We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$1.35M -$296K -13,740 -17%
BRWA
252
B. Riley Wealth Advisors
Florida
$1.35M +$1.26M +58,614 +550%
LPIC
253
LeJeune Puetz Investment Counsel
Michigan
$1.32M +$65 +3 +0%
PAG
254
Private Advisor Group
New Jersey
$1.32M -$1.12M -52,179 -43%
FOA
255
Five Oceans Advisors
California
$1.32M -$553K -25,668 -27%
LWM
256
Ledge Wealth Management
Minnesota
$1.3M -$860K -39,945 -37%
PP
257
Pegasus Partners
Wisconsin
$1.26M +$150K +6,966 +12%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$1.24M +$1.37M +63,609 New
CSWM
259
Cassady Schiller Wealth Management
Ohio
$1.23M +$1.09M +50,568 +405%
ACA
260
Atlas Capital Advisors
Wyoming
$1.2M -$951K -44,172 -42%
AWS
261
AJ Wealth Strategies
New York
$1.2M
LAIC
262
Lederer & Associates Investment Counsel
California
$1.2M
AIS
263
American Investment Services
Massachusetts
$1.19M
GHA
264
GW Henssler & Associates
Georgia
$1.16M -$76.5K -3,555 -6%
NCM
265
Northwest Capital Management
Oregon
$1.15M -$184K -8,541 -13%
JWCA
266
J.W. Cole Advisors
Florida
$1.15M +$86.5K +4,020 +7%
AA
267
Aire Advisors
California
$1.14M +$616K +28,623 +96%
RRC
268
Relaxing Retirement Coach
Massachusetts
$1.14M -$26.6K -1,236 -2%
CWC
269
Carolinas Wealth Consulting
North Carolina
$1.14M -$1.74K -81 -0.1%
SPC
270
Sigma Planning Corp
Michigan
$1.13M -$30.1K -1,398 -2%
AL
271
Aspiriant LLC
California
$1.1M +$123K +5,691 +11%
SIA
272
Schechter Investment Advisors
Michigan
$1.09M +$1.21M +56,073 New
ZIM
273
Zacks Investment Management
Illinois
$1.08M +$809K +37,572 +209%
GCA
274
Gradient Capital Advisors
California
$1.08M -$55.2K -2,565 -4%
ASI
275
Advisory Services & Investments
Oregon
$1.07M -$4.36M -202,677 -79%