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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Alesco Advisors
New York
$626K -$12.7K -436 -2%
RPGNY
502
Retirement Planning Group (New York)
New York
$624K +$106K +3,634 +21%
UFA
503
Uptown Financial Advisors
Texas
$624K -$23.1K -790 -4%
CIR
504
Clear Investment Research
Georgia
$604K – – –
SWGC
505
Summit Wealth Group (Colorado)
Colorado
$599K +$591K +20,218 New
RA
506
Resolute Advisors
California
$592K +$3.21K +110 +0.6%
LW
507
Livet Wealth
Utah
$589K +$582K +19,907 New
VWA
508
VSM Wealth Advisory
Maryland
$587K -$5.23M -178,974 -90%
GC
509
Gilbert & Cook
Iowa
$585K – – –
ACA
510
Atlas Capital Advisors
Wyoming
$585K +$577K +19,752 New
RWP
511
Revolve Wealth Partners
New Jersey
$581K -$9.21K -315 -2%
CFFP
512
Center for Financial Planning
Michigan
$578K – – –
OWP
513
Obermeyer Wealth Partners
Colorado
$573K +$29 +1 +0%
SA
514
Seneschal Advisors
Washington
$567K – – –
P
515
&Partners
Tennessee
$566K -$13.9K -475 -2%
FWM
516
Fonville Wealth Management
Virginia
$565K -$23.9K -819 -4%
DWT
517
Dorsey & Whitney Trust
South Dakota
$565K – – –
BWA
518
Beam Wealth Advisors
Louisiana
$565K -$5.2K -178 -0.9%
ACI
519
Alpha Cubed Investments
California
$558K +$4.21K +144 +0.8%
SW
520
SkyOak Wealth
Michigan
$555K -$10.5K -360 -2%
SMA
521
Sage Mountain Advisors
Georgia
$553K +$2.16K +74 +0.4%
CAL
522
Capital Analysts LLC
Pennsylvania
$545K +$72.6K +2,483 +16%
VF
523
Vawter Financial
Ohio
$540K -$35.4K -1,211 -6%
RCM
524
Radnor Capital Management
Pennsylvania
$539K – – –
WSFS
525
Wilmington Savings Fund Society
Delaware
$539K – – –
19 20
21
22 23