We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
401
WealthSource Partners
California
$549K +$540K +24,939 New
AWMG
402
Alliance Wealth Management Group
New Jersey
$541K -$1.75K -81 -0.3%
TCM
403
Towercrest Capital Management
Pennsylvania
$541K -$1.75K -81 -0.3%
CIP
404
Capital Insight Partners
Arizona
$534K -$71.6K -3,309 -12%
DWP
405
Destiny Wealth Partners
Florida
$529K -$451K -20,841 -46%
CAAM
406
Cornerstone Advisors Asset Management
Pennsylvania
$521K +$512K +23,658 New
LF
407
Lantz Financial
Illinois
$520K
BAM
408
Belpointe Asset Management
Nevada
$519K -$56K -2,586 -10%
RWP
409
RWA Wealth Partners
Massachusetts
$512K +$486K +22,452 New
William Blair & Company
410
William Blair & Company
Illinois
$506K -$8.25K -381 -2%
LEFP
411
Leading Edge Financial Planning
Tennessee
$497K +$489K +22,584 New
LWAC
412
Laurel Wealth Advisors (California)
California
$486K +$1.56K +72 +0.3%
NS
413
Newman & Schimel
Illinois
$483K -$30.3K -1,398 -6%
AWM
414
Avior Wealth Management
Nebraska
$482K -$8.31K -384 -2%
NFG
415
Nations Financial Group
Iowa
$480K -$44.4K -2,052 -9%
MGWM
416
Marks Group Wealth Management
Minnesota
$474K
VST
417
Van Strum & Towne
California
$468K
GG
418
Greenwood Gearhart
Arkansas
$466K -$19.7K -909 -4%
RC
419
Roundview Capital
New Jersey
$465K
KCM
420
Kathmere Capital Management
Pennsylvania
$459K -$163K -7,530 -27%
RFN
421
RDA Financial Network
Iowa
$454K +$61.6K +2,847 +16%
LFG
422
Larson Financial Group
Missouri
$451K +$350K +16,170 +375%
MHS
423
M Holdings Securities
Oregon
$450K
CWM
424
Cadence Wealth Management
Massachusetts
$449K -$93.3K -4,308 -17%
SW
425
SkyOak Wealth
Michigan
$448K +$28.7K +1,326 +7%