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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
326
Private Capital Management (Colorado)
Colorado
$925K +$4.53K +207 +0.5%
SWM
327
Spire Wealth Management
Virginia
$920K -$4.33K -198 -0.5%
CFGS
328
Concourse Financial Group Securities
Alabama
$917K -$2.7M -123,672 -76%
CFD
329
Creative Financial Designs
Indiana
$916K -$157K -7,182 -15%
SPIA
330
Steward Partners Investment Advisory
New York
$903K -$5.58K -255 -0.7%
HTC
331
Haverford Trust Company
Pennsylvania
$882K
GWM
332
GSB Wealth Management
Connecticut
$882K +$141K +6,429 +21%
Comerica Bank
333
Comerica Bank
Texas
$877K +$245K +11,190 +42%
MSWMA
334
Market Street Wealth Management Advisors
Indiana
$876K -$204K -9,348 -20%
CCWM
335
Cassaday & Co Wealth Management
Virginia
$870K -$362K -16,566 -31%
CAG
336
Csenge Advisory Group
Florida
$869K +$390K +17,856 +92%
CA
337
CGN Advisors
Kansas
$868K -$211K -9,627 -21%
WCM
338
Whitener Capital Management
North Carolina
$864K -$59K -2,697 -7%
SWA
339
Sax Wealth Advisors
New Jersey
$863K -$9.18K -420 -1%
NAS
340
NWF Advisory Services
California
$862K -$2.03K -93 -0.3%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$860K +$384K +17,559 +92%
BC
342
Bartlett & Co
Ohio
$860K +$384K +17,559 +92%
BL
343
BFSG LLC
California
$851K -$18.6K -849 -2%
MCCA
344
Mill Creek Capital Advisors
Pennsylvania
$847K +$792K +36,228 New
WANY
345
Wealthspire Advisors (New York)
New York
$844K -$82.8K -3,786 -9%
MIA
346
Milestone Investment Advisors
Wisconsin
$840K
NCM
347
Northwest Capital Management
Oregon
$838K -$348K -15,909 -31%
LWM
348
LongView Wealth Management
Georgia
$813K +$764K +34,932 New
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$809K +$7.74K +354 +1%
CWM
350
Chesapeake Wealth Management
Virginia
$808K -$206K -9,405 -21%