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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
501
Tenret Company
Florida
$312K +$292K +13,341 New
IP
502
Ignite Planners
California
$310K
OCPWS
503
One Charles Private Wealth Services
Massachusetts
$307K -$75.8K -3,465 -21%
RWM
504
RBA Wealth Management
California
$306K -$6.04K -276 -2%
CD
505
Chapin Davis
Maryland
$305K +$70.5K +3,225 +33%
AAM
506
Austin Asset Management
Texas
$303K +$9.18K +420 +3%
GCM
507
G2 Capital Management
Ohio
$299K
IGWM
508
ICA Group Wealth Management
Colorado
$299K +$280K +12,804 New
JWM
509
Janiczek Wealth Management
Colorado
$293K -$2.43K -111 -0.9%
PNC Financial Services Group
510
PNC Financial Services Group
Pennsylvania
$293K -$213K -9,744 -44%
IC
511
IEQ Capital
California
$289K +$270K +12,360 New
GWA
512
Geometric Wealth Advisors
District of Columbia
$287K +$7.48K +342 +3%
HCM
513
Hengehold Capital Management
Ohio
$286K +$1.84K +84 +0.7%
TFA
514
Teamwork Financial Advisors
Texas
$286K -$261K -11,946 -49%
FA
515
FSA Advisors
Michigan
$284K +$266K +12,165 New
AIA
516
Allied Investment Advisors
Montana
$283K +$918 +42 +0.3%
AIM
517
AHL Investment Management
Florida
$283K
AIM
518
Acropolis Investment Management
Missouri
$279K -$29.3K -1,341 -10%
RAG
519
RIA Advisory Group
Iowa
$278K +$220K +10,062 New
PFBT
520
Parkside Financial Bank & Trust
Missouri
$277K -$2.62K -120 -1%
CW
521
CreativeOne Wealth
Kansas
$274K +$256K +11,718 New
CS
522
Crescent Sterling
Louisiana
$273K -$4.85K -222 -2%
CAP
523
Columbia Advisory Partners
Washington
$270K +$48K +2,193 +23%
CA
524
Cambridge Advisors
Nebraska
$269K +$12.1K +555 +5%
AIA
525
AIMZ Investment Advisors
California
$266K