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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
301
Strategic Family Wealth Counselors
New Jersey
$295K
FI
302
FormulaFolio Investments
Michigan
$288K -$14.3K -819 -5%
APA
303
American Portfolios Advisors
New York
$288K +$42.7K +2,442 +17%
CIC
304
Carnegie Investment Counsel
Ohio
$286K +$787 +45 +0.3%
ASN
305
Advisory Services Network
Georgia
$285K -$64.8K -3,708 -18%
KA
306
Klingman & Associates
New York
$284K +$64.3K +3,675 +29%
TAIM
307
TD Ameritrade Investment Management
Nebraska
$281K -$47.5K -2,715 -14%
APG
308
Abacus Planning Group
South Carolina
$280K +$11.9K +678 +4%
VFP
309
Verus Financial Partners
Virginia
$280K +$281K +16,086 New
AA
310
Alesco Advisors
New York
$277K -$6.82K -390 -2%
OC
311
Oarsman Capital
Wisconsin
$273K -$10.7K -612 -4%
Stifel Financial
312
Stifel Financial
Missouri
$270K -$13.5K -774 -5%
BO
313
BRR OpCo
Ohio
$269K -$7.19K -411 -3%
TIM
314
Thompson Investment Management
Wisconsin
$269K +$2.36K +135 +0.9%
HB
315
Homrich & Berg
Georgia
$264K +$265K +15,159 New
CWC
316
Carolinas Wealth Consulting
North Carolina
$260K +$3.31K +189 +1%
CDIA
317
Capital Directions Investment Advisors
Georgia
$259K
IB
318
Intrust Bank
Kansas
$257K -$93.5K -5,349 -27%
GG
319
Gofen & Glossberg
Illinois
$256K
BFPW
320
BOK Financial Private Wealth
Colorado
$254K -$55.8K -3,189 -18%
RW
321
RVW Wealth
California
$254K +$255K +14,589 New
CAM
322
Carret Asset Management
New York
$250K
Jane Street
323
Jane Street
New York
$247K -$1.34M -76,386 -84%
AIP
324
Almanack Investment Partners
Pennsylvania
$245K -$14.6K -837 -6%
AIM
325
Avity Investment Management
Connecticut
$245K