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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
251
L.J. Altfest & Co
New York
$1.34M +$15.1K +639 +1%
LAIC
252
Lederer & Associates Investment Counsel
California
$1.34M +$166K +7,011 +15%
MWA
253
Monograph Wealth Advisors
California
$1.31M +$1.27M +53,784 New
LTL
254
Lowery Thomas LLC
California
$1.3M +$1.26M +53,220 New
BCM
255
Brookstone Capital Management
Illinois
$1.27M +$684K +28,863 +128%
MAM
256
Marquette Asset Management
Minnesota
$1.26M
VFA
257
Valeo Financial Advisors
Indiana
$1.26M
AL
258
Aspiriant LLC
California
$1.23M +$69.4K +2,928 +6%
MWA
259
Martel Wealth Advisors
Washington
$1.23M +$88.7K +3,744 +8%
BCIM
260
Bishop & Co Investment Management
Pennsylvania
$1.21M +$304K +12,846 +35%
CCMD
261
Cypress Capital Management (Delaware)
Delaware
$1.2M +$51.5K +2,175 +5%
CCM
262
Condor Capital Management
New Jersey
$1.2M -$4.9K -207 -0.4%
BWM
263
BCGM Wealth Management
Indiana
$1.19M -$36.6K -1,545 -3%
NL
264
NWAM LLC
Washington
$1.17M -$152K -6,405 -12%
SWPG
265
Strategic Wealth Partners Group
Illinois
$1.15M +$3.34K +141 +0.3%
PAMG
266
Patton Albertson Miller Group
Tennessee
$1.14M +$497 +21 +0%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$1.13M -$2.43M -102,432 -69%
PCWA
268
Pacific Capital Wealth Advisors
California
$1.13M +$28.1K +1,185 +3%
SWM
269
Spire Wealth Management
Virginia
$1.13M -$120K -5,052 -10%
RDWM
270
Red Door Wealth Management
Tennessee
$1.09M +$315K +13,287 +42%
Baird Financial Group
271
Baird Financial Group
Wisconsin
$1.09M +$46.9K +1,980 +5%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$1.07M -$22.9K -966 -2%
SCM
273
SOL Capital Management
Maryland
$1.07M +$200K +8,445 +24%
RG
274
Retirement Group
California
$1.05M +$39.1K +1,650 +4%
CFD
275
Creative Financial Designs
Indiana
$1.04M +$68.9K +2,907 +7%