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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
$30.7M -$1.1M -49,197 -3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$29.9M -$3.06M -136,170 -9%
SWRP
28
Summit Wealth & Retirement Planning
California
$29.2M +$1.56M +69,498 +5%
Ameriprise
29
Ameriprise
Minnesota
$28.8M -$658K -29,304 -2%
GG
30
GenWealth Group
New Jersey
$27.2M -$575K -25,602 -2%
FFN
31
Focus Financial Network
Minnesota
$26.4M -$39.9K -1,776 -0.1%
BPA
32
Beacon Pointe Advisors
California
$25.1M +$1.81M +80,439 +7%
CI
33
CX Institutional
Indiana
$23.8M +$5.12M +228,093 +26%
BA
34
Ballast Advisors
Minnesota
$23.6M -$1.27M -56,772 -5%
XF
35
XML Financial
Maryland
$23M +$3M +133,707 +14%
NCMW
36
Northern Capital Management (Washington)
Washington
$21.1M +$748K +33,297 +4%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$754K -33,564 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$20.4M +$1.78M +79,335 +9%
JP Morgan Chase
39
JP Morgan Chase
New York
$20.2M -$1.48M -65,685 -7%
Wells Fargo
40
Wells Fargo
California
$19.9M -$609K -27,108 -3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$19.7M +$3.6M +160,092 +21%
BCIM
42
Bishop & Co Investment Management
Pennsylvania
$19.4M -$1.27M -56,463 Closed
MFGP
43
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M -$584K -25,983 -3%
US Bancorp
44
US Bancorp
Minnesota
$19.2M -$2.74M -121,806 -12%
MML Investors Services
45
MML Investors Services
Massachusetts
$18.7M -$2.76M -123,084 -12%
Creative Planning
46
Creative Planning
Kansas
$18.6M +$307K +13,689 +2%
GIA
47
GHP Investment Advisors
Colorado
$18.6M +$409K +18,225 +2%
SFG
48
Sage Financial Group
Pennsylvania
$17.3M -$371K -16,521 -2%
CAN
49
Cetera Advisor Networks
California
$16.8M -$110K -4,896 -0.6%
Lido Advisors
50
Lido Advisors
California
$16.3M -$2.24M -99,687 -12%