We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
Schoolcraft Capital
Colorado
$209K -$2.93K -132 -1%
FG
552
Foster Group
Iowa
$207K +$211K +9,489 New
MWM
553
Mission Wealth Management
California
$207K -$217K -9,765 -51%
CWM
554
Curi Wealth Management
North Carolina
$207K -$15.8K -711 -7%
FCM
555
Firestone Capital Management
Florida
$206K +$1.27K +57 +0.6%
GVAG
556
Great Valley Advisor Group
Delaware
$205K +$200 +9 +0.1%
ASFA
557
All Season Financial Advisors
Colorado
$205K +$208K +9,360 New
SIG
558
Stonegate Investment Group
Alabama
$204K -$4.8K -216 -2%
BP
559
Ballentine Partners
Massachusetts
$203K +$207K +9,300 New
PFM
560
Parsec Financial Management
North Carolina
$202K – – –
TIA
561
Tiemann Investment Advisors
California
$201K -$26.7K -1,200 -12%
CAMG
562
CWA Asset Management Group
Florida
$201K +$204K +9,177 New
AIA
563
Arcadia Investment Advisors
Idaho
$190K -$11.3K -510 -6%
SIC
564
Salem Investment Counselors
North Carolina
$189K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$187K -$3.4K -153 -2%
SIS
566
Strategic Investment Solutions
Illinois
$185K +$188K +8,460 New
MTIC
567
Missouri Trust & Investment Company
Missouri
$168K – – –
AIM
568
Anchor Investment Management
South Carolina
$167K -$13.3K -597 -7%
FRA
569
Front Row Advisors
California
$165K +$38.3K +1,725 +30%
TWA
570
TCI Wealth Advisors
Arizona
$151K -$36.7K -1,650 -19%
PFM
571
Phillips Financial Management
Indiana
$148K +$39.1K +1,761 +35%
CCM
572
Chilton Capital Management
Texas
$140K +$142K +6,399 New
WPA
573
West Paces Advisors
Georgia
$138K – – –
WP
574
WealthPLAN Partners
Nebraska
$130K +$132K +5,934 New
CA
575
Clearstead Advisors
Ohio
$126K +$800 +36 +0.6%
21 22
23
24 25