We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$681K +$60.7K +2,916 +10%
KJWM
277
Kiley Juergens Wealth Management
Washington
$669K +$641K +30,750 New
IAS
278
IMA Advisory Services
Colorado
$668K +$24.5K +1,176 +4%
WWM
279
WT Wealth Management
Arizona
$659K -$57.7K -2,772 -8%
ANTB
280
AMG National Trust Bank
Colorado
$656K
HTC
281
Haverford Trust Company
Pennsylvania
$647K +$620K +29,751 New
CFD
282
Creative Financial Designs
Indiana
$636K +$191K +9,156 +46%
DADC
283
D.A. Davidson & Co
Montana
$628K +$601K +28,848 New
SWM
284
Spire Wealth Management
Virginia
$620K +$951K +45,639 New
JPLA
285
Joseph P. Lucia & Associates
New York
$608K +$45.7K +2,196 +9%
TC
286
Tatro Capital
Kentucky
$604K -$9.5K -456 -2%
MCM
287
Manchester Capital Management
Vermont
$601K
NS
288
Newman & Schimel
Illinois
$598K +$2.25K +108 +0.4%
RJA
289
Raymond James & Associates
Florida
$592K +$107K +5,115 +23%
LF
290
Lantz Financial
Illinois
$585K
CFGS
291
Concourse Financial Group Securities
Alabama
$585K +$126K +6,060 +29%
AWM
292
Avior Wealth Management
Nebraska
$577K -$29K -1,392 -5%
WDL
293
Well Done LLC
Michigan
$572K
AA
294
Alesco Advisors
New York
$571K -$4.63K -222 -0.8%
FWM
295
Frontier Wealth Management
Missouri
$567K +$28.2K +1,356 +5%
SSWM
296
Smith Salley Wealth Management
North Carolina
$564K
JWCA
297
J.W. Cole Advisors
Florida
$558K +$33.6K +1,611 +7%
ASN
298
Advisory Services Network
Georgia
$556K +$1.19K +57 +0.2%
SW
299
SlateStone Wealth
Florida
$555K +$62 +3 +0%
SHA
300
Seneca House Advisors
Virginia
$545K +$67.4K +3,237 +15%