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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
251
Capital Insight Partners
Arizona
$903K +$7.44K +357 +0.9%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$882K -$198K -9,528 -19%
PP
253
Pegasus Partners
Wisconsin
$878K +$840K +40,332 New
CAG
254
Compass Advisory Group
New York
$870K +$1.44K +69 +0.2%
BAM
255
Baldrige Asset Management
Pennsylvania
$861K +$70.4K +3,381 +9%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$858K +$66.4K +3,186 +9%
CWM
257
Cadence Wealth Management
Massachusetts
$848K +$811K +38,952 New
AWM
258
Apollon Wealth Management
South Carolina
$845K +$196K +9,387 +32%
MAM
259
Marotta Asset Management
Virginia
$843K +$59.1K +2,835 +8%
KWM
260
Keebeck Wealth Management
Illinois
$806K +$471K +22,605 +157%
SWP
261
Stratos Wealth Partners
Ohio
$803K +$17K +816 +2%
SG
262
StoneX Group
New York
$800K +$41.4K +1,989 +6%
SCM
263
SOL Capital Management
Maryland
$789K +$37K +1,776 +5%
MCM
264
Mengis Capital Management
Oregon
$788K +$2.94K +141 +0.4%
MPM
265
Meritage Portfolio Management
Kansas
$766K -$52.1K -2,502 -7%
Renaissance Technologies
266
Renaissance Technologies
New York
$764K +$231K +11,100 +46%
GRP
267
Global Retirement Partners
California
$762K +$34.5K +1,656 +5%
BCIM
268
Bishop & Co Investment Management
Pennsylvania
$760K +$28.6K +1,374 +4%
MWA
269
Martel Wealth Advisors
Washington
$759K +$35.3K +1,695 +4%
RG
270
Retirement Group
California
$738K +$48.2K +2,313 +7%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$728K
Baird Financial Group
272
Baird Financial Group
Wisconsin
$724K +$274K +13,149 +65%
CBFP
273
Cedar Brook Financial Partners
Ohio
$712K +$211K +10,128 +45%
AF
274
Advisornet Financial
Minnesota
$707K -$38.1K -1,830 -5%
BWP
275
Bernardo Wealth Planning
Pennsylvania
$684K