We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$2.46M -$26.7K -940 -1%
TIM
252
Tortoise Investment Management
New York
$2.45M +$169K +5,954 +8%
VFIC
253
Valley Forge Investment Consultants
Pennsylvania
$2.45M +$219K +7,712 +10%
AC
254
Apella Capital
Connecticut
$2.45M +$2.15M +75,809 +840%
AWA
255
Arkadios Wealth Advisors
Georgia
$2.41M +$105K +3,697 +5%
SWA
256
Stratos Wealth Advisors
Ohio
$2.41M -$63.1K -2,220 -3%
IWM
257
IHT Wealth Management
Illinois
$2.41M -$27.4K -963 -1%
CA
258
Clearstead Advisors
Ohio
$2.41M -$29.1K -1,025 -1%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$2.4M +$704K +24,762 +43%
WCM
260
Weaver Capital Management
Georgia
$2.4M -$11.1K -392 -0.5%
NHT
261
New Hampshire Trust
New Hampshire
$2.37M +$814K +28,659 +54%
PFA
262
Pinnacle Family Advisors
Missouri
$2.36M +$98.3K +3,460 +4%
EWA
263
EverSource Wealth Advisors
Alabama
$2.34M +$2.28M +80,178 +72,232%
PFA
264
Pure Financial Advisors
California
$2.31M -$35.7K -1,255 -2%
RA
265
Riversedge Advisors
Delaware
$2.3M -$69.7K -2,452 -3%
WMWM
266
Wilkins Miller Wealth Management
Alabama
$2.29M +$1.76K +62 +0.1%
MGIA
267
Matthew Goff Investment Advisor
Texas
$2.29M +$2.23M +78,514 New
FWM
268
Fortress Wealth Management
California
$2.27M -$362K -12,741 -14%
YIH
269
Y-Intercept (HK)
Hong Kong
$2.26M +$265K +9,344 +14%
NSG
270
Nalls Sherbakoff Group
Tennessee
$2.26M +$132K +4,660 +6%
CSP
271
Cary Street Partners
Virginia
$2.25M -$76.1K -2,677 -3%
RIA
272
Regal Investment Advisors
Michigan
$2.24M +$237K +8,331 +12%
AGC
273
Aspen Grove Capital
Colorado
$2.24M -$29.8K -1,048 -1%
ECM
274
Elgethun Capital Management
South Dakota
$2.2M +$49.1K +1,729 +2%
Citadel Advisors
275
Citadel Advisors
Florida
$2.17M +$1.68M +59,136 +382%