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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
Seed Wealth Management
Illinois
$1.16M -$2.6K -105 -0.2%
GCA
302
Gradient Capital Advisors
California
$1.15M -$41.4K -1,674 -3%
BIA
303
Bigelow Investment Advisors
Maine
$1.15M +$185K +7,467 +19%
CWC
304
Carolinas Wealth Consulting
North Carolina
$1.14M -$2.96K -120 -0.3%
ZIM
305
Zacks Investment Management
Illinois
$1.12M -$42.6K -1,722 -4%
CCM
306
Condor Capital Management
New Jersey
$1.12M -$8.15K -330 -0.7%
CWM
307
Cornerstone Wealth Management
Missouri
$1.09M -$90.9K -3,678 -8%
SCM
308
SOL Capital Management
Maryland
$1.06M +$7.78K +315 +0.7%
SPIA
309
Steward Partners Investment Advisory
New York
$1.06M -$54.3K -2,196 -5%
BWM
310
BCGM Wealth Management
Indiana
$1.04M -$357K -14,448 -25%
KC
311
Knuff & Co
California
$1.04M +$1.04M +42,048 New
MCC
312
Money Concepts Capital
Florida
$1.03M -$9.49K -384 -0.9%
LWM
313
LongView Wealth Management
Georgia
$1.03M -$6.15K -249 -0.6%
GAA
314
Guardian Asset Advisors
Pennsylvania
$1.02M -$128K -5,187 -11%
AWM
315
AE Wealth Management
Kansas
$1.02M +$46K +1,860 +5%
TYCC
316
Texas Yale Capital Corp
Florida
$1.02M -$57.5K -2,325 -5%
CAAM
317
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M – – –
CTC
318
Central Trust Company
Missouri
$1M +$1M +40,500 New
MWM
319
Modera Wealth Management
New Jersey
$973K -$42.5K -1,719 -4%
ES
320
ETF Store
Kansas
$970K +$94.1K +3,807 +11%
TF
321
Theory Financial
Colorado
$965K -$835K -33,792 -46%
WCM
322
Whitener Capital Management
North Carolina
$962K +$11.6K +471 +1%
MCCA
323
Mill Creek Capital Advisors
Pennsylvania
$958K – – –
AIM
324
Athena Investment Management
California
$957K – – –
BFA
325
Beaumont Financial Advisors
Massachusetts
$953K -$37K -1,497 -4%
11 12
13
14 15