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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
601
TD Capital Management
Tennessee
$48.2K +$262 +12 +0.6%
PFM
602
Phillips Financial Management
Indiana
$45.6K -$103K -4,728 -70%
LWM
603
LJI Wealth Management
Indiana
$45.6K +$1.04M +47,640 New
AWM
604
Atticus Wealth Management
Florida
$43.1K -$647K -29,628 -94%
AIA
605
Armor Investment Advisors
North Carolina
$42.7K – – –
WP
606
WealthPLAN Partners
Nebraska
$41.1K -$89.4K -4,095 -69%
SSB
607
Sandy Spring Bank
Maryland
$40.4K – – –
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.9K – – –
QCG
609
Quadrant Capital Group
Ohio
$35.7K – – –
KFI
610
Key Financial Inc
Pennsylvania
$35.1K – – –
VCM
611
Versant Capital Management
Arizona
$34.9K – – –
PG
612
Prostatis Group
Maryland
$33.7K +$2.21M +101,238 New
SIC
613
SJS Investment Consulting
Ohio
$33.5K -$19.7K -900 -38%
BCM
614
Blume Capital Management
California
$33.5K – – –
NG
615
NWK Group
California
$31.7K +$983 +45 +3%
BC
616
Belmont Capital
California
$31.3K +$30.6K +1,401 New
BWA
617
BDO Wealth Advisors
Florida
$31K – – –
MWM
618
Mascoma Wealth Management
New Hampshire
$30.5K – – –
CFO
619
CVA Family Office
Colorado
$30.4K +$131 +6 +0.4%
JHCP
620
Jackson Hole Capital Partners
Oklahoma
$29.5K – – –
WOSD
621
WFA of San Diego
California
$29.5K +$28.8K +1,317 New
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$28.5K – – –
RDFA
623
Ritter Daniher Financial Advisory
Ohio
$27.9K +$917 +42 +3%
WTC
624
WhitTier Trust Company
Nevada
$27.6K – – –
MFA
625
Morling Financial Advisors
California
$27.4K – – –
23 24
25
26 27