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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
276
Continuum Advisory
Idaho
$368K -$51.7K -2,763 -12%
MCP
277
Mirador Capital Partners
California
$367K -$6.46K -345 -2%
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$365K -$36.5K -1,950 -9%
EA
279
Elm Advisors
California
$364K – – –
PS
280
Portfolio Solutions
Michigan
$362K – – –
DWT
281
Dorsey & Whitney Trust
South Dakota
$361K – – –
NFG
282
Nations Financial Group
Iowa
$360K +$43.9K +2,346 +14%
SQA
283
Simon Quick Advisors
New Jersey
$360K +$136K +7,248 +61%
FA
284
Fortis Advisors
Pennsylvania
$348K +$9.88K +528 +3%
SG
285
StoneX Group
New York
$347K +$561 +30 +0.2%
BIM
286
Bridges Investment Management
Nebraska
$345K +$1.4K +75 +0.4%
FI
287
FormulaFolio Investments
Michigan
$343K +$21K +1,122 +7%
SHA
288
Seneca House Advisors
Virginia
$335K -$53.7K -2,868 -14%
PWA
289
Physician Wealth Advisors
Utah
$335K +$319K +17,040 New
IWM
290
IHT Wealth Management
Illinois
$330K +$327K +17,475 New
FFA
291
First Foundation Advisors
California
$328K +$9.83K +525 +3%
APG
292
Abacus Planning Group
South Carolina
$317K +$12K +642 +4%
BL
293
BFSG LLC
California
$315K -$8.37K -447 -3%
W
294
Wealthquest
Ohio
$314K -$105K -5,613 -25%
FCA
295
FinTrust Capital Advisors
South Carolina
$314K -$14.2K -759 -4%
CIC
296
Carnegie Investment Counsel
Ohio
$307K +$19K +1,014 +7%
PA
297
Parallel Advisors
California
$305K +$5.11K +273 +2%
HFA
298
Hoover Financial Advisors
Pennsylvania
$298K +$10.1K +540 +4%
CBFP
299
Cedar Brook Financial Partners
Ohio
$298K +$88K +4,704 +43%
LFG
300
Larson Financial Group
Missouri
$297K -$9.26K -495 -3%
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12
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