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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
601
Kozak & Associates
Colorado
$61K – – –
RF
602
Robbins Farley
New Hampshire
$59.9K -$14.2K -657 -19%
CPFP
603
Clear Perspectives Financial Planning
Ohio
$59.4K – – –
EWM
604
EPG Wealth Management
Georgia
$58.1K +$390 +18 +0.7%
NIC
605
Northwest Investment Counselors
Oregon
$54.7K – – –
VNA
606
Valley National Advisers
Pennsylvania
$54K -$6.43K -297 -11%
PK
607
Pflug Koory
Nebraska
$53K +$2.92K +135 +6%
CT
608
Caldwell Trust
Florida
$49.2K – – –
CCP
609
Clarkston Capital Partners
Michigan
$48.3K +$1.49K +69 +3%
TCM
610
TD Capital Management
Tennessee
$46.8K +$325 +15 +0.7%
MAWCM
611
Mine & Arao Wealth Creation & Management
California
$43K – – –
TAIM
612
TD Ameritrade Investment Management
Nebraska
$43K – – –
TAM
613
Townsend Asset Management
North Carolina
$42.8K +$42.2K +1,947 New
AC
614
AlphaCore Capital
California
$42.5K – – –
AIA
615
Armor Investment Advisors
North Carolina
$41.2K -$76.3K -3,525 -65%
SSB
616
Sandy Spring Bank
Maryland
$39.7K – – –
BCMLT
617
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.2K -$2.79K -129 -7%
QCG
618
Quadrant Capital Group
Ohio
$35.1K – – –
VCM
619
Versant Capital Management
Arizona
$35K -$779 -36 -2%
BCM
620
Blume Capital Management
California
$33K – – –
FA
621
Faithward Advisors
Pennsylvania
$32.1K – – –
FHA
622
First Horizon Advisors
Tennessee
$31.4K – – –
KFI
623
Key Financial Inc
Pennsylvania
$30.6K – – –
NG
624
NWK Group
California
$30.2K +$1.04K +48 +4%
CFO
625
CVA Family Office
Colorado
$29.7K +$130 +6 +0.4%
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