We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
Whitener Capital Management
North Carolina
$975K +$35.7K +1,488 +4%
CAG
327
Csenge Advisory Group
Florida
$959K +$15.9K +663 +2%
HTC
328
Haverford Trust Company
Pennsylvania
$956K
MSWMA
329
Market Street Wealth Management Advisors
Indiana
$949K
CCWM
330
Cassaday & Co Wealth Management
Virginia
$945K +$1.37K +57 +0.2%
SWA
331
Sax Wealth Advisors
New Jersey
$936K
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$929K +$50.9K +2,121 +6%
SA
333
SpiderRock Advisors
Delaware
$919K +$893K +37,239 New
BL
334
BFSG LLC
California
$913K -$8.63K -360 -1%
CWM
335
Chesapeake Wealth Management
Virginia
$912K +$34.9K +1,455 +4%
NCM
336
Northwest Capital Management
Oregon
$908K +$144 +6 +0%
JF
337
Joule Financial
Kentucky
$900K +$30.1K +1,257 +4%
ES
338
ETF Store
Kansas
$899K +$126K +5,256 +17%
BCWM
339
Bartlett & Co Wealth Management
Ohio
$898K -$30.9K -1,287 -4%
NAS
340
NWF Advisory Services
California
$896K -$36.3K -1,515 -4%
WANY
341
Wealthspire Advisors (New York)
New York
$875K -$37.5K -1,563 -4%
CL
342
Choreo LLC
Illinois
$873K +$46.9K +1,956 +6%
BDFN
343
Bond & Devick Financial Network
Minnesota
$869K
ATI
344
ARK & TLK Investments
Oklahoma
$862K
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$859K +$813K +33,897 New
FMWA
346
Forvis Mazars Wealth Advisors
Missouri
$858K
NA
347
NewEdge Advisors
Louisiana
$846K +$141K +5,892 +21%
SFG
348
Sovereign Financial Group
Connecticut
$841K +$125K +5,232 +19%
JIC
349
Johnson Investment Counsel
Ohio
$841K +$26.2K +1,092 +3%
MC
350
Montag & Caldwell
Georgia
$836K +$166K +6,936 +27%