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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Stratos Wealth Advisors
Ohio
$2.29M -$977K -36,400 -30%
WCM
252
Weaver Capital Management
Georgia
$2.27M -$25.5K -949 -1%
Goldman Sachs
253
Goldman Sachs
New York
$2.25M -$19.4M -722,876 -90%
IC
254
IEQ Capital
California
$2.24M +$1.1M +41,019 +94%
CA
255
Clearstead Advisors
Ohio
$2.24M +$22.8K +848 +1%
AWS
256
Atria Wealth Solutions
New York
$2.2M -$1.91M -71,206 -46%
MGIA
257
Matthew Goff Investment Advisor
Texas
$2.15M +$1.37K +51 +0.1%
SAF
258
Smith Anglin Financial
Texas
$2.13M +$97.9K +3,647 +5%
AGC
259
Aspen Grove Capital
Colorado
$2.1M +$1.05K +39 +0%
RA
260
Riversedge Advisors
Delaware
$2.09M -$1.4M -52,059 -40%
AL
261
ACAS LLC
California
$2.08M +$1.13K +42 +0.1%
BFG
262
Berger Financial Group
Minnesota
$2.06M -$135K -5,020 -6%
AWA
263
Arkadios Wealth Advisors
Georgia
$2.04M +$103K +3,845 +5%
VFIC
264
Valley Forge Investment Consultants
Pennsylvania
$2.03M -$376K -14,007 -16%
Corient Private Wealth
265
Corient Private Wealth
Florida
$2.02M +$407K +15,159 +25%
AssetMark Inc
266
AssetMark Inc
California
$2.01M +$1.7M +63,190 +506%
DSC
267
Duncker Streett & Co
Missouri
$2M +$2.23K +83 +0.1%
BWM
268
BCS Wealth Management
Tennessee
$1.97M +$16.8K +626 +0.9%
BFG
269
Bleakley Financial Group
New Jersey
$1.96M -$55.9K -2,081 -3%
ECM
270
Elgethun Capital Management
South Dakota
$1.95M +$250K +9,331 +15%
ADL
271
Asset Dedication LLC
California
$1.95M -$334K -12,448 -15%
NSG
272
Nalls Sherbakoff Group
Tennessee
$1.93M +$1.95M +72,686 New
WMWM
273
Wilkins Miller Wealth Management
Alabama
$1.88M +$47.9K +1,786 +3%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$1.88M +$1.15M +42,946 +155%
FSG
275
Financial Strategies Group
Michigan
$1.88M +$175K +6,506 +10%