We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAN
51
Financial Advisors Network
California
$38.2M +$1.24M +37,640 +4%
MCM
52
MAI Capital Management
Ohio
$37.7M +$2.21M +66,943 +7%
FWP
53
FAS Wealth Partners
Kansas
$36.8M -$362K -10,980 -1%
GIA
54
GHP Investment Advisors
Colorado
$36.2M +$454K +13,792 +1%
DW
55
Dodds Wealth
Colorado
$35.9M -$364K -11,049 -1%
SMBT
56
Southern Michigan Bank & Trust
Michigan
$35.5M +$598K +18,159 +2%
SIA
57
Serenity Investment Advisors
Illinois
$34.1M +$591K +17,936 +2%
AIA
58
Ally Invest Advisors
North Carolina
$34M +$450K +13,659 +1%
GRP
59
Global Retirement Partners
California
$33.4M +$31.6M +960,177 New
TWM
60
Tradition Wealth Management
Minnesota
$33.2M +$255K +7,736 +0.8%
Raymond James Financial
61
Raymond James Financial
Florida
$31.2M +$1.5M +45,599 +5%
KWM
62
KRM Wealth Management
Nevada
$30.8M +$1.79M +54,392 +7%
MFG
63
Merit Financial Group
Georgia
$30.6M +$2.49M +75,534 +9%
KAS
64
Kestra Advisory Services
Texas
$30M +$1.62M +49,283 +6%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$28.1M +$1.8M +54,579 +7%
PA
66
Persium Advisors
Georgia
$27.9M -$883K -26,803 -3%
CI
67
CX Institutional
Indiana
$27.6M -$8.64M -262,270 -25%
SFG
68
Sage Financial Group
Pennsylvania
$27M +$150K +4,559 +0.6%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$27M -$12.9M -390,672 -34%
Wells Fargo
70
Wells Fargo
California
$27M -$1.49M -45,221 -6%
NFW
71
Noble Family Wealth
Florida
$25.4M +$116K +3,535 +0.5%
WA
72
Waverly Advisors
Alabama
$25M -$52.2K -1,585 -0.2%
KNFPWM
73
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.4M +$414K +12,578 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$23.4M +$836K +25,364 +4%
OIA
75
OneDigital Investment Advisors
Kansas
$23.4M -$789K -23,937 -3%