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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
376
Haverford Trust Company
Pennsylvania
$1.13M – – –
CCC
377
Compass Capital Corp
Massachusetts
$1.12M -$631 -24 -0.1%
KC
378
Knuff & Co
California
$1.12M -$25.9K -984 -2%
PAG
379
Private Advisor Group
New Jersey
$1.12M -$58.1K -2,210 -5%
MOS
380
MGO One Seven
Ohio
$1.11M -$5.62K -214 -0.5%
FTUS
381
Flow Traders U.S.
New York
$1.11M +$1.06M +40,151 New
JF
382
Joule Financial
Kentucky
$1.11M +$17.5K +664 +2%
LFG
383
Larson Financial Group
Missouri
$1.11M -$5.26K -200 -0.5%
AIM
384
Athena Investment Management
California
$1.07M -$7.88K -300 -0.8%
FCB
385
First County Bank
Connecticut
$1.06M +$177K +6,725 +21%
MC
386
Montag & Caldwell
Georgia
$1.03M -$53 -2 -0%
NL
387
NWAM LLC
Washington
$1.02M +$966K +36,743 New
BCWM
388
Bartlett & Co Wealth Management
Ohio
$1.01M +$3.55K +135 +0.4%
DAS
389
Diversify Advisory Services
Utah
$1M +$4.31K +164 +0.5%
VST
390
Van Strum & Towne
California
$999K -$78.6K -2,990 -8%
BEI
391
Benjamin Edwards Inc
Missouri
$997K +$287K +10,924 +44%
SC
392
SouthState Corp
Florida
$991K -$19.8K -753 -2%
SCA
393
Stonebridge Capital Advisors
Minnesota
$981K -$117K -4,442 -11%
KA
394
Kovack Advisors
Florida
$965K +$1.02K +39 +0.1%
TA
395
Tactive Advisors
Florida
$957K +$909K +34,603 New
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$955K -$13.2M -501,176 -94%
VP
397
Verum Partners
North Carolina
$950K -$81.4K -3,097 -8%
BDFN
398
Bond & Devick Financial Network
Minnesota
$949K – – –
HCWM
399
Hidden Cove Wealth Management
Washington
$945K -$4.76K -181 -0.5%
MSWMA
400
Market Street Wealth Management Advisors
Indiana
$942K -$15.7K -598 -2%
14 15
16
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