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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
301
Foster & Motley
Ohio
$295K -$10.2K -543 -3%
SCM
302
SOL Capital Management
Maryland
$291K +$2.81K +150 +1%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$286K -$876K -46,794 -76%
AWA
304
Acorn Wealth Advisors
Michigan
$286K -$2.58K -138 -0.9%
CDIA
305
Capital Directions Investment Advisors
Georgia
$285K -$37.3K -1,995 -12%
IB
306
Intrust Bank
Kansas
$285K -$16.5K -879 -6%
MFG
307
MidWestOne Financial Group
Iowa
$283K +$6.63K +354 +2%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$282K +$16.2K +867 +6%
GG
309
Gofen & Glossberg
Illinois
$279K – – –
RC
310
Roundview Capital
New Jersey
$278K – – –
CIR
311
Clear Investment Research
Georgia
$277K – – –
APA
312
American Portfolios Advisors
New York
$270K +$8.59K +459 +3%
TWA
313
TCI Wealth Advisors
Arizona
$270K -$32.6K -1,743 -11%
AIM
314
Avity Investment Management
Connecticut
$267K – – –
TIA
315
Tiemann Investment Advisors
California
$266K +$8.09K +432 +3%
APSP
316
Asset Planning Services (Pennsylvania)
Pennsylvania
$265K – – –
CAM
317
Carret Asset Management
New York
$257K – – –
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$255K -$1.52K -81 -0.6%
TIM
319
Thompson Investment Management
Wisconsin
$252K -$5.84K -312 -2%
BO
320
BRR OpCo
Ohio
$248K -$35.2K -1,881 -13%
SHJ
321
Sharkey, Howes & Javer
Colorado
$238K +$236K +12,603 New
CAG
322
Csenge Advisory Group
Florida
$237K +$3.65K +195 +2%
OC
323
Oarsman Capital
Wisconsin
$235K -$1.68K -90 -0.7%
SWM
324
Segment Wealth Management
Texas
$234K +$231K +12,348 New
CHP
325
Cable Hill Partners
Oregon
$231K -$338K -18,051 -60%
11 12
13
14 15