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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Atticus Wealth Management
Florida
$77K – – –
CFB
452
Cullen/Frost Bankers
Texas
$74K +$25.1K +1,206 +54%
AIA
453
Arcadia Investment Advisors
Idaho
$72.5K – – –
FHA
454
First Horizon Advisors
Tennessee
$70K – – –
JCM
455
Jacobi Capital Management
Pennsylvania
$69K +$65.7K +3,156 New
HR
456
Howe & Rusling
New York
$68K +$312 +15 +0.5%
MHR
457
Matthew Hamilton Rosenberg
$65K – – –
BCA
458
Berman Capital Advisors
Georgia
$63K +$125 +6 +0.2%
EK
459
Evensky & Katz
Florida
$62K -$18.2K -873 -23%
PMFA
460
Plante Moran Financial Advisors
Michigan
$61K +$11.9K +570 +25%
CAL
461
Capital Advisors Ltd
Ohio
$58K +$55.6K +2,667 New
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K +$2.19K +105 +4%
NIC
463
Northwest Investment Counselors
Oregon
$54K +$51.7K +2,484 New
CCP
464
Clarkston Capital Partners
Michigan
$52K +$10.2K +492 +26%
ACA
465
Aptus Capital Advisors
Alabama
$52K +$28.1K +1,347 +129%
AF
466
Allworth Financial
California
$52K +$42.6K +2,046 +588%
VCM
467
Versant Capital Management
Arizona
$50K -$3.19K -153 -6%
FA
468
Faithward Advisors
Pennsylvania
$50K +$47.4K +2,277 New
TCM
469
Tradewinds Capital Management
Washington
$48K – – –
MF
470
Manchester Financial
California
$48K +$21.5K +1,032 +89%
AIA
471
Armor Investment Advisors
North Carolina
$46K +$31.2K +1,500 +240%
BWA
472
BDO Wealth Advisors
Florida
$44K +$15K +720 +55%
AC
473
AlphaCore Capital
California
$43K +$62 +3 +0.2%
MAWCM
474
Mine & Arao Wealth Creation & Management
California
$42K – – –
EW
475
Evoke Wealth
California
$40K +$38.1K +1,830 New
17 18
19
20 21