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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
576
Basepoint Wealth
Iowa
$513K +$29.9K +961 +6%
FB
577
Fulton Bank
Pennsylvania
$512K – – –
WFA
578
WMG Financial Advisors
Tennessee
$504K -$8.1K -260 -2%
LIA
579
Lynx Investment Advisory
District of Columbia
$503K -$21.7K -697 -4%
Citigroup
580
Citigroup
New York
$492K +$45.3K +1,454 +10%
SSWM
581
Smith Salley Wealth Management
North Carolina
$489K – – –
CBA
582
Coastal Bridge Advisors
Connecticut
$489K -$2.83K -91 -0.6%
BIP
583
Blueprint Investment Partners
North Carolina
$485K -$267K -8,570 -35%
TCM
584
TruNorth Capital Management
Michigan
$484K – – –
BWM
585
Brickley Wealth Management
California
$482K -$561 -18 -0.1%
AIS
586
American Investment Services
Massachusetts
$478K – – –
TF
587
Theory Financial
Colorado
$476K – – –
SIA
588
Soltis Investment Advisors
Utah
$476K -$5.42K -174 -1%
CIA
589
Cascade Investment Advisors
Oregon
$475K +$20.3K +650 +4%
PIN
590
Prudent Investors Network
California
$473K – – –
USCWA
591
U.S. Capital Wealth Advisors
Texas
$470K +$125 +4 +0%
VCP
592
Vista Capital Partners
Oregon
$469K -$37K -1,188 -7%
GWA
593
Geometric Wealth Advisors
District of Columbia
$464K +$11.8K +378 +3%
WTC
594
WhitTier Trust Company
Nevada
$463K -$7.85K -252 -2%
BFA
595
Blueprint Financial Advisors
North Carolina
$463K -$267K -8,570 -36%
PC
596
Payne Capital
Oregon
$462K -$34.4K -1,104 -7%
ML
597
Mayport LLC
Massachusetts
$462K +$66K +2,117 +16%
WDG
598
Wealth Dimensions Group
Ohio
$461K +$471K +15,114 New
PGAM
599
Princeton Global Asset Management
New Jersey
$459K – – –
SFG
600
Sovereign Financial Group
Connecticut
$458K -$54K -1,734 -10%
22 23
24
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