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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
651
Sterling Wealth Advisors
Florida
$319K -$55K -1,880 -15%
FSWA
652
Financial Synergies Wealth Advisors
Texas
$319K +$1.23K +42 +0.4%
KA
653
Klingman & Associates
New York
$318K -$10K -343 -3%
DI
654
Disciplined Investors
Texas
$317K +$2.31K +79 +0.7%
HCM
655
Hengehold Capital Management
Ohio
$314K +$10.3K +353 +3%
MAMG
656
Milestone Asset Management Group
Connecticut
$313K +$1.29K +44 +0.4%
CA
657
CWC Advisors
Oregon
$312K +$25.3K +866 +9%
CIA
658
Capital Investment Advisors
Georgia
$309K +$11.5K +393 +4%
JWA
659
JFS Wealth Advisors
Pennsylvania
$308K +$1.52K +52 +0.5%
PA
660
PFG Advisors
Arizona
$307K -$43K -1,472 -12%
TI
661
Truepoint Inc
Ohio
$306K -$555 -19 -0.2%
WW
662
Waterfront Wealth
Kansas
$304K – – –
HCP
663
Hardin Capital Partners
South Carolina
$304K +$3.95K +135 +1%
TFA
664
TrustWell Financial Advisors
Florida
$302K +$298K +10,199 New
CW
665
Code Waechter
Florida
$301K – – –
IAA
666
Independent Advisor Alliance
North Carolina
$299K -$67.6K -2,313 -19%
TA
667
TFB Advisors
Kansas
$298K +$294K +10,060 New
WP
668
Wealthspan Partners
Iowa
$297K -$148K -5,070 -34%
BIM
669
Bridges Investment Management
Nebraska
$296K -$702K -24,012 -71%
SC
670
Shearwater Capital
Colorado
$296K – – –
FRA
671
Front Row Advisors
California
$296K – – –
ACA
672
Aptus Capital Advisors
Alabama
$295K -$51.3K -1,754 -15%
RFA
673
Resurgent Financial Advisors
Georgia
$292K -$13.3K -454 -4%
RWM
674
RBA Wealth Management
California
$291K +$9.24K +316 +3%
GAA
675
Guardian Asset Advisors
Pennsylvania
$290K +$26.4K +902 +10%
25 26
27
28 29