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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
551
Financial Synergies Wealth Advisors
Texas
$67.1K +$72.4K +3,225 New
GWANC
552
Guardian Wealth Advisors (North Carolina)
North Carolina
$67K +$72.5K +3,228 New
HR
553
Howe & Rusling
New York
$66K +$471 +21 +0.7%
MHR
554
Matthew Hamilton Rosenberg
$63K – – –
CFB
555
Cullen/Frost Bankers
Texas
$60K -$13.1K -585 -17%
AA
556
Ancora Advisors
Ohio
$60K +$4.44K +198 +7%
EK
557
Evensky & Katz
Florida
$59K +$404 +18 +0.6%
KA
558
Kozak & Associates
Colorado
$57K -$135 -6 -0.2%
CPFP
559
Clear Perspectives Financial Planning
Ohio
$56K – – –
NIC
560
Northwest Investment Counselors
Oregon
$52K – – –
VVP
561
Venture Visionary Partners
Ohio
$51.1K +$55.1K +2,454 New
LFA
562
Level Financial Advisors
New York
$50K -$14.6K -651 -21%
M
563
MOTCO
Texas
$47K – – –
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$43.4K +1,935 +576%
CT
565
Caldwell Trust
Florida
$46.5K +$50.2K +2,235 New
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K – – –
ICM
567
Islay Capital Management
Texas
$45K -$40.4K -1,800 -45%
VCM
568
Versant Capital Management
Arizona
$45K +$13.9K +621 +40%
CIA
569
Cascade Investment Advisors
Oregon
$44.4K +$135 +6 +0.3%
AIA
570
Armor Investment Advisors
North Carolina
$44K – – –
CCP
571
Clarkston Capital Partners
Michigan
$44K +$1.28K +57 +3%
MAWCM
572
Mine & Arao Wealth Creation & Management
California
$41K +$269 +12 +0.6%
VNA
573
Valley National Advisers
Pennsylvania
$41K +$30.1K +1,341 +227%
AWM
574
Atticus Wealth Management
Florida
$40K – – –
AC
575
AlphaCore Capital
California
$40K +$67 +3 +0.2%
21 22
23
24 25