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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
51
ACG Wealth
Georgia
$663K -$41.4K -2,955 -6%
CWM
52
Concert Wealth Management
California
$647K +$180K +12,876 +36%
GC
53
Garde Capital
Washington
$620K +$276K +19,719 +73%
CFA
54
Cahill Financial Advisors
Minnesota
$612K +$3.86K +276 +0.6%
SIA
55
Starfire Investment Advisers
Michigan
$610K -$17.8K -1,272 -3%
SGAM
56
Steinberg Global Asset Management
Florida
$598K +$98.4K +7,026 +18%
S
57
SignatureFD
Georgia
$582K -$13.9K -990 -2%
BC
58
Bartlett & Co
Ohio
$576K -$3.78K -270 -0.6%
Creative Planning
59
Creative Planning
Kansas
$506K +$14.2K +1,014 +3%
EK
60
Evensky & Katz
Florida
$502K -$10.9K -777 -2%
PFM
61
Phillips Financial Management
Indiana
$455K +$27.2K +1,944 +6%
Jane Street
62
Jane Street
New York
$449K -$1.23M -88,077 -72%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$449K +$77.1K +5,508 +19%
SAM
64
Stringer Asset Management
Tennessee
$427K -$169K -12,105 -27%
AIM
65
Avity Investment Management
Connecticut
$407K
AA
66
Alesco Advisors
New York
$396K +$6.84K +489 +2%
WA
67
Winfield Associates
Ohio
$371K -$141K -10,050 -26%
ZIM
68
Zacks Investment Management
Illinois
$371K -$32.1K -2,292 -8%
BAC
69
Boys Arnold & Co
North Carolina
$352K
RC
70
Roundview Capital
New Jersey
$351K +$8.82K +630 +2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$341K +$24.8K +1,773 +7%
DSC
72
Duncker Streett & Co
Missouri
$305K +$420 +30 +0.1%
US Bancorp
73
US Bancorp
Minnesota
$276K +$166K +11,865 +133%
RFA
74
Reilly Financial Advisors
California
$272K +$6.21K +444 +2%
SB
75
Suntrust Banks
Georgia
$267K