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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
Tenret Company
Florida
$338K – – –
WP
502
Westmount Partners
California
$336K -$2.37K -99 -0.7%
IP
503
Ignite Planners
California
$333K +$72 +3 +0%
WP
504
Wealthspan Partners
Iowa
$332K +$314K +13,098 New
TVM
505
True Vision MN
Minnesota
$330K -$6.04K -252 -2%
OCPWS
506
One Charles Private Wealth Services
Massachusetts
$329K -$2.95K -123 -0.9%
AWA
507
Acorn Wealth Advisors
Michigan
$326K -$22.9K -957 -7%
MCP
508
Mirador Capital Partners
California
$325K +$43.1K +1,797 +16%
FIA
509
Foundations Investment Advisors
Arizona
$325K -$16.8K -699 -5%
GCM
510
G2 Capital Management
Ohio
$325K – – –
GWA
511
Geometric Wealth Advisors
District of Columbia
$324K +$12.4K +519 +4%
AAM
512
Austin Asset Management
Texas
$323K -$5.39K -225 -2%
SPC
513
Sigma Planning Corp
Michigan
$322K +$305K +12,729 New
AWM
514
Accurate Wealth Management
Florida
$319K -$8.56K -357 -3%
JWM
515
Janiczek Wealth Management
Colorado
$318K – – –
RWM
516
RBA Wealth Management
California
$318K -$12.8K -534 -4%
EA
517
Eudaimonia Advisors
Tennessee
$317K +$300K +12,507 New
TI
518
Truepoint Inc
Ohio
$314K +$297K +12,390 New
BRIA
519
Balanced Rock Investment Advisors
Massachusetts
$314K -$228K -9,510 -43%
IC
520
IEQ Capital
California
$313K – – –
IW
521
Imprint Wealth
South Carolina
$313K +$298K +12,423 New
HCM
522
Hengehold Capital Management
Ohio
$312K +$1.58K +66 +0.5%
EPM
523
Elm Partners Management
Pennsylvania
$311K +$295K +12,285 New
AIA
524
Allied Investment Advisors
Montana
$307K – – –
AIM
525
AHL Investment Management
Florida
$307K – – –
19 20
21
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