We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Grimes & Company
Massachusetts
$367K +$405K +18,822 New
EL
427
Essex LLC
Illinois
$359K -$7.43K -345 -2%
MWM
428
Mission Wealth Management
California
$353K +$389K +18,075 New
US Bancorp
429
US Bancorp
Minnesota
$348K +$19.5K +906 +5%
RFN
430
RDA Financial Network
Iowa
$347K +$51.9K +2,409 +16%
OCPWS
431
One Charles Private Wealth Services
Massachusetts
$339K
DW
432
Domani Wealth
Pennsylvania
$338K
AAS
433
Annex Advisory Services
Wisconsin
$338K +$4.58K +213 +1%
EHC
434
Everett Harris & Co
California
$332K
PWA
435
Physician Wealth Advisors
Utah
$332K
CFFP
436
Center for Financial Planning
Michigan
$330K
PIMG
437
Patriot Investment Management Group
Tennessee
$328K -$710 -33 -0.2%
ES
438
ETF Store
Kansas
$328K +$41.5K +1,926 +13%
CB
439
Commerce Bank
Missouri
$326K +$51.8K +2,406 +17%
BIM
440
Bridges Investment Management
Nebraska
$324K
BO
441
BRR OpCo
Ohio
$323K +$20.6K +957 +6%
WF
442
Wayfinding Financial
Washington
$323K +$357K +16,563 New
PGAM
443
Princeton Global Asset Management
New Jersey
$322K -$3.75K -174 -1%
SQA
444
Simon Quick Advisors
New Jersey
$320K +$353K +16,392 New
GG
445
Gofen & Glossberg
Illinois
$319K +$65 +3 +0%
MA
446
MONECO Advisors
Connecticut
$316K -$63.9K -2,967 -15%
SPWM
447
Schrum Private Wealth Management
Florida
$313K +$95.7K +4,446 +38%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$312K
WW
449
Waterfront Wealth
Kansas
$309K
EP
450
Eudaimonia Partners
Tennessee
$308K -$172K -7,989 -34%