We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
426
Clear Investment Research
Georgia
$513K
BMCM
427
Bryn Mawr Capital Management
Pennsylvania
$511K -$22.2K -900 -4%
KCM
428
Kathmere Capital Management
Pennsylvania
$507K -$4.97K -201 -1%
MAG
429
Mayfair Advisory Group
Alabama
$506K
SSWM
430
Smith Salley Wealth Management
North Carolina
$505K
BBW
431
Blue Barn Wealth
Utah
$503K +$54.6K +2,211 +12%
FAM
432
Family Asset Management
South Carolina
$495K -$672K -27,204 -58%
DCM
433
Donaldson Capital Management
Indiana
$494K +$495K +20,025 New
C
434
CEDRUS
Colorado
$492K +$492K +19,914 New
GC
435
Gilbert & Cook
Iowa
$490K
SBIA
436
Sheaff Brock Investment Advisors
Indiana
$488K -$29.7K -1,200 -6%
PA
437
Prism Advisors
California
$485K
ZF
438
Zhang Financial
Michigan
$484K
CAP
439
Columbia Advisory Partners
Washington
$482K -$234K -9,486 -33%
CFFP
440
Center for Financial Planning
Michigan
$482K
DWT
441
Dorsey & Whitney Trust
South Dakota
$471K
MAM
442
Marotta Asset Management
Virginia
$465K -$59.5K -2,409 -11%
SMA
443
Sage Mountain Advisors
Georgia
$462K
SAI
444
Savvy Advisors Inc
New York
$455K +$455K +18,414 New
WFA
445
WMG Financial Advisors
Tennessee
$453K -$9.27K -375 -2%
Stifel Financial
446
Stifel Financial
Missouri
$445K +$2.6K +105 +0.6%
WG
447
Wealth Group
North Carolina
$442K -$6.89K -279 -2%
AWM
448
Avior Wealth Management
Nebraska
$441K +$59.6K +2,412 +16%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$440K +$2.6K +105 +0.6%
WMG
450
WESCAP Management Group
California
$439K