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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
401
Jacobsen Capital Management
Utah
$410K +$2.27K +96 +0.6%
PWMG
402
Prestige Wealth Management Group
New Jersey
$404K -$8.17K -345 -2%
FCM
403
Firestone Capital Management
Florida
$400K +$54K +2,280 +16%
NFG
404
Nations Financial Group
Iowa
$399K -$34.5K -1,455 -8%
GG
405
Gofen & Glossberg
Illinois
$398K +$71 +3 +0%
EHC
406
Everett Harris & Co
California
$397K – – –
RWM
407
RBA Wealth Management
California
$397K +$386K +16,281 New
PWA
408
Physician Wealth Advisors
Utah
$396K – – –
IAIM
409
International Assets Investment Management
Florida
$390K -$191K -8,046 -33%
BC
410
Bartlett & Co
Ohio
$383K -$47.8K -2,016 -11%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$383K -$47.8K -2,016 -11%
CDIA
412
Capital Directions Investment Advisors
Georgia
$374K +$8.38K +354 +2%
GCM
413
G2 Capital Management
Ohio
$370K +$359K +15,162 New
ECM
414
Elgethun Capital Management
South Dakota
$367K +$27.9K +1,176 +8%
FM
415
Foster & Motley
Ohio
$367K +$356K +15,033 New
AW
416
ACG Wealth
Georgia
$361K – – –
BO
417
BRR OpCo
Ohio
$359K -$15.4K -651 -4%
KWM
418
Keebeck Wealth Management
Illinois
$359K +$7.6K +321 +2%
MS
419
Madden Securities
Texas
$348K -$17.1K -723 -5%
APSP
420
Asset Planning Services (Pennsylvania)
Pennsylvania
$342K – – –
PIMG
421
Patriot Investment Management Group
Tennessee
$337K -$4.97K -210 -1%
FWM
422
Focused Wealth Management
New York
$337K +$1.85K +78 +0.6%
TC
423
Tenret Company
Florida
$334K -$46.8K -1,974 -13%
CB
424
Commerce Bank
Missouri
$334K – – –
TWP
425
TFO Wealth Partners
Ohio
$329K +$329K +13,878 New
15 16
17
18 19