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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
676
Financial Synergies Wealth Advisors
Texas
$378K +$1.12K +34 +0.3%
AWA
677
Archvest Wealth Advisors
California
$376K -$212K -6,450 -37%
SWA
678
Sterling Wealth Advisors
Florida
$375K – – –
DWM
679
DecisionMap Wealth Management
Virginia
$374K -$4.64K -141 -1%
MAMG
680
Milestone Asset Management Group
Connecticut
$371K +$955 +29 +0.3%
CAMG
681
CWA Asset Management Group
Florida
$366K +$84.7K +2,570 +32%
CIA
682
Capital Investment Advisors
Georgia
$364K +$461 +14 +0.1%
DI
683
Disciplined Investors
Texas
$362K -$132 -4 -0%
HCP
684
Hardin Capital Partners
South Carolina
$359K – – –
BFA
685
Bragg Financial Advisors
North Carolina
$357K – – –
JWA
686
JFS Wealth Advisors
Pennsylvania
$355K -$7.97K -242 -2%
CW
687
Code Waechter
Florida
$354K – – –
GAA
688
Guardian Asset Advisors
Pennsylvania
$354K +$78.5K +2,383 +31%
WP
689
Wealthspan Partners
Iowa
$349K – – –
BIM
690
Bridges Investment Management
Nebraska
$348K – – –
SC
691
Shearwater Capital
Colorado
$348K – – –
B
692
Bensler
Washington
$341K +$296 +9 +0.1%
EF
693
Evanson Financial
Virginia
$340K +$322K +9,771 New
FWM
694
Forza Wealth Management
Florida
$340K – – –
WW
695
Waterfront Wealth
Kansas
$339K – – –
AIM
696
Acropolis Investment Management
Missouri
$337K – – –
IA
697
IF Advisors
Texas
$337K – – –
SFG
698
Sovereign Financial Group
Connecticut
$336K -$177K -5,361 -36%
FRA
699
Front Row Advisors
California
$335K -$14.8K -450 -4%
MW
700
Marble Wealth
Alabama
$334K -$1.05K -32 -0.3%
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