We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
301
AJ Wealth Strategies
New York
$957K -$405K -18,564 -30%
ASN
302
Advisory Services Network
Georgia
$956K +$44.6K +2,043 +5%
WAM
303
WNY Asset Management
New York
$947K -$264K -12,090 -22%
CWM
304
Cornerstone Wealth Management
Missouri
$946K -$65.4K -2,994 -7%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$935K -$3.21K -147 -0.4%
KJWM
306
Kiley Juergens Wealth Management
Washington
$930K -$5.89K -270 -0.6%
CCM
307
Condor Capital Management
New Jersey
$927K -$4.26K -195 -0.5%
JPLA
308
Joseph P. Lucia & Associates
New York
$921K -$50.1K -2,295 -5%
SWM
309
Spire Wealth Management
Virginia
$907K -$41.6K -1,905 -4%
KWM
310
Kolinsky Wealth Management
New Jersey
$898K +$21.4K +978 +2%
PCMC
311
Private Capital Management (Colorado)
Colorado
$895K -$320K -14,667 -27%
HI
312
Hoey Investments
Pennsylvania
$869K +$59K +2,700 +7%
MIA
313
Milestone Investment Advisors
Wisconsin
$865K -$7.01K -321 -0.8%
RPGK
314
Retirement Planning Group (Kansas)
Kansas
$865K -$284K -13,017 -25%
AF
315
Allworth Financial
California
$861K +$471K +21,573 +127%
AIM
316
Athena Investment Management
California
$859K +$131K +6,000 +19%
HI
317
Harbour Investments
Wisconsin
$846K +$78.9K +3,612 +11%
MFG
318
Merit Financial Group
Georgia
$844K +$824K +37,752 New
HTC
319
Haverford Trust Company
Pennsylvania
$844K
SWA
320
Sax Wealth Advisors
New Jersey
$836K
WCM
321
Whitener Capital Management
North Carolina
$834K +$77.4K +3,546 +11%
NAS
322
NWF Advisory Services
California
$829K
BL
323
BFSG LLC
California
$822K +$45.2K +2,070 +6%
GWM
324
GSB Wealth Management
Connecticut
$814K -$4.6M -210,768 -85%
Corient Private Wealth
325
Corient Private Wealth
Florida
$812K -$920K -42,159 -54%