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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
PFG Advisors
Arizona
$273K +$38.5K +1,560 +16%
CA
552
Continuum Advisory
Idaho
$271K -$30.5K -1,236 -10%
Empower Advisory Group
553
Empower Advisory Group
Colorado
$270K -$18.2K -735 -6%
CCM
554
Coldstream Capital Management
Washington
$269K +$269K +10,893 New
LC
555
Landaas & Company
Wisconsin
$268K
PCA
556
Prosperity Capital Advisors
Ohio
$264K -$203K -8,232 -43%
FIA
557
Foundations Investment Advisors
Arizona
$264K -$52.7K -2,133 -17%
NFG
558
Nations Financial Group
Iowa
$264K -$115K -4,641 -30%
SFWC
559
Strategic Family Wealth Counselors
New Jersey
$263K
OC
560
Oarsman Capital
Wisconsin
$263K +$60.6K +2,454 +30%
FA
561
FF Advisors
California
$261K +$261K +10,560 New
FFS
562
Founders Financial Securities
Maryland
$259K +$259K +10,470 New
APG
563
Abacus Planning Group
South Carolina
$258K
MFC
564
Morris Financial Concepts
South Carolina
$257K -$96.3K -3,897 -27%
KBFS
565
Kohmann Bosshard Financial Services
Ohio
$256K -$9.19K -372 -3%
VCA
566
Verdence Capital Advisors
Maryland
$255K -$2.96K -120 -1%
CAM
567
Clark Asset Management
New Hampshire
$255K
Bank of New York Mellon
568
Bank of New York Mellon
New York
$255K +$255K +10,314 New
IFPL
569
Investments & Financial Planning LLC
Kentucky
$252K -$1.85K -75 -0.7%
DFA
570
DHJJ Financial Advisors
Illinois
$249K -$6.08K -246 -2%
HWA
571
Hillcrest Wealth Advisors
New Jersey
$247K -$22.2K -900 -8%
CRC
572
Curi RMB Capital
Illinois
$247K -$1.41K -57 -0.6%
SC
573
Shearwater Capital
Colorado
$247K
SIA
574
SeaBridge Investment Advisors
New Jersey
$244K
FWM
575
Forza Wealth Management
Florida
$241K