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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.7M -$495K -33,627 -22%
Betterment LLC
27
Betterment LLC
New York
$1.56M +$726K +49,302 +83%
STMM
28
South Texas Money Management
Texas
$1.54M +$70.7K +4,806 +5%
CAM
29
Concorde Asset Management
Michigan
$1.5M -$1.73M -117,852 -53%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.44M -$3.25M -220,872 -69%
SFSG
31
Stearns Financial Services Group
North Carolina
$1.44M +$58.9K +4,002 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.37M +$98K +6,660 +8%
LYV
33
Live Your Vision
Pennsylvania
$1.35M -$619K -42,087 -31%
PMG
34
ProVise Management Group
Florida
$1.33M -$1.91M -129,708 -58%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.33M +$922K +62,640 +210%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$1.22M -$1.4M -94,926 -53%
Wells Fargo
37
Wells Fargo
California
$1.21M -$162K -11,037 -12%
Morgan Stanley
38
Morgan Stanley
New York
$1.13M +$4.37K +297 +0.4%
Mariner
39
Mariner
Kansas
$994K -$116K -7,869 -10%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$982K +$109K +7,416 +12%
Ameriprise
41
Ameriprise
Minnesota
$930K +$52K +3,534 +6%
SC
42
Savant Capital
Illinois
$916K +$185K +12,603 +25%
BCI
43
Brinker Capital Investments
Pennsylvania
$869K +$9.27K +630 +1%
TF
44
Trutina Financial
Washington
$856K +$497K +33,759 +130%
CCM
45
Carlson Capital Management
Minnesota
$854K
GHA
46
GW Henssler & Associates
Georgia
$764K +$325K +22,065 +71%
AW
47
ACG Wealth
Georgia
$758K -$214K -14,535 -22%
SI
48
SII Investments
Wisconsin
$753K +$218K +14,787 +40%
TH
49
Timber Hill
Connecticut
$704K -$83.4K -5,667 -10%
SIA
50
Starfire Investment Advisers
Michigan
$677K -$10.8K -735 -2%