We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
326
Silver Oak Securities
Tennessee
$1.43M +$52.4K +1,843 +4%
CWM
327
Cornerstone Wealth Management
Missouri
$1.43M +$42.3K +1,490 +3%
LJAC
328
L.J. Altfest & Co
New York
$1.42M +$5.26K +185 +0.4%
KAM
329
KEB Asset Management
Illinois
$1.42M +$7.02K +247 +0.5%
KFG
330
Kelly Financial Group
Connecticut
$1.41M -$144K -5,082 -9%
IJWM
331
Inman Jager Wealth Management
Mississippi
$1.4M +$6.62K +233 +0.5%
CA
332
Continuum Advisory
Idaho
$1.39M +$117K +4,108 +9%
WCM
333
Whitener Capital Management
North Carolina
$1.39M +$22.4K +788 +2%
LIWM
334
Long Island Wealth Management
New York
$1.39M -$25.9K -910 -2%
MCC
335
Money Concepts Capital
Florida
$1.38M -$6.62K -233 -0.5%
AWE
336
Avidian Wealth Enterprises
Texas
$1.38M – – –
CCWM
337
Cassaday & Co Wealth Management
Virginia
$1.35M +$159K +5,580 +14%
SCM
338
SOL Capital Management
Maryland
$1.35M +$3.27K +115 +0.2%
ZIM
339
Zacks Investment Management
Illinois
$1.34M +$11.9K +419 +0.9%
BWM
340
BCGM Wealth Management
Indiana
$1.34M +$4.29K +151 +0.3%
CP
341
Creekside Partners
California
$1.33M +$4.4K +155 +0.3%
WANY
342
Wealthspire Advisors (New York)
New York
$1.32M -$2.02K -71 -0.2%
SWM
343
Seed Wealth Management
Illinois
$1.31M -$29.8K -1,050 -2%
VFA
344
Valeo Financial Advisors
Indiana
$1.31M – – –
UAG
345
United Advisor Group
Ohio
$1.31M +$35.3K +1,241 +3%
EH
346
Equitable Holdings
New York
$1.31M -$110K -3,876 -8%
CCM
347
Condor Capital Management
New Jersey
$1.28M -$114 -4 -0%
KJWM
348
Kiley Juergens Wealth Management
Washington
$1.28M -$47.3K -1,666 -4%
KHC
349
Koesten Hirschmann & Crabtree
Kansas
$1.25M -$61.4K -2,160 -5%
JFG
350
JMG Financial Group
Illinois
$1.25M +$199 +7 +0%
12 13
14
15 16