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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Schwallier Wealth Management
Michigan
$498K +$1.88K +57 +0.4%
OCA
602
OpenArc Corporate Advisory
Georgia
$497K -$9.16K -278 -2%
DWP
603
Daymark Wealth Partners
Ohio
$494K – – –
DIS
604
Diversified Investment Strategies
Louisiana
$494K -$2.83K -86 -0.6%
LWM
605
Lakeridge Wealth Management
Ohio
$494K -$17.6K -534 -4%
WWM
606
Western Wealth Management
Colorado
$493K -$289K -8,772 -38%
AWM
607
Axxcess Wealth Management
California
$492K +$264 +8 +0.1%
KWM
608
Kingsview Wealth Management
Oregon
$489K +$19.4K +589 +4%
CHA
609
Cooper/Haims Advisors
New York
$488K +$31.5K +957 +7%
AT
610
American Trust
Kentucky
$487K +$82.1K +2,491 +22%
TLA
611
Tanglewood Legacy Advisors
Texas
$486K – – –
CBA
612
Coastal Bridge Advisors
Connecticut
$485K -$69.2K -2,101 -13%
FCA
613
FLC Capital Advisors
California
$482K – – –
TW
614
Traveka Wealth
California
$481K +$10.2K +309 +2%
SAG
615
SageView Advisory Group
California
$480K +$329 +10 +0.1%
SC
616
Schoolcraft Capital
Colorado
$478K -$7.31K -222 -2%
CRFG
617
Columbia River Financial Group
Washington
$472K -$2.04K -62 -0.5%
SWP
618
Strategic Wealth Partners
Ohio
$470K +$66 +2 +0%
ABC
619
Associated Banc-Corp
Wisconsin
$468K – – –
WP
620
Westmount Partners
California
$462K – – –
PIMG
621
Patriot Investment Management Group
Tennessee
$462K – – –
SCM
622
SCS Capital Management
Massachusetts
$461K +$132 +4 +0%
MWP
623
Meredith Wealth Planning
Illinois
$460K – – –
CFO
624
Collective Family Office
Pennsylvania
$457K +$164K +4,974 +61%
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$453K +$82.4K +2,500 +24%
23 24
25
26 27