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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
551
Capital Directions Investment Advisors
Georgia
-$296K -14,910 Closed
JWM
552
JFG Wealth Management
Colorado
-$284K -14,361 Closed
RWM
553
RBA Wealth Management
California
-$265K -13,347 Closed
MIAS
554
Mason Investment Advisory Services
Virginia
-$229K -11,562 Closed
KIA
555
KCM Investment Advisors
California
-$222K -11,166 Closed
SW
556
SteelPeak Wealth
California
-$213K -10,737 Closed
M&T Bank
557
M&T Bank
New York
-$211K -10,626 Closed
CA
558
Calton & Associates
Florida
-$209K -10,515 Closed
Deutsche Bank
559
Deutsche Bank
Germany
-$180K -9,081 Closed
PS
560
Planned Solutions
California
-$117K -5,880 Closed
CG
561
Cutler Group
California
-$119K -5,697 Closed
IA
562
Inspire Advisors
Idaho
-$93K -4,704 Closed
CWM
563
Curi Wealth Management
North Carolina
-$75K -3,783 Closed
TIAM2
564
Tru Independence Asset Management 2
Oregon
-$45K -2,259 Closed
HWA
565
HCR Wealth Advisors
California
-$40K -2,037 Closed
SFG
566
Sowa Financial Group
Rhode Island
-$28K -1,410 Closed
CTFG
567
Capstone Triton Financial Group
Oklahoma
-$24K -1,185 Closed
SFC
568
SYM Financial Corp
Indiana
-$23K -1,146 Closed
CCM
569
Cribstone Capital Management
Maine
-$23K -1,140 Closed
HF
570
Halpern Financial
Virginia
-$22.3K -1,125 Closed
HI
571
Human Investing
Oregon
-$22K -1,095 Closed
Citigroup
572
Citigroup
New York
-$10K -528 Closed
KCM
573
Kathmere Capital Management
Pennsylvania
-$10K -525 Closed
NL
574
NVWM LLC
Pennsylvania
-$1K -39 Closed
HDIM
575
Hanson & Doremus Investment Management
Vermont
+$125 +6 New