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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CreativeOne Wealth
Kansas
$2.12M -$1.53M -58,400 -43%
VFIC
277
Valley Forge Investment Consultants
Pennsylvania
$2.11M +$2.47K +94 +0.1%
FSG
278
Financial Strategies Group
Michigan
$2.11M +$12.9K +492 +0.7%
Bank of New York Mellon
279
Bank of New York Mellon
New York
$2.09M +$637K +24,253 +47%
DSC
280
Duncker Streett & Co
Missouri
$2.09M +$2.18K +83 +0.1%
Corient Private Wealth
281
Corient Private Wealth
Florida
$2.06M -$36K -1,368 -2%
ECM
282
Elgethun Capital Management
South Dakota
$2.04M +$8.33K +317 +0.4%
SWP
283
Stratos Wealth Partners
Ohio
$2.04M -$1.15M -43,704 -37%
ADL
284
Asset Dedication LLC
California
$2.03M -$1.34K -51 -0.1%
NSG
285
Nalls Sherbakoff Group
Tennessee
$2.02M +$9.46K +360 +0.5%
M
286
MYeCFO
California
$1.93M +$22.1K +840 +1%
RPGK
287
Retirement Planning Group (Kansas)
Kansas
$1.92M -$19.9K -756 -1%
BFG
288
Berger Financial Group
Minnesota
$1.91M -$226K -8,596 -11%
RIA
289
Regal Investment Advisors
Michigan
$1.9M -$51.6K -1,963 -3%
SG
290
StoneX Group
New York
$1.9M +$125K +4,765 +7%
YIH
291
Y-Intercept (HK)
Hong Kong
$1.89M +$1.8M +68,461 New
BFG
292
Bleakley Financial Group
New Jersey
$1.88M -$154K -5,857 -8%
EA
293
Emerald Advisors
Washington
$1.87M +$9.75K +371 +0.6%
BL
294
BCWM LLC
Kansas
$1.86M +$3.57K +136 +0.2%
ECM
295
Evergreen Capital Management
Washington
$1.86M +$1.77M +67,383 New
IC
296
IEQ Capital
California
$1.86M -$457K -17,390 -21%
SA
297
Sanctuary Advisors
Indiana
$1.82M +$790K +30,072 +84%
IA
298
IFP Advisors
Florida
$1.81M +$24.9K +949 +1%
SCM
299
SCS Capital Management
Massachusetts
$1.8M -$1.33M -50,574 -44%
SWP
300
SIMA Wealth Partners
Virginia
$1.8M -$55.5K -2,111 -3%