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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
351
Roundview Capital
New Jersey
$294K – – –
WSTAM
352
Wilbanks Smith & Thomas Asset Management
Virginia
$292K -$6.86K -354 -2%
PRWA
353
Platte River Wealth Advisors
Colorado
$289K +$286K +14,760 New
EH
354
Equitable Holdings
New York
$286K +$276K +14,265 New
TIA
355
Tiemann Investment Advisors
California
$284K +$1.74K +90 +0.6%
BO
356
BRR OpCo
Ohio
$284K +$21.2K +1,092 +8%
AIM
357
Avity Investment Management
Connecticut
$283K – – –
W
358
Wealthquest
Ohio
$282K -$49.2K -2,538 -15%
APSP
359
Asset Planning Services (Pennsylvania)
Pennsylvania
$282K – – –
TIM
360
Thompson Investment Management
Wisconsin
$278K +$10.9K +564 +4%
JWA
361
JFS Wealth Advisors
Pennsylvania
$278K +$49.4K +2,547 +22%
CAM
362
Carret Asset Management
New York
$272K – – –
IWP
363
IAG Wealth Partners
Wisconsin
$266K +$256K +13,233 New
AC
364
AlphaCore Capital
California
$266K +$257K +13,257 New
VWM
365
Venturi Wealth Management
Texas
$265K +$256K +13,200 New
CBFP
366
Cedar Brook Financial Partners
Ohio
$262K -$52K -2,682 -17%
AI
367
Atria Investments
North Carolina
$253K -$1.69M -87,429 -87%
KIA
368
KCM Investment Advisors
California
$252K +$244K +12,570 New
SWM
369
Segment Wealth Management
Texas
$249K +$1.05K +54 +0.4%
YWP
370
YorkBridge Wealth Partners
New York
$246K +$238K +12,300 New
PIMG
371
Patriot Investment Management Group
Tennessee
$238K -$930 -48 -0.4%
IF
372
IRON Financial
Illinois
$233K +$3.9K +201 +2%
PFA
373
Pathway Financial Advisors
Vermont
$232K – – –
SHJ
374
Sharkey, Howes & Javer
Colorado
$227K -$24.9K -1,287 -10%
AWMF
375
Arbor Wealth Management (Florida)
Florida
$223K – – –
13 14
15
16 17