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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
651
Leo Wealth LLC
Texas
$225K +$432 +16 +0.2%
MC
652
Matisse Capital
Oregon
$222K -$54 -2 -0%
EB
653
Emprise Bank
Kansas
$221K -$72.9K -2,700 -24%
AWM
654
Aprio Wealth Management
Georgia
$219K +$1.08K +40 +0.5%
FWM
655
Focused Wealth Management
New York
$219K +$1.32K +49 +0.6%
OAM
656
Oppenheimer Asset Management
New York
$219K +$1.57K +58 +0.7%
ZIC
657
ZWJ Investment Counsel
Georgia
$218K -$108 -4 -0%
WHCFA
658
William Howard & Co Financial Advisors
Tennessee
$216K +$1.22K +45 +0.5%
LFS
659
Lutz Financial Services
Nebraska
$216K -$54 -2 -0%
BRIA
660
Balanced Rock Investment Advisors
Massachusetts
$216K -$675 -25 -0.3%
EL
661
Essex LLC
Illinois
$216K – – –
CA
662
CWC Advisors
Oregon
$214K – – –
CIA
663
Capital Investment Advisors
Georgia
$214K +$221K +8,193 New
NCFG
664
New Century Financial Group
New Jersey
$213K -$9.29K -344 -4%
SIC
665
Salem Investment Counselors
North Carolina
$213K -$5.53K -205 -2%
AIM
666
Anchor Investment Management
South Carolina
$213K +$135 +5 +0.1%
BAM
667
Belpointe Asset Management
Nevada
$213K +$72.3K +2,677 New
IFG
668
Independent Financial Group
California
$211K +$891 +33 +0.4%
AG
669
Advocate Group
Minnesota
$211K – – –
RWM
670
Rialto Wealth Management
New York
$209K +$217K +8,031 New
RSWA
671
Robinson Smith Wealth Advisors
Maine
$208K -$14.1K -522 -6%
CAM
672
Clark Asset Management
New Hampshire
$205K -$27 -1 -0%
LSL
673
Legacy Solutions LLC
Pennsylvania
$204K +$211K +7,833 New
KMWM
674
Keudell/Morrison Wealth Management
Oregon
$203K – – –
SFG
675
Synergy Financial Group
California
$203K -$8.34K -309 -4%
25 26
27
28 29