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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
551
Kohmann Bosshard Financial Services
Ohio
$272K – – –
PWA
552
Physician Wealth Advisors
Utah
$272K – – –
MFG
553
Merit Financial Group
Georgia
$271K +$266K +11,100 New
AIM
554
AMI Investment Management
Indiana
$271K +$19.3K +804 +8%
SFWC
555
Strategic Family Wealth Counselors
New Jersey
$270K – – –
USCWA
556
U.S. Capital Wealth Advisors
Texas
$267K +$253K +10,533 New
VCA
557
Verdence Capital Advisors
Maryland
$265K +$1.29K +54 +0.5%
APG
558
Abacus Planning Group
South Carolina
$264K +$5.68K +237 +2%
DFA
559
DHJJ Financial Advisors
Illinois
$262K -$216 -9 -0.1%
CAM
560
Clark Asset Management
New Hampshire
$262K – – –
IFPL
561
Investments & Financial Planning LLC
Kentucky
$260K +$72 +3 +0%
GI
562
GS Investments
Minnesota
$260K -$575 -24 -0.2%
AFP
563
Ausdal Financial Partners
Iowa
$257K +$72 +3 +0%
CRC
564
Curi RMB Capital
Illinois
$255K +$241K +10,050 New
SC
565
Shearwater Capital
Colorado
$253K – – –
IWP
566
IAG Wealth Partners
Wisconsin
$253K – – –
SIA
567
SeaBridge Investment Advisors
New Jersey
$250K – – –
PS
568
Principal Securities
Iowa
$248K -$13.2K -552 -5%
SWPG
569
Strategic Wealth Partners Group
Illinois
$248K -$17.3K -723 -7%
FWM
570
Forza Wealth Management
Florida
$247K – – –
KPWG
571
KFA Private Wealth Group
Virginia
$246K +$233K +9,726 New
B
572
Bensler
Washington
$246K +$216 +9 +0.1%
EFN
573
Equita Financial Network
Pennsylvania
$246K +$233K +9,711 New
PVI
574
Pine Valley Investments
New Jersey
$244K -$23.1K -963 -9%
PA
575
PFG Advisors
Arizona
$241K +$228K +9,504 New
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