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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
626
Atria Investments
North Carolina
$452K +$34.8K +1,055 +9%
ACA
627
Aptus Capital Advisors
Alabama
$447K +$16.6K +505 +4%
GCM
628
G2 Capital Management
Ohio
$446K – – –
VCA
629
Verdence Capital Advisors
Maryland
$443K +$1.45K +44 +0.3%
TPI
630
Trust Point Inc
Wisconsin
$442K +$80.3K +2,437 +24%
CFG
631
Certior Financial Group
Pennsylvania
$439K +$1.32K +40 +0.3%
SSW
632
Stone Summit Wealth
Florida
$438K – – –
JPLA
633
Joseph P. Lucia & Associates
New York
$433K -$1.65K -50 -0.4%
AIA
634
Allied Investment Advisors
Montana
$433K -$395 -12 -0.1%
MCM
635
Mengis Capital Management
Oregon
$433K -$3.13K -95 -0.8%
AA
636
Advisory Alpha
Michigan
$432K +$47.4K +1,440 +13%
CA
637
Cambridge Advisors
Nebraska
$432K +$231 +7 +0.1%
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$430K – – –
EWS
639
Evergreen Wealth Solutions
Pennsylvania
$429K -$499K -15,142 -55%
HC
640
Hurley Capital
New York
$427K +$560 +17 +0.1%
APG
641
Abacus Planning Group
South Carolina
$425K -$85.2K -2,585 -17%
KLI
642
Kelman-Lazarov Inc
Tennessee
$425K +$5.37K +163 +1%
AG
643
AmeriFlex Group
Nevada
$424K +$260K +7,882 +183%
CFG
644
Chapman Financial Group
Hawaii
$423K – – –
CTA
645
Chesley Taft & Associates
Illinois
$422K – – –
QHA
646
Quarry Hill Advisors
Minnesota
$422K – – –
CD
647
Chapin Davis
Maryland
$422K +$15.5K +470 +4%
EFG
648
Elm3 Financial Group
Georgia
$420K +$398K +12,069 New
SCTC
649
Sanibel Captiva Trust Company
Florida
$419K +$396K +12,024 New
GWSA
650
Global Wealth Strategies & Associates
Colorado
$416K -$53K -1,610 -12%
24 25
26
27 28