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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$372K +$19.9K +1,065 +6%
DW
327
Domani Wealth
Pennsylvania
$371K +$393 +21 +0.1%
LF
328
LifeSteps Financial
California
$362K -$4.93K -264 -1%
TIM
329
Thompson Investment Management
Wisconsin
$361K +$50.3K +2,691 +17%
BO
330
BRR OpCo
Ohio
$360K +$50.2K +2,685 +17%
PWMG
331
Prestige Wealth Management Group
New Jersey
$359K -$393 -21 -0.1%
NFG
332
Nations Financial Group
Iowa
$357K
CAM
333
Concorde Asset Management
Michigan
$354K -$947K -50,682 -74%
PWA
334
Physician Wealth Advisors
Utah
$347K -$8.58K -459 -3%
FWM
335
Filbrandt Wealth Management
Wisconsin
$347K
APG
336
Abacus Planning Group
South Carolina
$344K +$22.9K +1,224 +8%
BIM
337
Bridges Investment Management
Nebraska
$338K
SFWC
338
Strategic Family Wealth Counselors
New Jersey
$337K
VCP
339
Vista Capital Partners
Oregon
$335K -$57.4K -3,069 -15%
CIC
340
Carnegie Investment Counsel
Ohio
$334K +$7.74K +414 +3%
AW
341
ACG Wealth
Georgia
$326K -$27.6K -1,479 -8%
KA
342
Klingman & Associates
New York
$324K
TAIM
343
TD Ameritrade Investment Management
Nebraska
$321K
MS
344
Madden Securities
Texas
$317K -$686K -36,669 -70%
CAG
345
Csenge Advisory Group
Florida
$317K -$70.9K -3,792 -19%
TIA
346
Tiemann Investment Advisors
California
$317K +$58.5K +3,129 +24%
OC
347
Oarsman Capital
Wisconsin
$315K +$3.59K +192 +1%
RWM
348
Ritholtz Wealth Management
New York
$311K +$293K +15,687 New
GG
349
Gofen & Glossberg
Illinois
$303K +$9.93K +531 +4%
CDIA
350
Capital Directions Investment Advisors
Georgia
$296K