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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
$329K
TGAM
502
TBH Global Asset Management
Tennessee
$329K +$55.9K +2,262 +20%
MLA
503
My Legacy Advisors
Oregon
$326K -$29.2K -1,182 -8%
WP
504
Westmount Partners
California
$326K
MCA
505
Millennium Capital Advisors
Arkansas
$326K -$7.41K -300 -2%
CGFA
506
Colton Groome Financial Advisors
North Carolina
$324K -$13.6K -552 -4%
ML
507
Mayport LLC
Massachusetts
$322K -$57.8K -2,340 -15%
SPC
508
Sigma Planning Corp
Michigan
$320K +$5.56K +225 +2%
GWA
509
Geometric Wealth Advisors
District of Columbia
$318K +$1.48K +60 +0.5%
GCM
510
G2 Capital Management
Ohio
$316K
AAM
511
Austin Asset Management
Texas
$315K
AWA
512
Acorn Wealth Advisors
Michigan
$311K -$6.89K -279 -2%
PNC Financial Services Group
513
PNC Financial Services Group
Pennsylvania
$307K +$38.4K +1,554 +14%
UAG
514
United Advisor Group
Ohio
$306K +$25.9K +1,047 +9%
JWM
515
Janiczek Wealth Management
Colorado
$306K -$4.22K -171 -1%
IP
516
Ignite Planners
California
$306K -$20.8K -840 -6%
GVAG
517
Great Valley Advisor Group
Delaware
$305K +$306K +12,366 New
BIA
518
Bell Investment Advisors
California
$305K +$305K +12,339 +45,700%
IC
519
IEQ Capital
California
$305K
HCM
520
Hengehold Capital Management
Ohio
$304K -$148 -6 -0%
EPM
521
Elm Partners Management
Pennsylvania
$303K
FA
522
FSA Advisors
Michigan
$303K +$5.34K +216 +2%
Citadel Advisors
523
Citadel Advisors
Florida
$303K -$1.97M -79,830 -87%
IAA
524
Independent Advisor Alliance
North Carolina
$302K -$51.8K -2,097 -15%
AIA
525
Allied Investment Advisors
Montana
$300K +$593 +24 +0.2%