We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
501
Geometric Wealth Advisors
District of Columbia
$223K -$8.33K -387 -3%
KIA
502
KCM Investment Advisors
California
$220K +$517 +24 +0.2%
FFWM
503
Future Financial Wealth Management
Ohio
$218K – – –
SC
504
Shearwater Capital
Colorado
$216K -$1.03K -48 -5%
YIA
505
YHB Investment Advisors
Connecticut
$215K -$2.13K -99 -0.9%
LC
506
Landaas & Company
Wisconsin
$212K – – –
KBFS
507
Kohmann Bosshard Financial Services
Ohio
$210K -$40.5K -1,881 -15%
RTS
508
Round Table Services
New Jersey
$209K +$231K +10,716 New
BF
509
BOK Financial
Oklahoma
$207K +$646 +30 +0.3%
MS
510
Madden Securities
Texas
$206K -$8.65K -402 -4%
TIA
511
Tiemann Investment Advisors
California
$203K – – –
MWAM
512
Manhattan West Asset Management
California
$202K -$12.5K -579 -5%
IWP
513
IAG Wealth Partners
Wisconsin
$195K – – –
WPA
514
West Paces Advisors
Georgia
$193K +$77.5K +3,600 +57%
AIA
515
Arcadia Investment Advisors
Idaho
$191K +$139K +6,465 +194%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K -$54.3K -2,520 -22%
CAL
517
Capital Analysts LLC
Pennsylvania
$190K – – –
JWA
518
JFS Wealth Advisors
Pennsylvania
$169K +$4.33K +201 +2%
SIC
519
Salem Investment Counselors
North Carolina
$169K +$25.9K +1,203 +16%
MTIC
520
Missouri Trust & Investment Company
Missouri
$162K -$15.8K -735 -8%
AIM
521
Anchor Investment Management
South Carolina
$159K +$129 +6 +0.1%
FRA
522
Front Row Advisors
California
$153K – – –
EC
523
EdgeRock Capital
Colorado
$153K +$169K +7,845 New
TWA
524
TCI Wealth Advisors
Arizona
$135K – – –
SWM
525
Spire Wealth Management
Virginia
$117K -$688K -31,947 -84%
19 20
21
22 23