We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
501
Benjamin Edwards Inc
Missouri
$427K +$442K +16,377 New
DIS
502
Diversified Investment Strategies
Louisiana
$427K -$9.31K -345 -2%
PGAM
503
Princeton Global Asset Management
New Jersey
$424K -$27 -1 -0%
GA
504
Goldstein Advisors
Wisconsin
$420K -$34.7K -1,285 -7%
SPWM
505
Schrum Private Wealth Management
Florida
$420K -$434K -16,089 -50%
FIA
506
Foundations Investment Advisors
Arizona
$419K +$107K +3,955 +33%
WWM
507
Western Wealth Management
Colorado
$417K -$85.3K -3,158 -16%
TCM
508
TruNorth Capital Management
Michigan
$414K
BMCM
509
Bryn Mawr Capital Management
Pennsylvania
$409K -$132K -4,875 -24%
TF
510
Theory Financial
Colorado
$407K -$843K -31,236 -67%
BIM
511
Bridges Investment Management
Nebraska
$407K -$22.7K -840 -5%
Citadel Advisors
512
Citadel Advisors
Florida
$406K -$2.44M -90,282 -85%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$405K -$40.5K -1,500 -9%
PIN
514
Prudent Investors Network
California
$405K +$419K +15,518 New
RC
515
Roundview Capital
New Jersey
$405K
WC
516
Waterloo Capital
Texas
$403K +$2.43K +90 +0.6%
Empower Advisory Group
517
Empower Advisory Group
Colorado
$395K +$108K +4,008 +36%
SB
518
Strategic Blueprint
Georgia
$395K +$409K +15,153 New
GAA
519
Guardian Asset Advisors
Pennsylvania
$395K -$228K -8,460 -36%
SC
520
Schoolcraft Capital
Colorado
$394K -$270 -10 -0.1%
SWM
521
Schwallier Wealth Management
Michigan
$394K +$3.4K +126 +0.8%
KLI
522
Kelman-Lazarov Inc
Tennessee
$391K -$3.02K -112 -0.7%
SIA
523
Soltis Investment Advisors
Utah
$391K
AWM
524
Avior Wealth Management
Nebraska
$390K -$43.5K -1,613 -10%
LWM
525
Lakeridge Wealth Management
Ohio
$388K -$23.2K -860 -5%