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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$363K -$2.01K -75 -0.5%
IAIM
552
International Assets Investment Management
Florida
$361K +$54 +2 +0%
AI
553
Atria Investments
North Carolina
$360K -$20.5K -762 -5%
ABC
554
Associated Banc-Corp
Wisconsin
$357K -$268 -10 -0.1%
PIMG
555
Patriot Investment Management Group
Tennessee
$357K
TC
556
Tenret Company
Florida
$355K
CTA
557
Chesley Taft & Associates
Illinois
$354K +$358K +13,330 New
VDI
558
Vaughan David Investments
Illinois
$354K +$357K +13,314 New
GLA
559
Good Life Advisors
Pennsylvania
$353K +$3.54K +132 +1%
WP
560
Westmount Partners
California
$353K
DWM
561
DecisionMap Wealth Management
Virginia
$352K -$11.1K -412 -3%
GWA
562
Geometric Wealth Advisors
District of Columbia
$351K +$322 +12 +0.1%
FFA
563
Fi3 Financial Advisors
Indiana
$348K
ML
564
Mayport LLC
Massachusetts
$346K
IFPL
565
Investments & Financial Planning LLC
Kentucky
$345K +$75.6K +2,815 +28%
MCP
566
Mirador Capital Partners
California
$345K -$13.8K -516 -4%
HWA
567
HHM Wealth Advisors
Tennessee
$343K -$16.2K -603 -4%
FA
568
FF Advisors
California
$343K +$69.5K +2,591 +25%
RFA
569
Resurgent Financial Advisors
Georgia
$342K -$94.2K -3,511 -21%
Fisher Asset Management
570
Fisher Asset Management
Washington
$342K +$345K +12,855 New
GCM
571
G2 Capital Management
Ohio
$341K
AAM
572
Austin Asset Management
Texas
$339K
BWM
573
Brickley Wealth Management
California
$339K +$45.1K +1,680 +15%
IAA
574
Independent Advisor Alliance
North Carolina
$339K -$2.7M -100,616 -89%
CHA
575
Cooper/Haims Advisors
New York
$337K +$1.58K +59 +0.5%