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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
501
Waterloo Capital
Texas
$457K +$46.8K +1,745 +11%
SFWC
502
Strategic Family Wealth Counselors
New Jersey
$451K +$9.88K +368 +2%
TAP
503
Tounjian Advisory Partners
Florida
$451K +$455K +16,966 New
WPA
504
Wealth Preservation Advisors
Tennessee
$449K +$453K +16,886 New
CBA
505
Coastal Bridge Advisors
Connecticut
$449K +$453K +16,874 New
SB
506
Strategic Blueprint
Georgia
$448K +$45.7K +1,701 +11%
MAM
507
Marotta Asset Management
Virginia
$446K -$236K -8,809 -61%
ZF
508
Zhang Financial
Michigan
$444K +$2.04K +76 +0.5%
LIA
509
Lynx Investment Advisory
District of Columbia
$442K +$78.1K +2,910 +21%
SSWM
510
Smith Salley Wealth Management
North Carolina
$434K -$16.6K -618 -4%
BW
511
Basepoint Wealth
Iowa
$432K -$8.51K -317 -2%
SAG
512
SageView Advisory Group
California
$430K -$19.2K -714 -4%
JPLA
513
Joseph P. Lucia & Associates
New York
$429K -$50.2K -1,869 -10%
OC
514
Oarsman Capital
Wisconsin
$428K +$99.7K +3,715 +30%
GA
515
Goldstein Advisors
Wisconsin
$428K – – –
BIM
516
Bridges Investment Management
Nebraska
$426K +$11.7K +435 +3%
TCM
517
TruNorth Capital Management
Michigan
$422K – – –
SPWM
518
Schrum Private Wealth Management
Florida
$419K -$8.96K -334 -2%
TF
519
Theory Financial
Colorado
$415K – – –
PIN
520
Prudent Investors Network
California
$412K – – –
RC
521
Roundview Capital
New Jersey
$412K – – –
WP
522
Wealthspan Partners
Iowa
$412K -$34.6K -1,289 -8%
CFD
523
Creative Financial Designs
Indiana
$411K -$58.1K -2,163 -12%
AWM
524
Avior Wealth Management
Nebraska
$407K +$8.91K +332 +2%
SIA
525
Soltis Investment Advisors
Utah
$403K +$4.54K +169 +1%
19 20
21
22 23