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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
451
Santori & Peters Inc
Pennsylvania
$822K +$1.26K +43 +0.2%
BFO
452
Biltmore Family Office
North Carolina
$816K – – –
TGAM
453
TBH Global Asset Management
Tennessee
$786K +$518K +17,723 +160%
PCMNC
454
Piedmont Capital Management (North Carolina)
North Carolina
$786K +$776K +26,550 New
EHC
455
Everett Harris & Co
California
$782K +$11.7K +400 +2%
WDL
456
Well Done LLC
Michigan
$778K – – –
NAMNJ
457
NorthStar Asset Management (New Jersey)
New Jersey
$776K +$3.8K +130 +0.5%
VH
458
Visionary Horizons
Tennessee
$775K +$312K +10,674 +69%
PS
459
Principal Securities
Iowa
$774K +$53K +1,814 +7%
SEIA
460
Signature Estate & Investment Advisors
California
$761K -$27.5K -942 -4%
MAM
461
Marquette Asset Management
Minnesota
$760K -$91.1K -3,116 -11%
RSWA
462
Robinson Smith Wealth Advisors
Maine
$754K – – –
SPL
463
Smart Portfolios LLC
Washington
$750K – – –
BFP
464
Birchwood Financial Partners
Minnesota
$740K +$730K +24,990 New
SQA
465
Simon Quick Advisors
New Jersey
$732K +$3.98K +136 +0.6%
BFS
466
Burkett Financial Services
South Carolina
$728K -$106K -3,618 -13%
MAG
467
Mayfair Advisory Group
Alabama
$726K +$3.92K +134 +0.6%
BIP
468
Blueprint Investment Partners
North Carolina
$724K – – –
FAG
469
Fortitude Advisory Group
Washington
$723K +$12.6K +431 +2%
HW
470
Hancock Whitney
Mississippi
$719K +$710K +24,277 New
AWMG
471
Alliance Wealth Management Group
New Jersey
$718K – – –
TCM
472
Towercrest Capital Management
Pennsylvania
$718K – – –
GWM
473
GSB Wealth Management
Connecticut
$715K +$29 +1 +0%
MCM
474
MidAtlantic Capital Management
Virginia
$713K – – –
SCA
475
Stonebridge Capital Advisors
Minnesota
$709K -$120K -4,094 -15%
17 18
19
20 21