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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
601
Clear Perspectives Financial Planning
Ohio
$59K
EWM
602
EPG Wealth Management
Georgia
$58.1K +$333 +15 +0.6%
NIC
603
Northwest Investment Counselors
Oregon
$54.3K
PK
604
Pflug Koory
Nebraska
$52.8K
SIC
605
SJS Investment Consulting
Ohio
$52.5K -$13.3K -600 -20%
VNA
606
Valley National Advisers
Pennsylvania
$52K -$600 -27 -1%
CT
607
Caldwell Trust
Florida
$48.9K
CCP
608
Clarkston Capital Partners
Michigan
$48.1K +$200 +9 +0.4%
TCM
609
TD Capital Management
Tennessee
$46.8K +$267 +12 +0.6%
CIA
610
Cascade Investment Advisors
Oregon
$44.3K +$45K +2,025 New
MAWCM
611
Mine & Arao Wealth Creation & Management
California
$42.8K
TAM
612
Townsend Asset Management
North Carolina
$42.6K
AIA
613
Armor Investment Advisors
North Carolina
$41.8K +$867 +39 +2%
SSB
614
Sandy Spring Bank
Maryland
$39.5K
BCMLT
615
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K
QCG
616
Quadrant Capital Group
Ohio
$34.9K
KFI
617
Key Financial Inc
Pennsylvania
$34.3K
VCM
618
Versant Capital Management
Arizona
$34.1K -$667 -30 -2%
Qube Research & Technologies (QRT)
619
Qube Research & Technologies (QRT)
United Kingdom
$33.2K -$298K -13,425 -90%
BCM
620
Blume Capital Management
California
$32.8K
FHA
621
First Horizon Advisors
Tennessee
$31.2K
BWA
622
BDO Wealth Advisors
Florida
$30.3K +$1.93K +87 +7%
NG
623
NWK Group
California
$30K
CFO
624
CVA Family Office
Colorado
$29.6K +$133 +6 +0.4%
MWM
625
Mascoma Wealth Management
New Hampshire
$29.5K