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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
26
FAS Wealth Partners
Kansas
$33M -$2.42M -110,823 -7%
Bank of America
27
Bank of America
North Carolina
$32.5M +$4.54M +207,999 +17%
Ameriprise
28
Ameriprise
Minnesota
$30.6M -$8.93M -408,951 -23%
GG
29
GenWealth Group
New Jersey
$28.9M +$238K +10,887 +0.8%
SWRP
30
Summit Wealth & Retirement Planning
California
$28.8M -$481K -22,020 -2%
FFN
31
Focus Financial Network
Minnesota
$27.5M +$30.1K +1,380 +0.1%
BA
32
Ballast Advisors
Minnesota
$25.8M -$1.72M -78,603 -6%
BPA
33
Beacon Pointe Advisors
California
$24.3M +$1.54M +70,356 +7%
US Bancorp
34
US Bancorp
Minnesota
$22.7M -$6.57M -300,807 -23%
JP Morgan Chase
35
JP Morgan Chase
New York
$22.5M +$4.21M +192,735 +24%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.3M -$34.3K -1,572 -0.2%
MML Investors Services
37
MML Investors Services
Massachusetts
$22.2M +$5.01M +229,515 +30%
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$22.1M +$364K +16,674 +2%
Wells Fargo
39
Wells Fargo
California
$21.3M -$6.74M -308,799 -25%
NCMW
40
Northern Capital Management (Washington)
Washington
$21.2M +$677K +31,008 +3%
XF
41
XML Financial
Maryland
$21M +$3.71M +170,073 +22%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.6M +$391K +17,901 +2%
CI
43
CX Institutional
Indiana
$19.6M -$11.2M -513,255 -37%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$19.5M +$9.91M +453,696 +108%
GIA
45
GHP Investment Advisors
Colorado
$19.5M +$733K +33,558 +4%
Lido Advisors
46
Lido Advisors
California
$19.2M -$4.26M -194,886 -19%
Creative Planning
47
Creative Planning
Kansas
$19M -$995K -45,582 -5%
SFG
48
Sage Financial Group
Pennsylvania
$18.4M -$380K -17,394 -2%
Cerity Partners
49
Cerity Partners
New York
$17.8M +$546K +24,993 +3%
CAN
50
Cetera Advisor Networks
California
$17.6M -$74.9K -3,432 -0.4%