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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$388K +$388K +15,717 New
VA
477
Vident Advisory
Georgia
$386K +$386K +15,612 New
RC
478
Roundview Capital
New Jersey
$383K -$1.48K -60 -0.4%
MA
479
MONECO Advisors
Connecticut
$378K -$5.71K -231 -1%
WC
480
Waterloo Capital
Texas
$375K – – –
SC
481
Schoolcraft Capital
Colorado
$374K +$148K +5,994 +66%
JPLA
482
Joseph P. Lucia & Associates
New York
$372K -$124K -5,007 -25%
IF
483
Intrua Financial
Texas
$371K – – –
SIA
484
Soltis Investment Advisors
Utah
$370K – – –
LF
485
LifeSteps Financial
California
$368K -$8.38K -339 -2%
SWM
486
Schwallier Wealth Management
Michigan
$366K -$388K -15,717 -51%
KLI
487
Kelman-Lazarov Inc
Tennessee
$350K -$48.6K -1,965 -12%
HWA
488
HHM Wealth Advisors
Tennessee
$346K -$38.3K -1,548 -10%
TLA
489
Tanglewood Legacy Advisors
Texas
$345K – – –
PIMG
490
Patriot Investment Management Group
Tennessee
$344K – – –
CIA
491
Cascade Investment Advisors
Oregon
$344K +$3.48K +141 +1%
GWM
492
Geneos Wealth Management
Colorado
$341K +$74.9K +3,030 +28%
PWMG
493
Prestige Wealth Management Group
New Jersey
$341K – – –
RA
494
RFG Advisory
Alabama
$339K -$260K -10,506 -43%
TVM
495
True Vision MN
Minnesota
$337K – – –
AWM
496
Accurate Wealth Management
Florida
$336K -$222 -9 -0.1%
IAIM
497
International Assets Investment Management
Florida
$335K -$56.6K -2,289 -14%
ABC
498
Associated Banc-Corp
Wisconsin
$332K – – –
KC
499
Kades & Cheifetz
Pennsylvania
$332K – – –
MCP
500
Mirador Capital Partners
California
$330K +$13.1K +531 +4%
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