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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
601
Waterfront Wealth
Kansas
$289K -$599K -22,188 -67%
BWM
602
Brickley Wealth Management
California
$289K +$65.6K +2,430 +28%
TGAM
603
TBH Global Asset Management
Tennessee
$289K – – –
SIA
604
SeaBridge Investment Advisors
New Jersey
$288K +$31.6K +1,170 +12%
FVWA
605
Foster Victor Wealth Advisors
South Carolina
$286K -$3.66M -135,427 -93%
FA
606
FF Advisors
California
$283K -$570K -21,120 -67%
APG
607
Abacus Planning Group
South Carolina
$280K +$5.1K +189 +2%
DI
608
Disciplined Investors
Texas
$276K +$287K +10,626 New
PCA
609
Prosperity Capital Advisors
Ohio
$274K -$27 -1 -0%
HI
610
Harbour Investments
Wisconsin
$272K -$3.94K -146 -1%
MAMG
611
Milestone Asset Management Group
Connecticut
$271K +$281K +10,412 New
KC
612
Kades & Cheifetz
Pennsylvania
$271K -$86.2K -3,194 -23%
PA
613
PFG Advisors
Arizona
$271K +$12.6K +465 +5%
FWI
614
Facet Wealth Inc
Maryland
$270K +$269K +9,959 New
IFPL
615
Investments & Financial Planning LLC
Kentucky
$265K -$1.11K -41 -0.4%
CW
616
Code Waechter
Florida
$265K -$27 -1 -0%
FCH
617
Freestone Capital Holdings
Washington
$265K +$2.92K +108 +1%
DFA
618
DHJJ Financial Advisors
Illinois
$264K +$135 +5 +0%
JWA
619
JFS Wealth Advisors
Pennsylvania
$264K +$33.1K +1,226 +14%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$261K -$27 -1 -0%
HWA
621
Hillcrest Wealth Advisors
New Jersey
$261K – – –
SC
622
Shearwater Capital
Colorado
$260K -$27 -1 -0%
MFC
623
Morris Financial Concepts
South Carolina
$256K -$4.13K -153 -2%
FWM
624
Forza Wealth Management
Florida
$255K – – –
B
625
Bensler
Washington
$254K +$324 +12 +0.1%
23 24
25
26 27