We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
376
Marquette Asset Management
Minnesota
$729K -$35.6K -1,485 -5%
UB
377
UMB Bank
Missouri
$727K -$7.19K -300 -1%
GT
378
Greenleaf Trust
Michigan
$726K
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$725K -$642K -26,784 -48%
EFS
380
Econ Financial Services
Pennsylvania
$721K +$682K +28,464 New
BJL
381
Brighton Jones LLC
Washington
$713K -$43.2K -1,803 -6%
EH
382
Equitable Holdings
New York
$710K -$79.6K -3,321 -11%
LPAM
383
Lodestar Private Asset Management
California
$708K -$7.41K -309 -1%
Comerica Bank
384
Comerica Bank
Texas
$706K -$232K -9,669 -26%
ASI
385
Advisory Services & Investments
Oregon
$697K
PP
386
Pegasus Partners
Wisconsin
$694K
CIP
387
Capital Insight Partners
Arizona
$671K +$7.48K +312 +1%
WDL
388
Well Done LLC
Michigan
$665K
CFD
389
Creative Financial Designs
Indiana
$655K -$320K -13,341 -34%
GWM
390
Gray Wealth Management
Maine
$655K +$12.4K +519 +2%
NAMNJ
391
NorthStar Asset Management (New Jersey)
New Jersey
$655K +$22.1K +921 +4%
VP
392
Verum Partners
North Carolina
$640K -$119K -4,950 -16%
WAM
393
WNY Asset Management
New York
$635K -$45.3K -1,890 -7%
SPL
394
Smart Portfolios LLC
Washington
$630K +$596K +24,870 New
SQA
395
Simon Quick Advisors
New Jersey
$625K +$19K +792 +3%
MCM
396
MidAtlantic Capital Management
Virginia
$624K
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$624K -$42.7K -1,782 -7%
M
398
MYeCFO
California
$623K +$368K +15,330 +165%
AA
399
Alesco Advisors
New York
$618K -$114K -4,740 -16%
AWMG
400
Alliance Wealth Management Group
New Jersey
$617K