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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
551
Seneschal Advisors
Washington
$660K -$6.59K -200 -1%
ZF
552
Zhang Financial
Michigan
$655K +$1.98K +60 +0.3%
SW
553
SkyOak Wealth
Michigan
$652K – – –
LW
554
Livet Wealth
Utah
$649K +$1.42K +43 +0.2%
FWM
555
Fonville Wealth Management
Virginia
$647K -$7.97K -242 -1%
AAS
556
Ameritas Advisory Services
Nebraska
$643K -$2.58M -78,420 -81%
CAL
557
Capital Analysts LLC
Pennsylvania
$640K -$3.43K -104 -0.6%
BFS
558
Burkett Financial Services
South Carolina
$639K +$2.73K +83 +0.5%
CAM
559
Carret Asset Management
New York
$636K – – –
RCM
560
Radnor Capital Management
Pennsylvania
$634K – – –
WSFS
561
Wilmington Savings Fund Society
Delaware
$634K – – –
NP
562
NorthRock Partners
Minnesota
$629K -$1.75K -53 -0.3%
IAIM
563
International Assets Investment Management
Florida
$627K +$99 +3 +0%
EPM
564
Elm Partners Management
Pennsylvania
$623K +$593 +18 +0.1%
LWM
565
LongView Wealth Management
Georgia
$622K -$341K -10,365 -37%
GA
566
Goldstein Advisors
Wisconsin
$619K – – –
RL
567
Retireful LLC
Michigan
$618K +$585K +17,760 New
SFWC
568
Strategic Family Wealth Counselors
New Jersey
$618K +$14.2K +430 +2%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$616K +$3.52K +107 +0.6%
KFAS
570
Keating Financial Advisory Services
Kansas
$601K +$362 +11 +0.1%
FB
571
Fulton Bank
Pennsylvania
$589K +$5.01K +152 +0.9%
BW
572
Basepoint Wealth
Iowa
$588K +$2.5K +76 +0.5%
HWA
573
Heritage Wealth Architects
Minnesota
$586K – – –
LIA
574
Lynx Investment Advisory
District of Columbia
$569K -$5.14K -156 -0.9%
CIA
575
Cascade Investment Advisors
Oregon
$564K +$20.3K +616 +4%
21 22
23
24 25