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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
326
Cornerstone Advisors Asset Management
Pennsylvania
$1.08M -$18.1K -705 -2%
AIM
327
Athena Investment Management
California
$1.06M +$21.2K +825 +2%
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$1.06M -$1.32M -51,546 -57%
CA
329
CGN Advisors
Kansas
$1.04M -$227K -8,856 -19%
MCCA
330
Mill Creek Capital Advisors
Pennsylvania
$1.04M
DAS
331
Diversify Advisory Services
Utah
$1.02M +$2.31M +90,006 +381%
SPI
332
Santori & Peters Inc
Pennsylvania
$1.02M -$6.37M -247,959 -87%
CCWM
333
Cassaday & Co Wealth Management
Virginia
$1M -$4.78K -186 -0.5%
NAS
334
NWF Advisory Services
California
$998K +$47.5K +1,848 +5%
VST
335
Van Strum & Towne
California
$993K +$116K +4,500 +14%
CFG
336
Clayton Financial Group
Missouri
$987K +$158K +6,162 +20%
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$982K +$54.4K +2,118 +6%
WANY
338
Wealthspire Advisors (New York)
New York
$978K +$50.5K +1,965 +6%
RCM
339
Radnor Capital Management
Pennsylvania
$976K +$936K +36,420 New
YIH
340
Y-Intercept (HK)
Hong Kong
$975K +$934K +36,378 New
PCMC
341
Private Capital Management (Colorado)
Colorado
$971K -$48.2K -1,878 -5%
SWM
342
Sculati Wealth Management
Michigan
$970K -$1.4M -54,399 -60%
M
343
MYeCFO
California
$968K +$257K +9,990 +38%
HTC
344
Haverford Trust Company
Pennsylvania
$965K
BCWM
345
Bartlett & Co Wealth Management
Ohio
$964K +$12.6K +492 +1%
NCM
346
Northwest Capital Management
Oregon
$957K +$154 +6 +0%
SWM
347
Spire Wealth Management
Virginia
$957K -$26.9K -1,047 -3%
KA
348
Kovack Advisors
Florida
$951K +$46.2K +1,797 +5%
MSWMA
349
Market Street Wealth Management Advisors
Indiana
$946K -$44.2K -1,722 -5%
LJAC
350
L.J. Altfest & Co
New York
$942K -$383K -14,922 -30%