We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
376
D.A. Davidson & Co
Montana
$806K – – –
CWA
377
CM Wealth Advisors
Ohio
$805K – – –
EFS
378
Econ Financial Services
Pennsylvania
$802K +$16.3K +633 +2%
AA
379
Aire Advisors
California
$799K -$1.85K -72 -0.2%
SPIA
380
Steward Partners Investment Advisory
New York
$792K -$338K -13,164 -31%
HF
381
HRT Financial
New York
$788K +$756K +29,448 New
KFA
382
Kelleher Financial Advisors
New York
$783K – – –
ACA
383
Atlas Capital Advisors
Wyoming
$782K – – –
IF
384
Ironwood Financial
Arizona
$778K -$462 -18 -0.1%
MAM
385
Marquette Asset Management
Minnesota
$771K – – –
GT
386
Greenleaf Trust
Michigan
$768K – – –
WG
387
Wealth Group
North Carolina
$744K +$254K +9,879 +55%
BFO
388
Biltmore Family Office
North Carolina
$738K +$708K +27,546 New
PP
389
Pegasus Partners
Wisconsin
$734K – – –
CIP
390
Capital Insight Partners
Arizona
$728K +$10.1K +393 +1%
SFG
391
Sovereign Financial Group
Connecticut
$717K -$157K -6,102 -19%
LPAM
392
Lodestar Private Asset Management
California
$710K -$32.5K -1,266 -5%
UB
393
UMB Bank
Missouri
$709K -$58.3K -2,271 -8%
NAMNJ
394
NorthStar Asset Management (New Jersey)
New Jersey
$708K +$6.17K +240 +0.9%
WDL
395
Well Done LLC
Michigan
$704K – – –
SPL
396
Smart Portfolios LLC
Washington
$691K – – –
KCM
397
Kathmere Capital Management
Pennsylvania
$686K +$130K +5,073 +25%
GWM
398
Gray Wealth Management
Maine
$682K -$10.3K -402 -2%
RRCM
399
Rappaport Reiches Capital Management
Illinois
$681K +$653K +25,437 New
VP
400
Verum Partners
North Carolina
$677K +$2.77K +108 +0.4%
14 15
16
17 18