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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
251
Jentner Corp
Ohio
$1.62M -$100K -4,623 -6%
CP
252
Coho Partners
Pennsylvania
$1.62M +$1.59M +73,416 New
FSG
253
Financial Strategies Group
Michigan
$1.61M +$63.3K +2,925 +4%
JFG
254
JMG Financial Group
Illinois
$1.59M +$662K +30,585 +73%
GB
255
Gunma Bank
Japan
$1.58M – – –
LPIC
256
LeJeune Puetz Investment Counsel
Michigan
$1.58M +$84.6K +3,906 +6%
MWM
257
Merriman Wealth Management
Washington
$1.54M -$1.4M -64,704 -48%
SWP
258
Stratos Wealth Partners
Ohio
$1.53M – – –
KP
259
Keel Point
Alabama
$1.53M -$1.42M -65,427 -48%
CFG
260
Cooper Financial Group
California
$1.52M -$693K -32,010 -32%
JWCA
261
J.W. Cole Advisors
Florida
$1.51M +$219K +10,098 +17%
CFO
262
Collective Family Office
Pennsylvania
$1.5M +$1.48M +68,190 New
SFS
263
Sowell Financial Services
Arkansas
$1.5M -$147K -6,777 -9%
FOA
264
Five Oceans Advisors
California
$1.49M -$1.56K -72 -0.1%
WAM
265
WNY Asset Management
New York
$1.49M -$330K -15,231 -18%
FWS
266
FinDec Wealth Services
California
$1.49M +$1.47M +67,758 New
TIM
267
Tortoise Investment Management
New York
$1.48M -$44.9K -2,073 -3%
CCM
268
Carlson Capital Management
Minnesota
$1.47M -$66.3K -3,063 -4%
FFA
269
Farther Finance Advisors
California
$1.46M +$1.44M +66,495 New
ECM
270
Elgethun Capital Management
South Dakota
$1.46M +$1.01M +46,449 +230%
PA
271
Parallel Advisors
California
$1.4M -$321K -14,832 -19%
MSWMA
272
Market Street Wealth Management Advisors
Indiana
$1.36M -$342K -15,816 -20%
AWS
273
AJ Wealth Strategies
New York
$1.35M – – –
ZIM
274
Zacks Investment Management
Illinois
$1.35M +$122K +5,631 +10%
AIS
275
American Investment Services
Massachusetts
$1.34M – – –
9 10
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