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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
Certior Financial Group
Pennsylvania
$398K -$4.82K -165 -1%
ABC
602
Associated Banc-Corp
Wisconsin
$398K
LF
603
LifeSteps Financial
California
$398K +$555 +19 +0.1%
TC
604
Tenret Company
Florida
$395K
WP
605
Westmount Partners
California
$393K
PIMG
606
Patriot Investment Management Group
Tennessee
$393K
MWP
607
Meredith Wealth Planning
Illinois
$392K
TW
608
Traveka Wealth
California
$391K +$386K +13,210 New
SSW
609
Stone Summit Wealth
Florida
$391K -$23.7K -812 -6%
Natixis Advisors
610
Natixis Advisors
Massachusetts
$390K -$25.4K -868 -6%
FA
611
FF Advisors
California
$389K
FFA
612
Fi3 Financial Advisors
Indiana
$387K
ML
613
Mayport LLC
Massachusetts
$386K
GCM
614
G2 Capital Management
Ohio
$379K
MCM
615
Mengis Capital Management
Oregon
$376K +$205 +7 +0.1%
PAYA
616
Phil A. Younker & Associates
Alaska
$375K
SPC
617
Sigma Planning Corp
Michigan
$375K +$17.9K +614 +5%
VCA
618
Verdence Capital Advisors
Maryland
$374K +$1.58K +54 +0.4%
AIA
619
Allied Investment Advisors
Montana
$369K
TSS
620
Two Sigma Securities
New York
$367K +$362K +12,390 New
CA
621
Cambridge Advisors
Nebraska
$367K +$5.38K +184 +2%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$366K -$11.7K -400 -3%
BPW
623
BlueDoor Private Wealth
Massachusetts
$364K +$360K +12,309 New
HC
624
Hurley Capital
New York
$362K +$614 +21 +0.2%
CFG
625
Chapman Financial Group
Hawaii
$360K