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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
401
Quadrant Private Wealth Management
Pennsylvania
$934K +$32.5K +1,238 +4%
KCM
402
Kathmere Capital Management
Pennsylvania
$932K +$121K +4,600 +16%
NAS
403
NWF Advisory Services
California
$931K +$43.6K +1,660 +5%
HI
404
Hoey Investments
Pennsylvania
$923K +$5.36K +204 +0.6%
FAIM
405
Financial Advocates Investment Management
Washington
$918K -$185K -7,030 -17%
BL
406
BFSG LLC
California
$915K -$13K -494 -1%
SWA
407
Sax Wealth Advisors
New Jersey
$914K
PVI
408
Pine Valley Investments
New Jersey
$911K +$186K +7,079 +27%
CWM
409
Chesapeake Wealth Management
Virginia
$906K -$19.2K -730 -2%
ATI
410
ARK & TLK Investments
Oklahoma
$901K
SPI
411
Santori & Peters Inc
Pennsylvania
$899K +$1.18K +45 +0.1%
S
412
Sachetta
Massachusetts
$892K +$26 +1 +0%
CIAS
413
Capital Investment Advisory Services
North Carolina
$891K -$74.2K -2,824 -8%
PWM
414
Partners Wealth Management
California
$888K
SWM
415
Stark Wealth Management
Pennsylvania
$884K +$245K +9,336 +41%
ONB
416
Old National Bancorp
Indiana
$880K
LPAM
417
Lodestar Private Asset Management
California
$879K +$186K +7,069 +29%
SMF
418
Scott Marsh Financial
Utah
$878K +$834K +31,732 New
BFA
419
Beaumont Financial Advisors
Massachusetts
$871K -$5.57K -212 -0.7%
SAM
420
Secure Asset Management
Michigan
$862K +$819K +31,166 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$857K +$62.1K +2,361 +8%
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
$855K +$543K +20,670 +202%
WI
423
Westbourne Investments
Virginia
$853K -$28.9K -1,100 -3%
RDWM
424
Red Door Wealth Management
Tennessee
$848K -$3.94K -150 -0.5%
WA
425
WBH Advisory
Maryland
$843K -$21.3K -811 -3%