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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
701
Marble Wealth
Alabama
$294K +$125 +4 +0%
CWM
702
CCG Wealth Management
California
$293K +$21.2K +679 +8%
AIA
703
Accelerate Investment Advisors
California
$290K -$2.4K -77 -0.8%
BA
704
Bellwether Advisors
Nebraska
$289K – – –
GT
705
Glenmede Trust
Pennsylvania
$286K – – –
CRC
706
Curi RMB Capital
Illinois
$285K – – –
RWP
707
Revolve Wealth Partners
New Jersey
$285K -$320K -10,273 -52%
CAP
708
Columbia Advisory Partners
Washington
$284K -$66.1K -2,122 -19%
MAM
709
Marotta Asset Management
Virginia
$282K -$53.9K -1,730 -16%
LEA
710
Legacy Edge Advisors
New York
$282K +$288K +9,246 New
FFG
711
Frisch Financial Group
New York
$280K +$286K +9,187 New
PI
712
PFG Investments
New York
$280K +$286K +9,185 New
BMO
713
Beck Mack & Oliver
New York
$279K – – –
FFM
714
Forum Financial Management
Illinois
$277K +$39.4K +1,266 +16%
MFC
715
Morris Financial Concepts
South Carolina
$277K -$9.13K -293 -3%
DFA
716
DHJJ Financial Advisors
Illinois
$276K -$10.6K -341 -4%
NFG
717
Nations Financial Group
Iowa
$276K -$9.35K -300 -3%
ZIC
718
ZWJ Investment Counsel
Georgia
$275K +$11.4K +367 +4%
IWP
719
IAG Wealth Partners
Wisconsin
$275K – – –
PWC
720
Pathfinder Wealth Consulting
North Carolina
$274K – – –
RWM
721
Rialto Wealth Management
New York
$273K +$312 +10 +0.1%
AIM
722
Aspen Investment Management
Michigan
$273K +$218 +7 +0.1%
KIA
723
KCM Investment Advisors
California
$272K +$41.3K +1,326 +17%
CWP
724
Clark Wealth Partners
Illinois
$272K +$1.06K +34 +0.4%
MNA
725
Manning & Napier Advisors
New York
$272K – – –
27 28
29
30 31