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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LYV
51
Live Your Vision
Pennsylvania
$1.41M -$31.9K -2,181 -2%
CAM
52
Concorde Asset Management
Michigan
$1.41M -$132K -9,024 -9%
BC
53
Bartlett & Co
Ohio
$1.36M +$119K +8,151 +10%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.26M +$5.45K +372 +0.4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.25M +$306K +20,898 +33%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.23M +$222K +15,177 +22%
CCA
57
Clearwater Capital Advisors
Illinois
$1.19M +$1.16M +79,458 New
SI
58
SII Investments
Wisconsin
$1.17M +$52.6K +3,591 +5%
TCM
59
Tuttle Capital Management
Connecticut
$1.09M
TF
60
Trutina Financial
Washington
$1.06M +$132K +9,012 +15%
Ameriprise
61
Ameriprise
Minnesota
$1.01M +$219K +14,928 +28%
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$983K -$21K -1,434 -2%
SC
63
Savant Capital
Illinois
$940K +$53K +3,621 +6%
MAM
64
Marquette Asset Management
Minnesota
$916K +$26.3K +1,794 +3%
CCM
65
Carlson Capital Management
Minnesota
$884K
FA
66
FDx Advisors
Illinois
$832K +$354K +24,156 +76%
SGAM
67
Steinberg Global Asset Management
Florida
$793K +$79.2K +5,412 +11%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$778K -$20.6K -1,404 -3%
GHA
69
GW Henssler & Associates
Georgia
$778K +$99.1K +6,771 +15%
SIA
70
Starfire Investment Advisers
Michigan
$771K +$26.6K +1,818 +4%
CFA
71
Cahill Financial Advisors
Minnesota
$759K +$21.4K +1,461 +3%
GC
72
Garde Capital
Washington
$689K +$5.93K +405 +0.9%
AWMG
73
Alliance Wealth Management Group
New Jersey
$639K -$24.9K -1,704 -4%
HSA
74
HBK Sorce Advisory
Pennsylvania
$636K
AW
75
ACG Wealth
Georgia
$628K +$4.57K +312 +0.7%