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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
551
Truepoint Inc
Ohio
$290K -$31.3K -1,218 -10%
FA
552
FF Advisors
California
$287K +$543K +21,120 +200%
SFWC
553
Strategic Family Wealth Counselors
New Jersey
$285K – – –
HI
554
Harbour Investments
Wisconsin
$284K +$60.3K +2,349 +29%
OC
555
Oarsman Capital
Wisconsin
$283K -$1.7K -66 -0.6%
APG
556
Abacus Planning Group
South Carolina
$283K +$3.47K +135 +1%
CAL
557
Capital Analysts LLC
Pennsylvania
$282K +$77.1K +3,003 +40%
PCA
558
Prosperity Capital Advisors
Ohio
$282K -$4.93K -192 -2%
SPC
559
Sigma Planning Corp
Michigan
$279K -$65.3K -2,541 -20%
PS
560
Principal Securities
Iowa
$279K +$19.6K +762 +8%
KBFS
561
Kohmann Bosshard Financial Services
Ohio
$278K – – –
DWM
562
Destination Wealth Management
California
$278K +$267K +10,377 New
NFG
563
Nations Financial Group
Iowa
$275K -$10.8K -420 -4%
IFPL
564
Investments & Financial Planning LLC
Kentucky
$274K +$308 +12 +0.1%
AIM
565
AMI Investment Management
Indiana
$274K -$40.5K -1,575 -13%
CW
566
Code Waechter
Florida
$272K +$261K +10,167 New
IP
567
Ignite Planners
California
$271K -$58.2K -2,265 -18%
DFA
568
DHJJ Financial Advisors
Illinois
$271K +$385 +15 +0.1%
FCH
569
Freestone Capital Holdings
Washington
$269K +$258K +10,050 New
PFBT
570
Parkside Financial Bank & Trust
Missouri
$268K -$43.5K -1,695 -14%
HWA
571
Hillcrest Wealth Advisors
New Jersey
$268K – – –
SC
572
Shearwater Capital
Colorado
$268K – – –
RWM
573
RBA Wealth Management
California
$268K -$38.1K -1,485 -13%
MFC
574
Morris Financial Concepts
South Carolina
$267K -$11.9K -462 -4%
PA
575
PFG Advisors
Arizona
$266K -$29.1K -1,131 -10%
21 22
23
24 25