SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Shakespeare Wealth Management
Wisconsin
$221K +$217K +10,038 New
IWP
552
IAG Wealth Partners
Wisconsin
$220K – – –
SIA
553
SeaBridge Investment Advisors
New Jersey
$217K +$214K +9,870 New
CL
554
Choreo LLC
Illinois
$215K +$212K +9,789 New
FWM
555
Forza Wealth Management
Florida
$215K +$211K +9,768 New
CAL
556
Capital Analysts LLC
Pennsylvania
$214K – – –
SC
557
Schoolcraft Capital
Colorado
$213K +$210K +9,699 New
GC
558
Grimes & Company
Massachusetts
$212K -$199K -9,210 -49%
SIG
559
Stonegate Investment Group
Alabama
$210K +$206K +9,534 New
FCM
560
Firestone Capital Management
Florida
$206K +$203K +9,381 New
GVAG
561
Great Valley Advisor Group
Delaware
$206K +$203K +9,384 New
LBC
562
Lowe Brockenbrough & Co
Virginia
$204K +$200K +9,255 New
PFM
563
Parsec Financial Management
North Carolina
$203K +$200K +9,231 New
AIA
564
Arcadia Investment Advisors
Idaho
$202K -$13.1K -603 -6%
JWA
565
JFS Wealth Advisors
Pennsylvania
$191K – – –
SIC
566
Salem Investment Counselors
North Carolina
$190K – – –
TWA
567
TCI Wealth Advisors
Arizona
$188K +$35.7K +1,650 +24%
CA
568
CoreCap Advisors
Michigan
$181K +$178K +8,238 New
AIM
569
Anchor Investment Management
South Carolina
$181K +$2.01K +93 +1%
MTIC
570
Missouri Trust & Investment Company
Missouri
$169K -$13.4K -618 -7%
WPA
571
West Paces Advisors
Georgia
$139K -$77.9K -3,600 -36%
FWA
572
Freedom Wealth Alliance
Wisconsin
$135K +$133K +6,150 New
PFBT
573
Parkside Financial Bank & Trust
Missouri
$134K +$19.4K +897 +17%
FRA
574
Front Row Advisors
California
$128K -$43.8K -2,025 -26%
CA
575
Clearstead Advisors
Ohio
$126K +$86.2K +3,981 +229%
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