We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
376
Landaas & Company
Wisconsin
$218K +$210K +10,860 New
PWM
377
PRW Wealth Management
Massachusetts
$217K
MCP
378
Mirador Capital Partners
California
$215K -$168K -8,667 -45%
CA
379
Cambridge Advisors
Nebraska
$212K +$205K +10,557 New
RWM
380
RBA Wealth Management
California
$210K -$14.1K -729 -7%
DCM
381
Donaldson Capital Management
Indiana
$210K +$203K +10,476 New
LBC
382
Lowe Brockenbrough & Co
Virginia
$209K +$202K +10,410 New
CHP
383
Cable Hill Partners
Oregon
$206K -$37.6K -1,941 -16%
SW
384
SteelPeak Wealth
California
$202K +$195K +10,068 New
WA
385
Wealth Architects
California
$201K +$194K +10,008 New
NA
386
NewEdge Advisors
Louisiana
$200K +$194K +10,002 New
TWA
387
TCI Wealth Advisors
Arizona
$195K -$88.4K -4,560 -32%
HF
388
Halpern Financial
Virginia
$185K +$178K +9,207 New
SPIA
389
Steward Partners Investment Advisory
New York
$184K +$148K +7,641 +493%
MI
390
Moneywise Inc
Virginia
$176K -$291 -15 -0.2%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$170K +$53.2K +2,745 +48%
TAIM
392
TD Ameritrade Investment Management
Nebraska
$166K +$988 +51 +0.6%
BCA
393
Berman Capital Advisors
Georgia
$164K +$2.33K +120 +1%
FRA
394
Front Row Advisors
California
$159K +$291 +15 +0.2%
SIC
395
Salem Investment Counselors
North Carolina
$157K
CFGS
396
Concourse Financial Group Securities
Alabama
$149K +$26.5K +1,368 +23%
EIP
397
Ellis Investment Partners
Pennsylvania
$142K +$1.4K +72 +1%
PC
398
Permanens Capital
New York
$142K +$8.72K +450 +7%
FA
399
Fortis Advisors
Pennsylvania
$135K -$226K -11,661 -63%
LWM
400
Lenox Wealth Management
Ohio
$131K +$67.3K +3,471 +113%