We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vaughan David Investments
576
Vaughan David Investments
Illinois
$388K – – –
WP
577
Westmount Partners
California
$387K – – –
PIMG
578
Patriot Investment Management Group
Tennessee
$386K -$5.11K -180 -1%
MWP
579
Meredith Wealth Planning
Illinois
$385K – – –
FA
580
FF Advisors
California
$383K – – –
SWA
581
Sightline Wealth Advisors
Connecticut
$381K +$372K +13,096 New
FFA
582
Fi3 Financial Advisors
Indiana
$381K – – –
IAIM
583
International Assets Investment Management
Florida
$379K – – –
ML
584
Mayport LLC
Massachusetts
$379K – – –
Brown Advisory
585
Brown Advisory
Maryland
$379K +$1.62K +57 +0.4%
Harel Insurance Investments & Financial Services
586
Harel Insurance Investments & Financial Services
Israel
$378K – – –
CHA
587
Cooper/Haims Advisors
New York
$374K +$1.62K +57 +0.4%
GCM
588
G2 Capital Management
Ohio
$373K – – –
BMCM
589
Bryn Mawr Capital Management
Pennsylvania
$372K -$37.4K -1,318 -9%
VCA
590
Verdence Capital Advisors
Maryland
$370K +$3.27K +115 +0.9%
MCM
591
Mengis Capital Management
Oregon
$369K -$5.46K -192 -1%
PAYA
592
Phil A. Younker & Associates
Alaska
$369K – – –
SWA
593
Sterling Wealth Advisors
Florida
$367K – – –
AIA
594
Allied Investment Advisors
Montana
$362K +$7.64K +269 +2%
MCP
595
Mirador Capital Partners
California
$362K -$4.12K -145 -1%
Independent Advisor Alliance
596
Independent Advisor Alliance
North Carolina
$361K -$9.66K -340 -3%
EPM
597
Elm Partners Management
Pennsylvania
$356K +$3.3K +116 +1%
HC
598
Hurley Capital
New York
$355K +$511 +18 +0.1%
CA
599
Cambridge Advisors
Nebraska
$355K +$10.7K +378 +3%
MAM
600
Marotta Asset Management
Virginia
$354K -$14.3K -505 -4%