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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
601
Chesley Taft & Associates
Illinois
$353K – – –
AIM
602
AHL Investment Management
Florida
$353K – – –
SPC
603
Sigma Planning Corp
Michigan
$351K +$95.6K +3,366 +39%
QHA
604
Quarry Hill Advisors
Minnesota
$348K +$3.01K +106 +0.9%
PA
605
PFG Advisors
Arizona
$345K +$336K +11,837 New
CAP
606
Columbia Advisory Partners
Washington
$342K -$164K -5,777 -33%
AAM
607
Austin Asset Management
Texas
$342K -$19.2K -675 -5%
ACA
608
Aptus Capital Advisors
Alabama
$341K -$23.1K -814 -6%
CD
609
Chapin Davis
Maryland
$339K -$24.3K -855 -7%
AI
610
Atria Investments
North Carolina
$339K -$3.27K -115 -1%
CF
611
Centaurus Financial
California
$336K +$426 +15 +0.1%
LA
612
LWM Advisors
California
$335K -$14.7K -516 -4%
MGW
613
MB Generational Wealth
Washington
$334K +$326K +11,480 New
PWMG
614
Prestige Wealth Management Group
New Jersey
$334K – – –
AIA
615
AIMZ Investment Advisors
California
$332K – – –
EAM
616
Evanson Asset Management
California
$329K +$256 +9 +0.1%
FWTB
617
First Western Trust Bank
Colorado
$329K – – –
TPBG
618
Turning Point Benefit Group
Maryland
$329K +$54K +1,902 +20%
FCM
619
Fortis Capital Management
Washington
$328K +$320K +11,268 New
TF
620
Tandem Financial
Colorado
$326K +$319K +11,213 New
DWM
621
DecisionMap Wealth Management
Virginia
$325K -$59.2K -2,084 -16%
BFWM
622
Bright Futures Wealth Management
New York
$324K +$316K +11,115 New
KA
623
Klingman & Associates
New York
$323K -$9.74K -343 -3%
TGAM
624
TBH Global Asset Management
Tennessee
$322K -$912K -32,086 -74%
SIA
625
SeaBridge Investment Advisors
New Jersey
$321K – – –
23 24
25
26 27