SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
551
Legacy Bridge
Iowa
$3K – – –
BFC
552
Bedel Financial Consulting
Indiana
$2K -$16.7K -720 -89%
BC
553
Barnett & Company
Tennessee
$2K – – –
GWMIA
554
Global Wealth Management Investment Advisory
Florida
$2K – – –
CAAS
555
Capital Asset Advisory Services
Michigan
$1K – – –
CA
556
Clearstead Advisors
Ohio
$1K – – –
JFA
557
JNBA Financial Advisors
Minnesota
$1K – – –
NC
558
NewSquare Capital
Pennsylvania
$1K – – –
SW
559
SVB Wealth
Massachusetts
$1K – – –
WWM
560
Wolff Wiese Magana
California
$1K – – –
APWA
561
Atlas Private Wealth Advisors
New Jersey
$1K +$625 +27 New
BIA
562
Bell Investment Advisors
California
$1K +$625 +27 New
Optiver Holding
563
Optiver Holding
Netherlands
$1K +$1.04K +45 New
GKWIM
564
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1.87K +81 New
SCA
565
Stuart Chaussee & Associates
California
– -$20M -878,601 Closed
FC
566
Ferris Capital
Massachusetts
– -$7.36M -322,710 Closed
BHB
567
Bank Hapoalim BM
Israel
– -$14.8M -145,098 Closed
JWCA
568
J.W. Cole Advisors
Florida
– -$583K -25,581 Closed
RCM
569
Radnor Capital Management
Pennsylvania
– -$446K -19,560 Closed
Deutsche Bank
570
Deutsche Bank
Germany
– -$308K -13,536 Closed
Millennium Management
571
Millennium Management
New York
– -$283K -12,432 Closed
IB
572
Intrust Bank
Kansas
– -$226K -9,906 Closed
LBC
573
Lowe Brockenbrough & Co
Virginia
– -$220K -9,675 Closed
SWA
574
SFMG Wealth Advisors
Texas
– -$220K -9,645 Closed
BRWA
575
B. Riley Wealth Advisors
Florida
– -$210K -9,183 Closed