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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Atomi Financial Group
New York
$70M +$1.22M +36,988 +2%
Bank of America
27
Bank of America
North Carolina
$66.9M +$999K +30,329 +2%
Creative Planning
28
Creative Planning
Kansas
$63.9M -$2.72M -82,551 -4%
SWRP
29
Summit Wealth & Retirement Planning
California
$61.9M +$1.74M +52,850 +3%
BDF
30
Black Diamond Financial
Maryland
$61.2M +$11.5M +348,437 +25%
WIA
31
World Investment Advisors
California
$60.2M -$228K -6,923 -0.4%
FMP
32
Financial Management Professionals
Texas
$59.9M -$167K -5,062 -0.3%
GG
33
GenWealth Group
New Jersey
$58.5M -$720K -21,847 -1%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$56.6M +$2.08M +63,021 +4%
UCFA
35
United Capital Financial Advisors
Texas
$55.7M -$851K -25,832 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
$54.5M +$501K +15,199 +1%
DB
37
Dravo Bay
Delaware
$50.6M +$4.12M +125,054 +9%
NCMW
38
Northern Capital Management (Washington)
Washington
$49.2M +$1.5M +45,425 +3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$46.4M +$7.67M +232,948 +21%
HWM
40
HRC Wealth Management
Idaho
$45.3M -$208K -6,301 -0.5%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$45.2M +$1.03M +31,248 +2%
XF
42
XML Financial
Maryland
$43.6M +$318K +9,650 +0.8%
SAM
43
Summit Asset Management
Tennessee
$42.6M -$251K -7,609 -0.6%
VC
44
Veery Capital
Delaware
$41.6M +$912K +27,699 +2%
MML Investors Services
45
MML Investors Services
Massachusetts
$41.3M +$8.74M +265,328 +29%
BA
46
Ballast Advisors
Minnesota
$41.1M -$469K -14,227 -1%
Cerity Partners
47
Cerity Partners
New York
$41M +$21.1M +640,992 +58%
BMWS
48
Brady Martz Wealth Solutions
North Dakota
$39.5M -$26.7K -811 -0.1%
NB
49
Nicolet Bankshares
Wisconsin
$39.2M -$2.2M -66,799 -6%
MT
50
Midwest Trust
Kansas
$39.1M -$514K -15,594 -1%