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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMR
501
Wealth Management Resources
Rhode Island
$239K
CFS
502
CRA Financial Services
New Jersey
$237K +$135 +6 +0.1%
EL
503
Essex LLC
Illinois
$237K +$30.5K +1,356 +14%
CCM
504
Cutler Capital Management
Massachusetts
$236K -$6.13K -273 -2%
CA
505
Cambridge Advisors
Nebraska
$235K +$269 +12 +0.1%
LC
506
Landaas & Company
Wisconsin
$233K
AWA
507
Arkadios Wealth Advisors
Georgia
$231K +$242K +10,770 New
KBFS
508
Kohmann Bosshard Financial Services
Ohio
$231K
VCA
509
Verdence Capital Advisors
Maryland
$222K +$232K +10,341 New
IFPL
510
Investments & Financial Planning LLC
Kentucky
$222K +$1.55K +69 +0.7%
B
511
Bensler
Washington
$221K +$269 +12 +0.1%
Renaissance Technologies
512
Renaissance Technologies
New York
$219K -$404K -18,000 -64%
AFP
513
Ausdal Financial Partners
Iowa
$218K -$4.18K -186 -2%
APG
514
Abacus Planning Group
South Carolina
$217K +$202 +9 +0.1%
SC
515
Shearwater Capital
Colorado
$215K -$24.5K -1,092 -10%
IWP
516
IAG Wealth Partners
Wisconsin
$214K
RFN
517
RDA Financial Network
Iowa
$214K -$90.8K -4,041 -29%
SIA
518
SeaBridge Investment Advisors
New Jersey
$212K
RGF
519
Retirement Guys Formula
Ohio
$212K -$10.1M -448,386 -98%
CD
520
Chapin Davis
Maryland
$211K
CPIG
521
Chicago Partners Investment Group
Illinois
$210K -$15.9K -708 -7%
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$210K +$204K +9,105 +1,349%
FWM
523
Forza Wealth Management
Florida
$210K
NW
524
Naviter Wealth
Arkansas
$210K
CAP
525
Columbia Advisory Partners
Washington
$201K -$7.82K -348 -4%