We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$7.35M -$76.1K -4,578 -1%
GIA
27
GHP Investment Advisors
Colorado
$7.33M +$582K +35,010 +9%
CAN
28
Cetera Advisor Networks
California
$6.7M +$320K +19,251 +5%
Wells Fargo
29
Wells Fargo
California
$6.63M -$272K -16,362 -4%
NFG
30
Nadler Financial Group
Illinois
$5.93M +$324K +19,503 +6%
AI
31
Atria Investments
North Carolina
$5.86M -$1.22M -73,647 -17%
IAS
32
IMA Advisory Services
Colorado
$5.66M -$132K -7,911 -2%
FWP
33
FAS Wealth Partners
Kansas
$5.5M +$421K +25,341 +8%
MA
34
MUFG Americas
New York
$5.44M +$704K +42,345 +15%
I
35
INVST
Indiana
$5.44M +$5.46M +328,248 New
MFT
36
Moisand Fitzgerald Tamayo
Florida
$5.08M +$153K +9,225 +3%
PCM
37
Peak Capital Management
Colorado
$5.04M +$5.01M +301,467 New
Mariner
38
Mariner
Kansas
$5.03M +$101K +6,078 +2%
GWA
39
Guidant Wealth Advisors
Illinois
$4.58M +$291K +17,502 +7%
SFA
40
Sequoia Financial Advisors
Ohio
$4.55M +$186K +11,184 +4%
MIAN
41
Mariner Independent Advisor Network
Kansas
$4.38M +$4.35M +261,591 New
Ameriprise
42
Ameriprise
Minnesota
$4.27M +$1.91M +114,930 +82%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.83M +$936K +56,301 +33%
PV
44
Private Vista
Illinois
$3.7M -$77.3K -4,650 -2%
PMG
45
ProVise Management Group
Florida
$3.04M -$1.07M -64,335 -26%
BCI
46
Brinker Capital Investments
Pennsylvania
$2.98M +$35.8K +2,151 +1%
CCM
47
Condor Capital Management
New Jersey
$2.92M +$106K +6,384 +4%
ICOA
48
Investment Centers of America
North Dakota
$2.76M +$44.4K +2,670 +2%
NPC
49
National Planning Corporation
California
$2.73M +$1.04M +62,682 +63%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2.72M +$15.3K +918 +0.6%