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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Segment Wealth Management
Texas
$331K +$2.18K +123 +0.6%
GG
252
GenWealth Group
New Jersey
$325K
RCM
253
Radnor Capital Management
Pennsylvania
$321K
DCM
254
Donaldson Capital Management
Indiana
$320K -$351K -19,812 -50%
LNC
255
Lincoln National Corp
Pennsylvania
$316K -$62K -3,507 -15%
PS
256
Portfolio Solutions
Michigan
$314K
VCP
257
Vista Capital Partners
Oregon
$309K +$3.13K +177 +0.9%
CDIA
258
Capital Directions Investment Advisors
Georgia
$308K
BL
259
BFSG LLC
California
$306K +$330K +18,648 New
SG
260
StoneX Group
New York
$300K +$6.32K +357 +2%
CFGS
261
Concourse Financial Group Securities
Alabama
$291K +$154K +8,712 +96%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$287K +$10.6K +600 +4%
AWM
263
Avior Wealth Management
Nebraska
$287K +$32.9K +1,857 +12%
WIA
264
World Investment Advisors
California
$287K +$284K +16,032 New
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K -$1.46M -82,278 -83%
TWA
266
TCI Wealth Advisors
Arizona
$282K +$8.81K +498 +3%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$279K -$4.51K -255 -1%
EWM
268
Empirical Wealth Management
Washington
$276K +$64.6K +3,651 +28%
IF
269
IRON Financial
Illinois
$275K +$4.41K +249 +2%
RC
270
Roundview Capital
New Jersey
$273K -$5.57K -315 -2%
LIM
271
Leavell Investment Management
Alabama
$272K +$293K +16,581 New
NFG
272
Nations Financial Group
Iowa
$271K +$42.1K +2,379 +17%
AWA
273
Acorn Wealth Advisors
Michigan
$270K +$21.7K +1,224 +8%
ASN
274
Advisory Services Network
Georgia
$267K -$119K -6,741 -29%
CWM
275
Chesapeake Wealth Management
Virginia
$260K -$4.78K -270 -2%