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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
351
RegentAtlantic Capital
New Jersey
$412K +$410K +18,075 New
APG
352
Abacus Planning Group
South Carolina
$411K +$7.76K +342 +2%
NFG
353
Nations Financial Group
Iowa
$406K -$4.08K -180 -1%
FWM
354
Filbrandt Wealth Management
Wisconsin
$398K – – –
LWAC
355
Laurel Wealth Advisors (California)
California
$398K +$82.3K +3,630 +26%
SB
356
Strategic Blueprint
Georgia
$396K +$70K +3,087 +22%
OCPWS
357
One Charles Private Wealth Services
Massachusetts
$396K +$394K +17,385 New
BIM
358
Bridges Investment Management
Nebraska
$390K +$1.7K +75 +0.4%
SFWC
359
Strategic Family Wealth Counselors
New Jersey
$387K – – –
PWMG
360
Prestige Wealth Management Group
New Jersey
$386K – – –
PGAM
361
Princeton Global Asset Management
New Jersey
$385K -$23.2K -1,023 -6%
KA
362
Klingman & Associates
New York
$380K -$33K -1,455 -8%
JCM
363
Jacobsen Capital Management
Utah
$378K +$1.91K +84 +0.5%
DFA
364
DHJJ Financial Advisors
Illinois
$376K +$14.8K +654 +4%
GG
365
Gofen & Glossberg
Illinois
$372K +$23.8K +1,047 +7%
AW
366
ACG Wealth
Georgia
$368K – – –
PWA
367
Physician Wealth Advisors
Utah
$366K -$16.7K -735 -4%
IF
368
Intrua Financial
Texas
$364K +$350K +15,429 New
TC
369
Tenret Company
Florida
$360K +$358K +15,789 New
GG
370
Greenwood Gearhart
Arkansas
$356K +$20.8K +918 +6%
CWA
371
Centennial Wealth Advisory
Michigan
$355K +$142K +6,249 +67%
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$350K +$340 +15 +0.1%
FA
373
Fountainhead AM
New Jersey
$349K – – –
BO
374
BRR OpCo
Ohio
$348K -$59.7K -2,631 -15%
MS
375
Madden Securities
Texas
$341K -$13.9K -612 -4%
13 14
15
16 17