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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$35M -$231K -9,636 -0.7%
DW
27
Dodds Wealth
Colorado
$34.5M +$1.76M +73,572 +6%
GG
28
GenWealth Group
New Jersey
$33.6M +$715K +29,829 +2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$32.8M +$21M +877,023 +209%
FWP
30
FAS Wealth Partners
Kansas
$31.6M -$1.13M -47,034 -4%
NCMW
31
Northern Capital Management (Washington)
Washington
$31.1M +$5.51M +229,608 +23%
PCIA
32
Prime Capital Investment Advisors
Kansas
$30.1M +$6.1M +254,508 +27%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$29.3M -$998K -41,643 -3%
HWM
34
HRC Wealth Management
Idaho
$29M -$10.6K -441 -0%
BA
35
Ballast Advisors
Minnesota
$28.8M +$1.63M +68,037 +6%
FFN
36
Focus Financial Network
Minnesota
$28.3M -$27.3M -1,139,892 -49%
XF
37
XML Financial
Maryland
$27.6M -$264K -11,019 -1%
BPA
38
Beacon Pointe Advisors
California
$27M -$13.4K -561 -0.1%
Wells Fargo
39
Wells Fargo
California
$26.1M -$1.79M -74,700 -7%
CFG
40
Cooper Financial Group
California
$25.5M +$2.62M +109,395 +12%
TWM
41
Tradition Wealth Management
Minnesota
$25.3M +$24M +999,513 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$25M +$185K +7,707 +0.8%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24.9M -$11.8M -491,193 -33%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M -$778K -32,433 -3%
MCM
45
MAI Capital Management
Ohio
$24.4M +$13.9M +581,367 +152%
MFGP
46
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.4M +$670K +27,939 +3%
GIA
47
GHP Investment Advisors
Colorado
$23.2M +$483K +20,142 +2%
SFG
48
Sage Financial Group
Pennsylvania
$21.2M -$496K -20,688 -2%
Creative Planning
49
Creative Planning
Kansas
$20.9M -$143K -5,952 -0.7%
Cerity Partners
50
Cerity Partners
New York
$20.8M +$21.1K +879 +0.1%