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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
276
Abacus Planning Group
South Carolina
$258K -$318 -18 -0.1%
WIA
277
Westbourne Investment Advisors
Maryland
$256K +$23.9K +1,350 +9%
CIR
278
Clear Investment Research
Georgia
$252K +$11.4K +642 +4%
SCM
279
SOL Capital Management
Maryland
$247K +$266K +15,021 New
LFG
280
Larson Financial Group
Missouri
$246K +$20.8K +1,173 +8%
CAG
281
Csenge Advisory Group
Florida
$243K +$82.5K +4,665 +46%
GG
282
Gofen & Glossberg
Illinois
$242K – – –
AL
283
Aspiriant LLC
California
$242K +$261K +14,757 New
BO
284
BRR OpCo
Ohio
$241K -$743 -42 -0.3%
IB
285
Intrust Bank
Kansas
$239K +$258K +14,562 New
HFA
286
Hoover Financial Advisors
Pennsylvania
$238K +$256K +14,463 New
IAA
287
Independent Advisor Alliance
North Carolina
$233K +$234K +13,227 New
AIM
288
Avity Investment Management
Connecticut
$232K – – –
APSP
289
Asset Planning Services (Pennsylvania)
Pennsylvania
$230K – – –
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$229K +$100K +5,655 +68%
MCP
291
Mirador Capital Partners
California
$228K -$4.62K -261 -2%
TIM
292
Thompson Investment Management
Wisconsin
$225K +$26.5K +1,497 +12%
CAM
293
Carret Asset Management
New York
$223K +$7.96K +450 +3%
FPCG
294
Fort Pitt Capital Group
Pennsylvania
$222K +$239K +13,536 New
CHA
295
Cedar Hill Associates
Illinois
$221K -$979K -55,335 -80%
AIM
296
Aspen Investment Management
Michigan
$217K +$234K +13,200 New
SHA
297
Seneca House Advisors
Virginia
$214K +$231K +13,062 New
SDWMA
298
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K +$228K +12,873 New
STMM
299
South Texas Money Management
Texas
$202K -$8.49K -480 -4%
AWMF
300
Arbor Wealth Management (Florida)
Florida
$200K -$1.49K -84 -0.7%
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12
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