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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Stringer Asset Management
Tennessee
$643K +$47.7K +3,276 +8%
AI
52
Atria Investments
North Carolina
$591K -$128K -8,769 -18%
EK
53
Evensky & Katz
Florida
$583K -$2.58K -177 -0.4%
WA
54
Winfield Associates
Ohio
$543K -$107K -7,320 -16%
SI
55
SII Investments
Wisconsin
$542K +$109K +7,473 +25%
Creative Planning
56
Creative Planning
Kansas
$535K
SGAM
57
Steinberg Global Asset Management
Florida
$532K +$117K +8,007 +28%
GC
58
Garde Capital
Washington
$471K -$10.7K -735 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$470K +$24.9K +1,710 +6%
PFM
60
Phillips Financial Management
Indiana
$460K +$455K +31,260 New
GCA
61
Greenwood Capital Associates
South Carolina
$452K -$47.6K -3,270 -9%
GHA
62
GW Henssler & Associates
Georgia
$450K +$199K +13,650 +78%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$430K +$8.91K +612 +2%
AIM
64
Avity Investment Management
Connecticut
$428K
AA
65
Alesco Advisors
New York
$402K +$7.86K +540 +2%
MA
66
MUFG Americas
New York
$394K +$314K +21,585 +379%
BAC
67
Boys Arnold & Co
North Carolina
$383K +$386K +26,550 New
TF
68
Trutina Financial
Washington
$374K +$378K +25,953 New
RC
69
Roundview Capital
New Jersey
$372K
ZIM
70
Zacks Investment Management
Illinois
$371K +$43.1K +2,961 +13%
AIG
71
American International Group
New York
$362K -$191K -13,107 -34%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$346K -$1.15M -78,831 -77%
DSC
73
Duncker Streett & Co
Missouri
$331K -$87K -5,976 -21%
PAM
74
Peak Asset Management
Colorado
$300K
SB
75
Suntrust Banks
Georgia
$290K