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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
ACG Wealth
Georgia
$304K -$59.8K -3,663 -17%
PA
302
Parallel Advisors
California
$303K +$686 +42 +0.2%
FWM
303
Filbrandt Wealth Management
Wisconsin
$298K +$2.99K +183 +1%
BFPW
304
BOK Financial Private Wealth
Colorado
$297K -$310K -18,996 -52%
PAS
305
Park Avenue Securities
New York
$294K +$287K +17,586 New
PWA
306
Physician Wealth Advisors
Utah
$293K +$1.37K +84 +0.5%
FI
307
FormulaFolio Investments
Michigan
$290K +$12.4K +759 +5%
FFA
308
First Foundation Advisors
California
$284K -$12.6K -771 -4%
BIM
309
Bridges Investment Management
Nebraska
$284K
SFWC
310
Strategic Family Wealth Counselors
New Jersey
$283K
RJA
311
Raymond James & Associates
Florida
$279K +$10.4K +636 +4%
CIC
312
Carnegie Investment Counsel
Ohio
$274K +$392 +24 +0.1%
AA
313
Alesco Advisors
New York
$273K -$349K -21,366 -57%
Stifel Financial
314
Stifel Financial
Missouri
$273K +$266K +16,305 New
OC
315
Oarsman Capital
Wisconsin
$272K +$266K +16,287 New
BO
316
BRR OpCo
Ohio
$265K -$8.33K -510 -3%
DACG
317
Donor Advised Charitable Giving
California
$263K
IAP
318
Indie Asset Partners
Indiana
$260K -$52.3K -3,204 -18%
APG
319
Abacus Planning Group
South Carolina
$257K -$5.93K -363 -2%
TIM
320
Thompson Investment Management
Wisconsin
$256K +$49 +3 +0%
SCM
321
Shelton Capital Management
Colorado
$251K
JWA
322
JFS Wealth Advisors
Pennsylvania
$250K +$17.5K +1,071 +8%
CDIA
323
Capital Directions Investment Advisors
Georgia
$249K
CWC
324
Carolinas Wealth Consulting
North Carolina
$247K +$241K +14,778 New
GG
325
Gofen & Glossberg
Illinois
$246K