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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
26
Exchange Traded Concepts
Oklahoma
$60.3M +$6.09M +208,237 +11%
Bank of America
27
Bank of America
North Carolina
$56.2M +$2.15M +73,727 +4%
CI
28
CX Institutional
Indiana
$54.7M -$1.18M -40,370 -2%
SWRP
29
Summit Wealth & Retirement Planning
California
$50.6M +$1.2M +41,098 +2%
GG
30
GenWealth Group
New Jersey
$50.2M +$3M +102,606 +7%
UCFA
31
United Capital Financial Advisors
Texas
$49.2M -$786K -26,899 -2%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$48.8M -$3.88M -132,676 -7%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$41M +$22.8M +779,645 +130%
BDF
34
Black Diamond Financial
Maryland
$40.5M +$2.64M +90,362 +7%
HWM
35
HRC Wealth Management
Idaho
$38.1M -$92.8K -3,176 -0.2%
DB
36
Dravo Bay
Delaware
$38M +$1.59M +54,469 +4%
BMWS
37
Brady Martz Wealth Solutions
North Dakota
$36.4M -$3.55M -121,492 -9%
MFG
38
MidWestOne Financial Group
Iowa
$35.2M +$1.15M +39,306 +3%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$35.1M +$1.18M +40,496 +4%
JP Morgan Chase
40
JP Morgan Chase
New York
$35.1M +$2.1M +71,834 +6%
SAM
41
Summit Asset Management
Tennessee
$34.8M +$1.84M +63,102 +6%
XF
42
XML Financial
Maryland
$34.4M -$1.74M -59,562 -5%
BPA
43
Beacon Pointe Advisors
California
$34.3M +$258K +8,829 +0.8%
BA
44
Ballast Advisors
Minnesota
$33.6M -$411K -14,074 -1%
VC
45
Veery Capital
Delaware
$33.6M +$46.3K +1,583 +0.1%
NCMW
46
Northern Capital Management (Washington)
Washington
$32.9M -$864K -29,573 -3%
FWP
47
FAS Wealth Partners
Kansas
$32.6M -$536K -18,333 -2%
MT
48
Midwest Trust
Kansas
$32.5M +$5.11M +174,676 +19%
MML Investors Services
49
MML Investors Services
Massachusetts
$31.6M +$6.02M +205,994 +24%
DW
50
Dodds Wealth
Colorado
$31.5M -$1M -34,344 -3%