We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
451
Schrum Private Wealth Management
Florida
$313K +$21.9K +924 +7%
SSW
452
Stone Summit Wealth
Florida
$312K +$2.63K +111 +0.9%
CIC
453
Carnegie Investment Counsel
Ohio
$311K +$426 +18 +0.1%
FWM
454
Focused Wealth Management
New York
$305K -$23.5K -993 -7%
OPS
455
Orion Portfolio Solutions
Nebraska
$299K -$238K -10,050 -44%
CFS
456
CRA Financial Services
New Jersey
$299K +$4.76K +201 +2%
CAM
457
Carret Asset Management
New York
$296K
AWM
458
Axxcess Wealth Management
California
$292K +$852 +36 +0.3%
B
459
Bensler
Washington
$291K +$290K +12,246 New
MS
460
Madden Securities
Texas
$289K -$49.6K -2,097 -15%
ES
461
ETF Store
Kansas
$289K +$30.4K +1,284 +11%
AIA
462
AIMZ Investment Advisors
California
$288K
TWM
463
TriaGen Wealth Management
California
$287K +$5.68K +240 +2%
TW
464
TrinityPoint Wealth
Connecticut
$287K +$285K +12,054 New
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$284K -$17K -717 -6%
HWA
466
Hillcrest Wealth Advisors
New Jersey
$281K +$279K +11,802 New
GWA
467
Geometric Wealth Advisors
District of Columbia
$279K +$278K +11,736 New
AWA
468
Acorn Wealth Advisors
Michigan
$275K +$1.14K +48 +0.4%
KIA
469
KCM Investment Advisors
California
$268K +$355 +15 +0.1%
LC
470
Landaas & Company
Wisconsin
$265K
SC
471
Shearwater Capital
Colorado
$264K -$497 -21 -2%
PPA
472
Parametric Portfolio Associates
Washington
$262K -$6.19M -261,663 -96%
WFAG
473
Wescott Financial Advisory Group
Pennsylvania
$262K +$260K +11,001 New
Vanguard Capital Wealth Advisors
474
Vanguard Capital Wealth Advisors
Colorado
$261K -$215K -9,072 -45%
YIA
475
YHB Investment Advisors
Connecticut
$261K -$10K -423 -4%