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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
501
Sage Mountain Advisors
Georgia
$542K – – –
HI
502
Harbour Investments
Wisconsin
$538K +$110K +3,888 +27%
RCM
503
Radnor Capital Management
Pennsylvania
$530K – – –
WSFS
504
Wilmington Savings Fund Society
Delaware
$530K – – –
NP
505
NorthRock Partners
Minnesota
$521K +$508K +17,890 New
SFG
506
Sovereign Financial Group
Connecticut
$520K -$85.1K -2,996 -14%
ZF
507
Zhang Financial
Michigan
$519K +$2.07K +73 +0.4%
GWSA
508
Global Wealth Strategies & Associates
Colorado
$515K +$503K +17,689 New
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$512K -$112K -3,958 -18%
WC
510
Waterloo Capital
Texas
$508K +$2.19K +77 +0.4%
CAM
511
Carret Asset Management
New York
$508K -$146K -5,150 -23%
RPGNY
512
Retirement Planning Group (New York)
New York
$508K +$164K +5,763 +49%
RA
513
RFG Advisory
Alabama
$507K -$324K -11,397 -40%
CWP
514
Cyndeo Wealth Partners
Florida
$506K – – –
GA
515
Goldstein Advisors
Wisconsin
$504K – – –
AIS
516
American Investment Services
Massachusetts
$504K – – –
TAP
517
Tounjian Advisory Partners
Florida
$499K +$5.03K +177 +1%
HWA
518
Heritage Wealth Architects
Minnesota
$499K +$2.47K +87 +0.5%
LIA
519
Lynx Investment Advisory
District of Columbia
$497K +$4.43K +156 +0.9%
SFWC
520
Strategic Family Wealth Counselors
New Jersey
$496K – – –
WFA
521
WMG Financial Advisors
Tennessee
$495K -$62.5K -2,199 -11%
WPC
522
Wedmont Private Capital
Pennsylvania
$492K -$31.1K -1,094 -6%
APG
523
Abacus Planning Group
South Carolina
$490K +$193K +6,785 +67%
WPA
524
Wealth Preservation Advisors
Tennessee
$487K -$1.08K -38 -0.2%
OC
525
Oarsman Capital
Wisconsin
$477K +$17.8K +627 +4%
19 20
21
22 23