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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
426
Capital Insight Partners
Arizona
$679K -$30.3K -1,123 -4%
SPL
427
Smart Portfolios LLC
Washington
$675K +$3.1K +115 +0.4%
EHC
428
Everett Harris & Co
California
$671K +$37.1K +1,375 +6%
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
$666K +$69K +2,555 +11%
RRCM
430
Rappaport Reiches Capital Management
Illinois
$663K -$27 -1 -0%
SQA
431
Simon Quick Advisors
New Jersey
$654K +$4K +148 +0.6%
GWM
432
Gray Wealth Management
Maine
$650K -$13.6K -502 -2%
MCM
433
MidAtlantic Capital Management
Virginia
$642K
BWP
434
Bernardo Wealth Planning
Pennsylvania
$638K -$1.34M -49,542 -67%
GWM
435
GSB Wealth Management
Connecticut
$637K +$54 +2 +0%
AWMG
436
Alliance Wealth Management Group
New Jersey
$632K
TCM
437
Towercrest Capital Management
Pennsylvania
$632K
FAG
438
Fortitude Advisory Group
Washington
$632K +$19.3K +716 +3%
WF
439
Womack Financial
Texas
$629K +$651K +24,125 New
AWP
440
Atlas Wealth Partners
Pennsylvania
$617K +$17.3K +641 +3%
LF
441
Lantz Financial
Illinois
$616K
SW
442
SkyOak Wealth
Michigan
$613K -$4.37K -162 -0.7%
WA
443
WPG Advisers
Maryland
$599K +$620K +22,972 New
FWM
444
Fonville Wealth Management
Virginia
$594K -$2.89K -107 -0.5%
D.E. Shaw & Co
445
D.E. Shaw & Co
New York
$592K +$613K +22,722 New
HWA
446
HMV Wealth Advisors
Louisiana
$592K +$613K +22,712 New
AIA
447
Accelerate Investment Advisors
California
$588K -$54.9K -2,033 -8%
DCM
448
Donaldson Capital Management
Indiana
$584K +$40.4K +1,498 +7%
PL
449
Plancorp LLC
Missouri
$581K -$54 -2 -0%
RMC
450
Ring Mountain Capital
California
$577K +$597K +22,130 New