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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
501
Atlas Capital Advisors
Wyoming
$535K -$41K -1,561 -7%
WFA
502
WMG Financial Advisors
Tennessee
$531K +$15.1K +575 +3%
SA
503
Seneschal Advisors
Washington
$530K -$17.6K -669 -3%
DWT
504
Dorsey & Whitney Trust
South Dakota
$528K – – –
SMA
505
Sage Mountain Advisors
Georgia
$515K – – –
QCM
506
Quantinno Capital Management
New York
$514K -$258K -9,829 -35%
AFP
507
Ausdal Financial Partners
Iowa
$509K -$419K -15,927 -46%
FIA
508
Foundations Investment Advisors
Arizona
$507K +$85K +3,234 +21%
RCM
509
Radnor Capital Management
Pennsylvania
$504K – – –
WPC
510
Wedmont Private Capital
Pennsylvania
$504K -$26.2K -998 -5%
WSFS
511
Wilmington Savings Fund Society
Delaware
$504K – – –
JCIA
512
Jackson Creek Investment Advisors
Colorado
$494K -$16.8K -638 -3%
ZF
513
Zhang Financial
Michigan
$492K +$27.6K +1,050 +6%
CAP
514
Columbia Advisory Partners
Washington
$485K -$282K -10,744 -38%
TYCC
515
Texas Yale Capital Corp
Florida
$484K -$630K -23,958 -58%
CWP
516
Cyndeo Wealth Partners
Florida
$481K +$457K +17,389 New
WC
517
Waterloo Capital
Texas
$481K +$5.02K +191 +1%
GA
518
Goldstein Advisors
Wisconsin
$479K +$31.2K +1,186 +7%
AIS
519
American Investment Services
Massachusetts
$479K – – –
LAM
520
L2 Asset Management
Massachusetts
$475K +$451K +17,160 New
HWA
521
Heritage Wealth Architects
Minnesota
$471K +$448K +17,038 New
SFWC
522
Strategic Family Wealth Counselors
New Jersey
$471K +$1.31K +50 +0.3%
CBA
523
Coastal Bridge Advisors
Connecticut
$469K +$1.6K +61 +0.4%
SSW
524
Stone Summit Wealth
Florida
$468K -$51.3K -1,953 -10%
LIA
525
Lynx Investment Advisory
District of Columbia
$468K +$7.57K +288 +2%
19 20
21
22 23