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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
601
Abacus Planning Group
South Carolina
$451K +$19.6K +630 +4%
LWM
602
Lakeridge Wealth Management
Ohio
$449K -$1.93K -62 -0.4%
OC
603
Oarsman Capital
Wisconsin
$447K -$67.8K -2,176 -13%
OCA
604
OpenArc Corporate Advisory
Georgia
$444K +$190K +6,107 +72%
VDI
605
Vaughan David Investments
Illinois
$439K +$11.4K +365 +3%
DIS
606
Diversified Investment Strategies
Louisiana
$436K – – –
SWM
607
Schwallier Wealth Management
Michigan
$434K +$1.81K +58 +0.4%
DWP
608
Daymark Wealth Partners
Ohio
$433K – – –
AWM
609
Axxcess Wealth Management
California
$431K +$441K +14,139 New
RIM
610
Rockbridge Investment Management
New York
$430K – – –
SPWM
611
Schrum Private Wealth Management
Florida
$428K +$156 +5 +0%
SC
612
Schoolcraft Capital
Colorado
$426K -$2.06K -66 -0.5%
TLA
613
Tanglewood Legacy Advisors
Texas
$426K – – –
SPC
614
Sigma Planning Corp
Michigan
$425K +$39.3K +1,263 +10%
FCA
615
FLC Capital Advisors
California
$422K +$9.22K +296 +2%
SAG
616
SageView Advisory Group
California
$420K -$28.9K -928 -6%
CRFG
617
Columbia River Financial Group
Washington
$415K +$530 +17 +0.1%
GWSA
618
Global Wealth Strategies & Associates
Colorado
$414K -$241K -7,739 -36%
TW
619
Traveka Wealth
California
$412K +$8.91K +286 +2%
SWP
620
Strategic Wealth Partners
Ohio
$411K -$11.7K -374 -3%
KWM
621
Kingsview Wealth Management
Oregon
$411K +$54.6K +1,754 +15%
TVM
622
True Vision MN
Minnesota
$410K -$12.4K -398 -3%
ABC
623
Associated Banc-Corp
Wisconsin
$410K – – –
WP
624
Westmount Partners
California
$405K – – –
PIMG
625
Patriot Investment Management Group
Tennessee
$404K – – –
23 24
25
26 27