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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
626
SCS Capital Management
Massachusetts
$404K -$755K -24,238 -65%
MWP
627
Meredith Wealth Planning
Illinois
$403K – – –
FFA
628
Fi3 Financial Advisors
Indiana
$399K – – –
CHA
629
Cooper/Haims Advisors
New York
$399K -$49.7K -1,594 -11%
GCM
630
G2 Capital Management
Ohio
$391K – – –
QHA
631
Quarry Hill Advisors
Minnesota
$389K +$280 +9 +0.1%
VCA
632
Verdence Capital Advisors
Maryland
$387K +$1.78K +57 +0.5%
PAYA
633
Phil A. Younker & Associates
Alaska
$386K – – –
SSW
634
Stone Summit Wealth
Florida
$384K -$19.2K -616 -5%
CFG
635
Certior Financial Group
Pennsylvania
$383K -$27.7K -890 -7%
LF
636
LifeSteps Financial
California
$383K -$27.4K -879 -7%
MCM
637
Mengis Capital Management
Oregon
$382K -$5.02K -161 -1%
JPLA
638
Joseph P. Lucia & Associates
New York
$381K -$72.6K -2,331 -16%
AIA
639
Allied Investment Advisors
Montana
$380K – – –
CA
640
Cambridge Advisors
Nebraska
$378K +$218 +7 +0.1%
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$377K – – –
CIC
642
Cutler Investment Counsel
Oregon
$377K -$66.1K -2,123 -15%
ACA
643
Aptus Capital Advisors
Alabama
$377K +$74.2K +2,383 +24%
SEP
644
Signature Equity Partners
Ohio
$374K +$21.2K +681 +6%
HC
645
Hurley Capital
New York
$374K +$530 +17 +0.1%
CFG
646
Chapman Financial Group
Hawaii
$371K – – –
CTA
647
Chesley Taft & Associates
Illinois
$370K – – –
KLI
648
Kelman-Lazarov Inc
Tennessee
$367K -$60.5K -1,941 -14%
AI
649
Atria Investments
North Carolina
$364K +$15.4K +493 +4%
TC
650
Tenret Company
Florida
$357K -$50.6K -1,624 -12%
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