We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
Financial Advisors
Massachusetts
$482K +$3.63K +198 +0.6%
WCM
252
Whitener Capital Management
North Carolina
$480K -$156K -8,535 -21%
CAG
253
Csenge Advisory Group
Florida
$474K +$209K +11,400 +55%
BAM
254
Baldrige Asset Management
Pennsylvania
$456K -$112K -6,096 -16%
AWM
255
Avior Wealth Management
Nebraska
$443K +$150K +8,157 +37%
JPLA
256
Joseph P. Lucia & Associates
New York
$434K +$153K +8,325 +39%
TAIM
257
TD Ameritrade Investment Management
Nebraska
$431K +$384K +20,931 +253%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$428K -$328K -17,904 -38%
SDWMA
259
Schneider Downs Wealth Management Advisors
Pennsylvania
$421K
IB
260
Intrust Bank
Kansas
$414K +$228K +12,462 +80%
BL
261
BCWM LLC
Kansas
$408K +$44.4K +2,424 +10%
HFA
262
Hoover Financial Advisors
Pennsylvania
$405K +$116K +6,339 +30%
CCA
263
Clearwater Capital Advisors
Illinois
$401K -$328K -17,865 -40%
SIAS
264
Shine Investment Advisory Services
Colorado
$397K +$149K +8,145 +43%
BRWM
265
B. Riley Wealth Management
Tennessee
$391K +$486K +26,514 New
AWMG
266
Alliance Wealth Management Group
New Jersey
$367K
TCM
267
Towercrest Capital Management
Pennsylvania
$367K
VHAM
268
Van Hulzen Asset Management
California
$365K -$137K -7,500 -23%
SG
269
StoneX Group
New York
$361K +$42.5K +2,319 +10%
GRP
270
Global Retirement Partners
California
$357K +$15.5K +843 +4%
NFG
271
Next Financial Group
Texas
$352K -$205K -11,160 -32%
MAG
272
Mayfair Advisory Group
Alabama
$345K -$463K -25,239 -52%
AAS
273
Avantax Advisory Services
Texas
$343K +$427K +23,268 New
ACM
274
Argent Capital Management
Missouri
$340K +$423K +23,055 New
CBFP
275
Cedar Brook Financial Partners
Ohio
$337K +$179K +9,762 +75%