning Associates
Massachusetts
$2.51M +$13.6K +505 +0.5%
Lido Advisors
235
Lido Advisors
California
$2.49M -$74.5K -2,775 -3%
BWM
236
Brown Wealth Management
Illinois
$2.49M +$81.6K +3,040 +3%
BFM
237
Broadview Financial Management
Wisconsin
$2.48M -$25.2K -940 -1%
NA
238
NewEdge Advisors
Louisiana
$2.46M +$224K +8,342 +10%
MAG
239
M3 Advisory Group
Massachusetts
$2.43M +$32.8K +1,222 +1%
SF
240
Schaeffer Financial
Maryland
$2.43M -$481K -17,930 -16%
ASN
241
Advisory Services Network
Georgia
$2.41M +$85.6K +3,189 +4%
FWM
242
Fortress Wealth Management
California
$2.4M +$4.27K +159 +0.2%
KFG
243
Kelly Financial Group
Connecticut
$2.4M -$294K -10,938 -11%
PFA
244
Pure Financial Advisors
California
$2.37M -$35.8K -1,333 -1%
FA
245
Fagan Associates
New York
$2.35M -$114K -4,260 -5%
EW
246
Evoke Wealth
California
$2.35M
ACG
247
Allen Capital Group
Nebraska
$2.34M +$25.4K +948 +1%
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$2.32M -$12.7K -473 -0.5%
IWM
249
IHT Wealth Management
Illinois
$2.31M -$36.3K -1,354 -2%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$2.3M