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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
501
Silver Oak Securities
Tennessee
$283K +$9.07K +408 +3%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$283K +$67 +3 +0%
SWPG
503
Strategic Wealth Partners Group
Illinois
$280K +$18.8K +846 +7%
JWM
504
Janiczek Wealth Management
Colorado
$279K -$8.13K -366 -3%
AWM
505
Accurate Wealth Management
Florida
$277K -$7.93K -357 -3%
PWA
506
Physician Wealth Advisors
Utah
$274K -$83.7K -3,768 -23%
AIA
507
Allied Investment Advisors
Montana
$271K -$5.6K -252 -2%
CAM
508
Carret Asset Management
New York
$270K
AT
509
American Trust
Kentucky
$266K +$2.67K +120 +0.8%
HCM
510
Hengehold Capital Management
Ohio
$266K +$1.53K +69 +0.6%
AIM
511
AHL Investment Management
Florida
$265K
SAG
512
SageView Advisory Group
California
$263K +$5.07K +228 +2%
Empower Advisory Group
513
Empower Advisory Group
Colorado
$262K +$265K +11,943 New
HWA
514
Hillcrest Wealth Advisors
New Jersey
$258K
LNC
515
Lincoln National Corp
Pennsylvania
$257K -$77.7K -3,498 -23%
CS
516
Crescent Sterling
Louisiana
$256K +$21.1K +951 +9%
IAA
517
Independent Advisor Alliance
North Carolina
$253K -$90.8K -4,086 -26%
APG
518
Abacus Planning Group
South Carolina
$250K -$169K -7,590 -40%
AIA
519
AIMZ Investment Advisors
California
$249K
GWA
520
Geometric Wealth Advisors
District of Columbia
$249K +$14.4K +648 +6%
TWM
521
TriaGen Wealth Management
California
$247K -$16.5K -741 -6%
TSS
522
Two Sigma Securities
New York
$247K +$251K +11,307 New
USCWA
523
U.S. Capital Wealth Advisors
Texas
$247K -$19.9K -894 -7%
QHA
524
Quarry Hill Advisors
Minnesota
$246K -$36.3K -1,635 -13%
SC
525
Shearwater Capital
Colorado
$242K +$226K +10,158 +1,096%