We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Washington Trust
Rhode Island
$2K – – –
RA
627
Rise Advisors
New York
$2K +$65 +3 +3%
SWM
628
Selective Wealth Management
Virginia
$2K +$2.26K +105 New
AWM
629
Abound Wealth Management
Tennessee
$1.7K – – –
BIA
630
Bell Investment Advisors
California
$1K – – –
CMP
631
Coston McIsaac & Partners
Maine
$1K – – –
NC
632
NewSquare Capital
Pennsylvania
$1K – – –
WWM
633
Wolff Wiese Magana
California
$1K – – –
CCWA
634
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$23.7M -1,140,729 Closed
AIP
635
Almanack Investment Partners
Pennsylvania
– -$16.8M -807,030 Closed
HI
636
Horizon Investments
North Carolina
– -$6.91M -331,866 Closed
OAM
637
Oak Asset Management
California
– -$4.36M -209,520 Closed
BRC
638
Bell Rock Capital
Delaware
– -$1.64M -78,840 Closed
RA
639
Rational Advisors
New York
– -$1.37M -65,793 Closed
MGIA
640
Matthew Goff Investment Advisor
Texas
– -$881K -42,339 Closed
AA
641
Advisory Alpha
Michigan
– -$405K -19,470 Closed
WWM
642
WT Wealth Management
Arizona
– -$400K -19,227 Closed
BB
643
Bell Bank
North Dakota
– -$383K -18,408 Closed
FCM
644
Firestone Capital Management
Florida
– -$347K -16,692 Closed
RSWM
645
Robertson Stephens Wealth Management
California
– -$226K -10,896 Closed
AT
646
American Trust
Kentucky
– -$224K -10,713 Closed
GC
647
Gilbert & Cook
Iowa
– -$219K -10,518 Closed
CCM
648
Compass Capital Management
Minnesota
– -$213K -10,257 Closed
RWM
649
Ritholtz Wealth Management
New York
– -$213K -10,245 Closed
BWA
650
Bordeaux Wealth Advisors
California
– -$212K -10,170 Closed
24 25
26
27 28