We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
301
Hoover Financial Advisors
Pennsylvania
$423K +$103K +5,322 +34%
JPLA
302
Joseph P. Lucia & Associates
New York
$422K -$44K -2,271 -10%
CAG
303
Csenge Advisory Group
Florida
$415K +$158K +8,139 +65%
IAP
304
Indie Asset Partners
Indiana
$414K +$400K +20,643 New
TC
305
Tatro Capital
Kentucky
$403K +$390K +20,124 New
SW
306
SkyOak Wealth
Michigan
$398K +$385K +19,875 New
VCP
307
Vista Capital Partners
Oregon
$394K -$19K -981 -5%
RCM
308
Radnor Capital Management
Pennsylvania
$392K
RG
309
Retirement Group
California
$389K +$376K +19,422 New
SQA
310
Simon Quick Advisors
New Jersey
$387K +$5.29K +273 +1%
EA
311
Elm Advisors
California
$385K
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$383K -$30.6K -1,578 -8%
PS
313
Portfolio Solutions
Michigan
$383K
DWT
314
Dorsey & Whitney Trust
South Dakota
$382K
RC
315
Rovin Capital
Arizona
$382K +$370K +19,074 New
NFG
316
Nations Financial Group
Iowa
$380K +$3.2K +165 +0.9%
TFS
317
TrustCore Financial Services
Tennessee
$379K -$107K -5,535 -23%
CA
318
Continuum Advisory
Idaho
$377K -$18.5K -954 -5%
ZIC
319
ZWJ Investment Counsel
Georgia
$377K +$364K +18,795 New
SIAS
320
Shine Investment Advisory Services
Colorado
$376K -$133K -6,855 -27%
BPWA
321
Beacon Pointe Wealth Advisors
California
$375K -$166K -8,544 -31%
FFA
322
First Foundation Advisors
California
$372K +$24.4K +1,260 +7%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$367K -$19.2K -990 -5%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$366K +$125K +6,426 +54%
FWM
325
Filbrandt Wealth Management
Wisconsin
$354K +$342K +17,670 New