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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
351
Vanguard Capital Wealth Advisors
Colorado
$941K +$489K +19,026 +118%
NL
352
NWAM LLC
Washington
$935K +$897K +34,917 New
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$929K +$20K +780 +2%
BL
354
BFSG LLC
California
$924K -$19.7K -768 -2%
BDFN
355
Bond & Devick Financial Network
Minnesota
$919K
HI
356
Hoey Investments
Pennsylvania
$907K
BFA
357
Beaumont Financial Advisors
Massachusetts
$903K -$126K -4,899 -13%
CWM
358
Chesapeake Wealth Management
Virginia
$887K -$5.78K -225 -0.7%
MC
359
Montag & Caldwell
Georgia
$882K -$6.17K -240 -0.7%
SWA
360
Sax Wealth Advisors
New Jersey
$881K
ATI
361
ARK & TLK Investments
Oklahoma
$880K -$30.8K -1,200 -4%
NHT
362
New Hampshire Trust
New Hampshire
$878K +$220K +8,556 +35%
JIC
363
Johnson Investment Counsel
Ohio
$877K -$3.85K -150 -0.5%
S
364
Sachetta
Massachusetts
$873K -$2.7K -105 -0.3%
SEIA
365
Signature Estate & Investment Advisors
California
$867K +$8.55K +333 +1%
MWM
366
Modera Wealth Management
New Jersey
$866K -$182K -7,092 -18%
SPWM
367
Schrum Private Wealth Management
Florida
$862K +$414K +16,107 +100%
WA
368
WBH Advisory
Maryland
$845K +$68K +2,649 +9%
QPWM
369
Quadrant Private Wealth Management
Pennsylvania
$843K +$47.9K +1,866 +6%
MPM
370
Meritage Portfolio Management
Kansas
$836K +$10.6K +411 +1%
MIA
371
Milestone Investment Advisors
Wisconsin
$834K
BFS
372
Burkett Financial Services
South Carolina
$827K +$8.94K +348 +1%
RDWM
373
Red Door Wealth Management
Tennessee
$817K -$1.16K -45 -0.1%
EH
374
Equitable Holdings
New York
$816K -$9.25K -360 -1%
JF
375
Joule Financial
Kentucky
$813K -$121K -4,704 -13%