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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$267K -$162K -8,859 -33%
PSUF
302
People's United Financial
Connecticut
$267K -$89.5K -4,881 -21%
IAP
303
Indie Asset Partners
Indiana
$262K -$52.7K -2,877 -14%
FFA
304
First Foundation Advisors
California
$262K -$14.6K -795 -4%
CBT
305
Capital Bank & Trust
California
$262K +$325K +17,721 New
BL
306
BFSG LLC
California
$261K -$196K -10,701 -38%
FWM
307
Filbrandt Wealth Management
Wisconsin
$261K
Fisher Asset Management
308
Fisher Asset Management
Washington
$261K +$324K +17,664 New
RC
309
Rovin Capital
Arizona
$257K -$60.5K -3,300 -17%
PWA
310
Physician Wealth Advisors
Utah
$256K -$8.53K -465 -3%
LFG
311
Larson Financial Group
Missouri
$255K +$30.3K +1,653 +11%
FM
312
Foster & Motley
Ohio
$255K +$32.4K +1,767 +11%
BIM
313
Bridges Investment Management
Nebraska
$251K -$8.25K -450 -3%
SFWC
314
Strategic Family Wealth Counselors
New Jersey
$250K +$311K +16,962 New
FI
315
FormulaFolio Investments
Michigan
$245K -$98.4K -5,370 -24%
CIC
316
Carnegie Investment Counsel
Ohio
$242K +$605 +33 +0.2%
BO
317
BRR OpCo
Ohio
$242K +$39.9K +2,178 +15%
FCA
318
FinTrust Capital Advisors
South Carolina
$237K +$715 +39 +0.2%
RJA
319
Raymond James & Associates
Florida
$237K +$22.2K +1,212 +8%
SNBOSD
320
Security National Bank of So Dak
Iowa
$235K
IWP
321
IAG Wealth Partners
Wisconsin
$234K +$47.1K +2,568 +19%
APG
322
Abacus Planning Group
South Carolina
$233K +$3.25K +177 +1%
DACG
323
Donor Advised Charitable Giving
California
$232K +$289K +15,750 New
IAN
324
Integrated Advisors Network
Texas
$230K +$15.7K +855 +6%
MIAS
325
Mason Investment Advisory Services
Virginia
$228K -$149K -8,112 -34%