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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
626
First Western Trust Bank
Colorado
$313K
FPCP
627
Fort Point Capital Partners
California
$307K +$292K +11,103 New
SIA
628
SeaBridge Investment Advisors
New Jersey
$305K
TI
629
Truepoint Inc
Ohio
$304K -$1.42K -54 -0.5%
FSWA
630
Financial Synergies Wealth Advisors
Texas
$296K +$1.02K +39 +0.4%
DI
631
Disciplined Investors
Texas
$294K +$710 +27 +0.3%
FFS
632
Founders Financial Securities
Maryland
$293K -$271K -10,329 -49%
FWI
633
Facet Wealth Inc
Maryland
$293K -$578 -22 -0.2%
PCA
634
Prosperity Capital Advisors
Ohio
$291K
SIA
635
SGL Investment Advisors
Montana
$291K +$37.5K +1,426 +16%
MAMG
636
Milestone Asset Management Group
Connecticut
$290K +$1.18K +45 +0.4%
GAA
637
Guardian Asset Advisors
Pennsylvania
$289K -$7.86K -299 -3%
FRA
638
Front Row Advisors
California
$288K -$21.3K -811 -7%
HCP
639
Hardin Capital Partners
South Carolina
$283K
HCM
640
Hengehold Capital Management
Ohio
$282K -$113K -4,318 -30%
CW
641
Code Waechter
Florida
$281K
APG
642
Abacus Planning Group
South Carolina
$278K -$2.63K -100 -1%
FCH
643
Freestone Capital Holdings
Washington
$278K
AWM
644
Accel Wealth Management
Iowa
$278K +$36.8K +1,401 +16%
CIA
645
Capital Investment Advisors
Georgia
$277K +$48.1K +1,830 +22%
WW
646
Waterfront Wealth
Kansas
$277K -$4.34K -165 -2%
Natixis Advisors
647
Natixis Advisors
Massachusetts
$277K -$440K -16,724 -63%
IFG
648
Independent Financial Group
California
$277K +$11K +417 +4%
HWA
649
Hillcrest Wealth Advisors
New Jersey
$277K
SC
650
Shearwater Capital
Colorado
$276K