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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
$941K -$29.7K -1,200 -3%
CCWM
327
Cassaday & Co Wealth Management
Virginia
$929K +$7.63K +309 +0.8%
NA
328
NewEdge Advisors
Louisiana
$926K +$101K +4,068 +12%
MSWMA
329
Market Street Wealth Management Advisors
Indiana
$914K -$11.3K -459 -1%
SWM
330
Spire Wealth Management
Virginia
$908K -$92.1K -3,726 -9%
HI
331
Hoey Investments
Pennsylvania
$907K +$113K +4,566 +14%
HTC
332
Haverford Trust Company
Pennsylvania
$889K -$42.6K -1,725 -5%
ACA
333
Aptus Capital Advisors
Alabama
$889K -$96.1K -3,888 -10%
NCM
334
Northwest Capital Management
Oregon
$882K -$3.26K -132 -0.4%
BCWM
335
Bartlett & Co Wealth Management
Ohio
$881K +$741 +30 +0.1%
SOS
336
Silver Oak Securities
Tennessee
$875K +$129K +5,223 +17%
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$874K -$48.6K -1,965 -5%
NAS
338
NWF Advisory Services
California
$874K
JF
339
Joule Financial
Kentucky
$871K -$11.5K -465 -1%
BL
340
BFSG LLC
California
$871K -$19.6K -795 -2%
LFG
341
Larson Financial Group
Missouri
$861K +$356K +14,424 +70%
WANY
342
Wealthspire Advisors (New York)
New York
$853K
BDFN
343
Bond & Devick Financial Network
Minnesota
$847K
ATI
344
ARK & TLK Investments
Oklahoma
$841K
S
345
Sachetta
Massachusetts
$838K -$11.9K -483 -1%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$837K -$297 -12 -0%
FMWA
347
Forvis Mazars Wealth Advisors
Missouri
$837K
KA
348
Kovack Advisors
Florida
$832K +$833K +33,699 New
CWM
349
Chesapeake Wealth Management
Virginia
$823K -$66K -2,670 -7%
MC
350
Montag & Caldwell
Georgia
$819K +$4K +162 +0.5%