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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BLFG
676
Brian Low Financial Group
Louisiana
$248K
MC
677
Matisse Capital
Oregon
$248K
WHCFA
678
William Howard & Co Financial Advisors
Tennessee
$245K +$1.22K +43 +0.5%
OAM
679
Oppenheimer Asset Management
New York
$244K
PAS
680
Parsonex Advisory Services
Colorado
$244K -$710 -25 -0.3%
FWM
681
Focused Wealth Management
New York
$242K +$1.19K +42 +0.5%
LFS
682
Lutz Financial Services
Nebraska
$241K
TIAA Trust, National Association
683
TIAA Trust, National Association
North Carolina
$240K +$234K +8,228 New
HAP
684
Harbor Asset Planning
Massachusetts
$239K +$1.17K +41 +0.5%
GI
685
GS Investments
Minnesota
$239K +$20K +705 +9%
AA
686
Advisory Alpha
Michigan
$238K +$22.1K +778 +11%
CFO
687
Collective Family Office
Pennsylvania
$238K +$9.94K +350 +4%
PWM
688
Penobscot Wealth Management
Maine
$237K -$85 -3 -0%
AIM
689
Anchor Investment Management
South Carolina
$237K +$142 +5 +0.1%
AG
690
Advocate Group
Minnesota
$236K
AC
691
AlphaCore Capital
California
$235K +$767 +27 +0.3%
RWM
692
Rialto Wealth Management
New York
$234K -$28 -1 -0%
LSL
693
Legacy Solutions LLC
Pennsylvania
$232K +$1.14K +40 +0.5%
CAMG
694
CWA Asset Management Group
Florida
$231K +$225K +7,927 New
FG
695
Foster Group
Iowa
$230K +$483 +17 +0.2%
CAM
696
Clark Asset Management
New Hampshire
$229K
HIP
697
HUB Investment Partners
Texas
$229K +$2.22K +78 +1%
GSC
698
G&S Capital
Colorado
$229K +$483 +17 +0.2%
OCPWS
699
One Charles Private Wealth Services
Massachusetts
$229K -$39.5K -1,392 -15%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$228K -$59.1K -2,081 -21%