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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
326
Thompson Investment Management
Wisconsin
$226K +$26.9K +1,467 +11%
AWA
327
Acorn Wealth Advisors
Michigan
$222K +$330 +18 +0.1%
AFA
328
Atlanta Financial Associates
Georgia
$221K +$274K +14,970 New
SCM
329
Shelton Capital Management
Colorado
$221K +$275K +15,000 New
CDIA
330
Capital Directions Investment Advisors
Georgia
$220K -$2.58K -141 -0.9%
GG
331
Gofen & Glossberg
Illinois
$217K
CIR
332
Clear Investment Research
Georgia
$216K
CAM
333
Carret Asset Management
New York
$214K +$16.4K +894 +7%
EH
334
Equitable Holdings
New York
$211K +$990 +54 +0.4%
CA
335
Continuum Advisory
Idaho
$209K -$72.3K -3,945 -21%
TIA
336
Tiemann Investment Advisors
California
$209K
JFG
337
JMG Financial Group
Illinois
$209K +$260K +14,178 New
AIM
338
Avity Investment Management
Connecticut
$208K
APSP
339
Asset Planning Services (Pennsylvania)
Pennsylvania
$207K
JWA
340
JFS Wealth Advisors
Pennsylvania
$205K
APA
341
American Portfolios Advisors
New York
$196K -$34.4K -1,878 -12%
TFS
342
TrustCore Financial Services
Tennessee
$196K -$104K -5,646 -30%
BW
343
Bison Wealth
Georgia
$188K -$1.71M -93,510 -88%
JP Morgan Chase
344
JP Morgan Chase
New York
$165K +$155K +8,436 +306%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$164K -$131K -7,158 -39%
PC
346
Permanens Capital
New York
$151K +$57.7K +3,150 +45%
SPIA
347
Steward Partners Investment Advisory
New York
$135K -$550 -30 -0.3%
FRA
348
Front Row Advisors
California
$132K +$2.48K +135 +2%
BCA
349
Berman Capital Advisors
Georgia
$121K +$1.21K +66 +0.8%
AC
350
AlphaCore Capital
California
$113K -$103K -5,628 -42%