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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
651
Accelerate Investment Advisors
California
$279K -$76.4K -2,690 -22%
RWM
652
RBA Wealth Management
California
$277K +$6.93K +244 +3%
BA
653
Bellwether Advisors
Nebraska
$276K – – –
SIA
654
Spectrum Investment Advisors
Wisconsin
$275K +$269K +9,460 New
FWI
655
Facet Wealth Inc
Maryland
$275K -$30.3K -1,066 -10%
MFC
656
Morris Financial Concepts
South Carolina
$274K +$511 +18 +0.2%
CRC
657
Curi RMB Capital
Illinois
$272K – – –
JIC
658
Joel Isaacson & Co
New York
$272K – – –
HWA
659
Hillcrest Wealth Advisors
New Jersey
$270K -$20K -705 -7%
AIM
660
Aspen Investment Management
Michigan
$269K -$4.06K -143 -2%
AIM
661
Acropolis Investment Management
Missouri
$268K – – –
BMO
662
Beck Mack & Oliver
New York
$266K – – –
AWA
663
Acorn Wealth Advisors
Michigan
$264K +$1.19K +42 +0.5%
DFA
664
DHJJ Financial Advisors
Illinois
$263K -$23.2K -817 -8%
CWP
665
Clark Wealth Partners
Illinois
$263K +$2.16K +76 +0.9%
HIF
666
Hill Island Financial
Michigan
$262K – – –
IWP
667
IAG Wealth Partners
Wisconsin
$262K – – –
CWM
668
CCG Wealth Management
California
$260K +$253K +8,919 New
GAA
669
Guardian Asset Advisors
Pennsylvania
$259K -$43.6K -1,533 -15%
SP
670
Stonebrook Private
Michigan
$258K – – –
SNBOSD
671
Security National Bank of So Dak
Iowa
$256K -$1.96K -69 -0.8%
DT
672
Diversified Trust
Tennessee
$253K +$1.08K +38 +0.4%
TWM
673
TCFG Wealth Management
California
$252K – – –
ZIC
674
ZWJ Investment Counsel
Georgia
$252K +$8.52K +300 +4%
AWM
675
Aprio Wealth Management
Georgia
$251K -$18K -634 -7%
25 26
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