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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
526
American Trust
Kentucky
$257K +$339K +15,657 New
WWA
527
WC Walker & Associates
California
$253K
B
528
Bensler
Washington
$252K -$17.9K -828 -7%
AIA
529
AIMZ Investment Advisors
California
$251K -$15.1K -696 -6%
CFS
530
CRA Financial Services
New Jersey
$249K -$30K -1,386 -11%
KIA
531
KCM Investment Advisors
California
$249K +$455 +21 +0.2%
KIG
532
Kowal Investment Group
Wisconsin
$247K +$243K +11,208 New
CAM
533
Clark Asset Management
New Hampshire
$244K +$240K +11,106 New
SC
534
Shearwater Capital
Colorado
$244K +$1.95K +90 +11%
YIH
535
Y-Intercept (HK)
Hong Kong
$241K +$237K +10,932 New
PCA
536
Personal Capital Advisors
California
$239K +$235K +10,875 New
LC
537
Landaas & Company
Wisconsin
$239K
AA
538
Advisory Alpha
Michigan
$239K +$235K +10,860 New
YIA
539
YHB Investment Advisors
Connecticut
$239K -$4.22K -195 -2%
PL
540
Plancorp LLC
Missouri
$237K -$55.3K -2,556 -19%
KBFS
541
Kohmann Bosshard Financial Services
Ohio
$237K
CS
542
Crescent Sterling
Louisiana
$237K +$233K +10,752 New
GWA
543
Geometric Wealth Advisors
District of Columbia
$236K -$15.3K -705 -6%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$235K +$133K +6,144 +136%
BS
545
Boenning & Scattergood
Pennsylvania
$232K +$211K +9,732 New
Renaissance Technologies
546
Renaissance Technologies
New York
$231K -$604K -27,900 -73%
TIA
547
Tiemann Investment Advisors
California
$229K
CWM
548
Curi Wealth Management
North Carolina
$224K +$220K +10,170 New
IFPL
549
Investments & Financial Planning LLC
Kentucky
$222K +$219K +10,110 New
KMWM
550
Keudell/Morrison Wealth Management
Oregon
$222K +$218K +10,077 New