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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Claro Advisors
Massachusetts
$588K -$1.07M -49,002 -66%
AFAS
402
Acorn Financial Advisory Services
Virginia
$587K -$65.8K -3,009 -11%
KFA
403
Kelleher Financial Advisors
New York
$585K
NAMNJ
404
NorthStar Asset Management (New Jersey)
New Jersey
$582K +$545K +24,927 New
MCM
405
MidAtlantic Capital Management
Virginia
$576K +$539K +24,642 New
MAM
406
Marotta Asset Management
Virginia
$573K -$27.9K -1,278 -5%
SW
407
SkyOak Wealth
Michigan
$573K -$2.56K -117 -0.5%
William Blair & Company
408
William Blair & Company
Illinois
$572K -$20.2K -924 -4%
TCM
409
Towercrest Capital Management
Pennsylvania
$569K
AWMG
410
Alliance Wealth Management Group
New Jersey
$569K +$533K +24,366 New
BFG
411
Berger Financial Group
Minnesota
$568K -$6.3K -288 -1%
SQA
412
Simon Quick Advisors
New Jersey
$558K +$3.67K +168 +0.7%
LF
413
Lantz Financial
Illinois
$552K
SSWM
414
Smith Salley Wealth Management
North Carolina
$545K -$63.8K -2,919 -11%
FWM
415
Fonville Wealth Management
Virginia
$543K +$508K +23,223 New
RWP
416
Revolve Wealth Partners
New Jersey
$540K -$6.04K -276 -1%
RG
417
Retirement Group
California
$531K -$2.89K -132 -0.6%
SAG
418
SageView Advisory Group
California
$526K -$889K -40,674 -65%
SSW
419
Stone Summit Wealth
Florida
$525K +$4.59K +210 +0.9%
PL
420
Plancorp LLC
Missouri
$521K -$66 -3 -0%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$521K -$65.6K -3,000 -12%
ONB
422
Old National Bancorp
Indiana
$520K -$57K -2,607 -10%
JPLA
423
Joseph P. Lucia & Associates
New York
$517K -$247K -11,298 -34%
FWS
424
FinDec Wealth Services
California
$516K -$142K -6,483 -23%
NHT
425
New Hampshire Trust
New Hampshire
$514K +$59.9K +2,739 +14%