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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
601
KFA Private Wealth Group
Virginia
$214K -$26.3K -1,065 -11%
FRA
602
Front Row Advisors
California
$212K +$24.8K +1,005 +13%
LWL
603
Leo Wealth LLC
Texas
$211K +$212K +8,598 New
AWM
604
Aprio Wealth Management
Georgia
$211K +$211K +8,547 New
RSWA
605
Robinson Smith Wealth Advisors
Maine
$210K – – –
MC
606
Matisse Capital
Oregon
$210K -$2.45K -99 -1%
SWIG
607
Strategic Wealth Investment Group
Kentucky
$210K +$211K +8,529 New
BWM
608
Brickley Wealth Management
California
$207K +$1.04K +42 +0.5%
NCFG
609
New Century Financial Group
New Jersey
$207K +$207K +8,379 New
OAM
610
Oppenheimer Asset Management
New York
$206K +$206K +8,328 New
ZIC
611
ZWJ Investment Counsel
Georgia
$205K – – –
BRIA
612
Balanced Rock Investment Advisors
Massachusetts
$205K -$101K -4,089 -33%
LFS
613
Lutz Financial Services
Nebraska
$204K – – –
EL
614
Essex LLC
Illinois
$204K – – –
FWM
615
Focused Wealth Management
New York
$204K -$3.71K -150 -2%
HI
616
Harbour Investments
Wisconsin
$203K -$2.15K -87 -1%
LEFP
617
Leading Edge Financial Planning
Tennessee
$202K -$10.7K -432 -5%
AIM
618
Anchor Investment Management
South Carolina
$201K +$7.78K +315 +4%
PAS
619
Park Avenue Securities
New York
$201K -$1.07M -43,446 -84%
WHCFA
620
William Howard & Co Financial Advisors
Tennessee
$201K – – –
SFG
621
Synergy Financial Group
California
$200K -$2.52K -102 -1%
AG
622
Advocate Group
Minnesota
$200K – – –
AC
623
AlphaCore Capital
California
$197K +$20.5K +828 +12%
CF
624
Centaurus Financial
California
$191K +$10.4K +420 +6%
CAL
625
Capital Analysts LLC
Pennsylvania
$186K +$97K +3,927 +109%
23 24
25
26 27