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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
601
TriaGen Wealth Management
California
$300K -$725 -27 -0.2%
GWMR
602
GC Wealth Management RIA
Massachusetts
$299K
FRA
603
Front Row Advisors
California
$298K +$49.4K +1,840 +20%
FWS
604
FinDec Wealth Services
California
$297K -$242K -9,026 -45%
TGAM
605
TBH Global Asset Management
Tennessee
$294K
TI
606
Truepoint Inc
Ohio
$294K -$13.3K -496 -4%
CD
607
Chapin Davis
Maryland
$294K +$197K +7,346 +198%
SIA
608
SeaBridge Investment Advisors
New Jersey
$293K
VCP
609
Vista Capital Partners
Oregon
$292K -$31.5K -1,174 -10%
Citigroup
610
Citigroup
New York
$291K -$64.8K -2,414 -18%
AWA
611
Acorn Wealth Advisors
Michigan
$287K -$28.7K -1,070 -9%
FSWA
612
Financial Synergies Wealth Advisors
Texas
$283K +$286K +10,659 New
CCAL
613
City Center Advisors LLC
Michigan
$282K +$285K +10,612 New
DI
614
Disciplined Investors
Texas
$281K -$1.21K -45 -0.4%
CF
615
Centaurus Financial
California
$280K +$22.9K +852 +9%
PCA
616
Prosperity Capital Advisors
Ohio
$279K
GAA
617
Guardian Asset Advisors
Pennsylvania
$279K -$119K -4,449 -29%
MAMG
618
Milestone Asset Management Group
Connecticut
$278K +$1.1K +41 +0.4%
RPGNY
619
Retirement Planning Group (New York)
New York
$277K +$280K +10,435 New
FWI
620
Facet Wealth Inc
Maryland
$275K +$15.6K +580 +6%
NCFG
621
New Century Financial Group
New Jersey
$272K +$56.3K +2,097 +26%
D.E. Shaw & Co
622
D.E. Shaw & Co
New York
$272K -$335K -12,490 -55%
WW
623
Waterfront Wealth
Kansas
$271K -$24.5K -912 -8%
Brown Advisory
624
Brown Advisory
Maryland
$270K +$273K +10,165 New
CW
625
Code Waechter
Florida
$270K