We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
26
GenWealth Group
New Jersey
$37.8M -$296K -12,507 -0.8%
VWA
27
Visionary Wealth Advisors
Illinois
$37.2M +$9.24M +390,045 +34%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$34.4M +$2.71M +114,309 +9%
HighTower Advisors
29
HighTower Advisors
Illinois
$33.6M +$1.74M +73,647 +6%
PMG
30
ProVise Management Group
Florida
$30.7M +$813K +34,338 +3%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$30.2M
Bank of America
32
Bank of America
North Carolina
$29.9M -$405K -17,109 -1%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.6M -$861K -36,351 -3%
BA
34
Ballast Advisors
Minnesota
$28.2M +$82K +3,462 +0.3%
NFG
35
Nadler Financial Group
Illinois
$24.7M +$37.9K +1,599 +0.2%
MM
36
Main Management
California
$23.5M +$1.19M +50,142 +5%
SAMC
37
Spectrum Asset Management (California)
California
$23.4M +$309K +13,032 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$23.4M +$10.9M +458,286 +92%
MFGP
39
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.2M +$1.07M +45,294 +5%
ASI
40
Advisory Services & Investments
Oregon
$21M -$217K -9,177 -1%
AG
41
Appleton Group
Wisconsin
$20.5M -$609K -25,725 -3%
SA
42
Scarborough Advisors
Maryland
$19.9M +$19.3M +815,496 New
FMP
43
Financial Management Professionals
Texas
$19.9M +$872K +36,807 +5%
TWM
44
Tradition Wealth Management
Minnesota
$19.6M +$158K +6,681 +0.8%
SAM
45
Summit Asset Management
Tennessee
$19.5M +$310K +13,071 +2%
MGIA
46
Moneta Group Investment Advisors
Missouri
$19.5M +$1.82M +76,959 +11%
SWRP
47
Summit Wealth & Retirement Planning
California
$19M +$1.44M +60,939 +9%
ACA
48
Ackerman Capital Advisors
Texas
$18.9M -$628K -26,499 -3%
CAN
49
Cetera Advisor Networks
California
$18M +$1.36M +57,588 +8%
CI
50
CX Institutional
Indiana
$17.9M +$546K +23,049 +3%