We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
451
Everett Harris & Co
California
$714K
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$709K -$46.1K -1,754 -6%
C
453
Certuity
Florida
$705K +$670K +25,482 New
RSWA
454
Robinson Smith Wealth Advisors
Maine
$704K
PAS
455
Park Avenue Securities
New York
$698K +$73.7K +2,804 +13%
FAG
456
Fortitude Advisory Group
Washington
$685K +$10.1K +383 +2%
WAM
457
WNY Asset Management
New York
$685K +$138K +5,250 +27%
Comerica Bank
458
Comerica Bank
Texas
$682K -$2.58K -98 -0.4%
WF
459
Womack Financial
Texas
$681K +$11.1K +421 +2%
CIP
460
Capital Insight Partners
Arizona
$680K -$13K -496 -2%
SQA
461
Simon Quick Advisors
New Jersey
$676K -$20.3K -771 -3%
AA
462
Aire Advisors
California
$674K +$15K +570 +2%
ACI
463
Alpha Cubed Investments
California
$671K +$95.7K +3,643 +18%
AWMG
464
Alliance Wealth Management Group
New Jersey
$671K
TCM
465
Towercrest Capital Management
Pennsylvania
$671K
GWM
466
GSB Wealth Management
Connecticut
$670K -$6.94K -264 -1%
BJL
467
Brighton Jones LLC
Washington
$669K +$125K +4,773 +25%
VWA
468
VSM Wealth Advisory
Maryland
$667K +$488K +18,568 +436%
MCM
469
MidAtlantic Capital Management
Virginia
$667K -$14.6K -554 -2%
Kovitz Investment Group Partners
470
Kovitz Investment Group Partners
Illinois
$655K -$13.5K -513 -2%
SWM
471
Sculati Wealth Management
Michigan
$655K -$135K -5,124 -18%
LF
472
Lantz Financial
Illinois
$653K
TRCT
473
Tower Research Capital (TRC)
New York
$650K +$617K +23,482 New
RMC
474
Ring Mountain Capital
California
$648K +$1.58K +60 +0.3%
WMG
475
WESCAP Management Group
California
$641K +$83.8K +3,188 +16%