We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
426
Bryn Mawr Capital Management
Pennsylvania
$514K -$107K -4,905 -18%
BRIA
427
Balanced Rock Investment Advisors
Massachusetts
$512K +$479K +21,897 New
EHC
428
Everett Harris & Co
California
$510K +$16.4K +750 +4%
GG
429
Greenwood Gearhart
Arkansas
$504K -$22.5K -1,029 -5%
MGWM
430
Marks Group Wealth Management
Minnesota
$504K
FAG
431
Fortitude Advisory Group
Washington
$500K -$58.8K -2,691 -11%
MCM
432
Mengis Capital Management
Oregon
$500K -$43.7K -1,998 -9%
BBW
433
Blue Barn Wealth
Utah
$495K -$60.8K -2,781 -12%
KCM
434
Kathmere Capital Management
Pennsylvania
$491K +$66 +3 +0%
KA
435
Klingman & Associates
New York
$487K
CIR
436
Clear Investment Research
Georgia
$486K -$12.1K -555 -3%
LFG
437
Larson Financial Group
Missouri
$475K +$5.97K +273 +1%
CWM
438
Cadence Wealth Management
Massachusetts
$471K +$12.5K +573 +3%
MAG
439
Mayfair Advisory Group
Alabama
$469K +$437K +20,007 New
AIM
440
Avity Investment Management
Connecticut
$466K +$66 +3 +0%
GC
441
Gilbert & Cook
Iowa
$464K -$17.3K -792 -4%
CFFP
442
Center for Financial Planning
Michigan
$456K
HGERS
443
Householder Group Estate & Retirement Specialist
Arizona
$449K -$36.2K -1,656 -8%
DWT
444
Dorsey & Whitney Trust
South Dakota
$446K
DWP
445
Destiny Wealth Partners
Florida
$443K
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$441K -$17.7K -810 -4%
KC
447
Kades & Cheifetz
Pennsylvania
$441K -$24.1K -1,104 -6%
Stifel Financial
448
Stifel Financial
Missouri
$438K -$62.6K -2,862 -13%
WMG
449
WESCAP Management Group
California
$434K +$406K +18,558 New
MFC
450
Morris Financial Concepts
South Carolina
$433K -$4.72K -216 -1%