We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$384K +$37.9K +1,752 +11%
BC
452
Bartlett & Co
Ohio
$384K +$37.9K +1,752 +11%
CAI
453
Capital Advisors Inc
Oklahoma
$383K +$377K +17,400 New
DPI
454
Diversified Portfolios Inc
Michigan
$383K -$150K -6,918 -28%
OCPWS
455
One Charles Private Wealth Services
Massachusetts
$383K – – –
EHC
456
Everett Harris & Co
California
$381K +$6.43K +297 +2%
DFA
457
DHJJ Financial Advisors
Illinois
$379K -$116K -5,367 -24%
DW
458
Domani Wealth
Pennsylvania
$378K -$3.64K -168 -1%
SSW
459
Stone Summit Wealth
Florida
$375K -$173K -7,977 -32%
LF
460
LifeSteps Financial
California
$372K -$97.9K -4,524 -21%
EH
461
Equitable Holdings
New York
$372K +$71.1K +3,285 +24%
CFFP
462
Center for Financial Planning
Michigan
$372K – – –
AAS
463
Annex Advisory Services
Wisconsin
$368K -$13.7K -633 -4%
BIA
464
Bigelow Investment Advisors
Maine
$367K +$107K +4,935 +42%
PWA
465
Physician Wealth Advisors
Utah
$365K – – –
BIM
466
Bridges Investment Management
Nebraska
$363K -$2.27K -105 -0.6%
SQA
467
Simon Quick Advisors
New Jersey
$363K +$2.47K +114 +0.7%
PGAM
468
Princeton Global Asset Management
New Jersey
$363K -$1.04K -48 -0.3%
GA
469
Goldstein Advisors
Wisconsin
$356K +$350K +16,176 New
EP
470
Eudaimonia Partners
Tennessee
$355K +$7.47K +345 +2%
APW
471
Aurora Private Wealth
New Jersey
$355K -$141K -6,528 -29%
DIS
472
Diversified Investment Strategies
Louisiana
$353K +$16.2K +750 +5%
SPWM
473
Schrum Private Wealth Management
Florida
$353K +$65 +3 +0%
GG
474
Gofen & Glossberg
Illinois
$353K -$6.63K -306 -2%
MA
475
MONECO Advisors
Connecticut
$348K -$8.25K -381 -2%
17 18
19
20 21