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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Investment Advisors
676
Capital Investment Advisors
Georgia
$319K +$654 +21 +0.2%
JWA
677
JFS Wealth Advisors
Pennsylvania
$319K +$1.59K +51 +0.5%
Russell Investments Group
678
Russell Investments Group
United Kingdom
$318K -$24.8K -796 -7%
Diversify Advisory Services
679
Diversify Advisory Services
Utah
$318K -$801K -25,709 -72%
DI
680
Disciplined Investors
Texas
$317K -$9.28K -298 -3%
PW
681
PUREfi Wealth
Massachusetts
$316K +$323K +10,353 New
Truepoint Inc
682
Truepoint Inc
Ohio
$315K -$530 -17 -0.2%
HCP
683
Hardin Capital Partners
South Carolina
$313K – – –
TPI
684
Trust Point Inc
Wisconsin
$313K +$56.1K +1,802 +21%
Bragg Financial Advisors
685
Bragg Financial Advisors
North Carolina
$312K +$319K +10,245 New
TFA
686
TrustWell Financial Advisors
Florida
$311K – – –
CW
687
Code Waechter
Florida
$310K – – –
FRA
688
Front Row Advisors
California
$307K +$2.02K +65 +0.7%
WP
689
Wealthspan Partners
Iowa
$306K – – –
Bridges Investment Management
690
Bridges Investment Management
Nebraska
$305K – – –
SC
691
Shearwater Capital
Colorado
$305K – – –
WW
692
Waterfront Wealth
Kansas
$300K – – –
RFA
693
Resurgent Financial Advisors
Georgia
$300K -$717 -23 -0.2%
Valmark Advisers
694
Valmark Advisers
Ohio
$299K +$46.5K +1,492 +18%
B
695
Bensler
Washington
$299K +$280 +9 +0.1%
Klingman & Associates
696
Klingman & Associates
New York
$299K -$30.2K -969 -9%
EAM
697
Evanson Asset Management
California
$298K -$39.3K -1,260 -11%
FWM
698
Forza Wealth Management
Florida
$298K – – –
RWM
699
RBA Wealth Management
California
$298K -$2.06K -66 -0.7%
AIM
700
Acropolis Investment Management
Missouri
$295K – – –