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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
251
Summit Financial
New Jersey
$411K +$400K +22,530 New
PGFC
252
Peapack-Gladstone Financial Corp
New Jersey
$407K +$1.06K +60 +0.3%
TWA
253
TCI Wealth Advisors
Arizona
$404K +$88.4K +4,983 +29%
CW
254
CreativeOne Wealth
Kansas
$399K +$388K +21,867 New
WPA
255
West Paces Advisors
Georgia
$394K – – –
LIM
256
Leavell Investment Management
Alabama
$391K +$86K +4,848 +29%
MWM
257
MinichMacGregor Wealth Management
New York
$383K +$369K +20,796 New
FM
258
Foster & Motley
Ohio
$376K -$39.8K -2,241 -10%
JWS
259
Juncture Wealth Strategies
Arizona
$375K +$365K +20,547 New
FCA
260
FinTrust Capital Advisors
South Carolina
$368K -$5K -282 -1%
SBIA
261
Sheaff Brock Investment Advisors
Indiana
$366K +$45.5K +2,565 +15%
CWM
262
Chesapeake Wealth Management
Virginia
$363K +$72.1K +4,065 +26%
MPM
263
Meritage Portfolio Management
Kansas
$360K -$2.04M -115,095 -85%
RCM
264
Radnor Capital Management
Pennsylvania
$357K – – –
VCP
265
Vista Capital Partners
Oregon
$357K +$13.4K +756 +4%
BPA
266
Beacon Pointe Advisors
California
$351K -$244K -13,734 -42%
AL
267
Aspiriant LLC
California
$351K +$79.8K +4,497 +30%
EA
268
Elm Advisors
California
$351K +$341K +19,230 New
PS
269
Portfolio Solutions
Michigan
$349K – – –
DWT
270
Dorsey & Whitney Trust
South Dakota
$348K +$339K +19,080 New
IAA
271
Independent Advisor Alliance
North Carolina
$343K +$99K +5,577 +42%
SG
272
StoneX Group
New York
$342K +$8.57K +483 +3%
CDIA
273
Capital Directions Investment Advisors
Georgia
$338K -$3.99K -225 -1%
BIM
274
Bridges Investment Management
Nebraska
$329K -$51.4K -2,895 -14%
BL
275
BFSG LLC
California
$327K -$13.3K -747 -4%
9 10
11
12 13