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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.29M +$269K +17,610 +26%
BC
52
Bartlett & Co
Ohio
$1.26M -$121K -7,941 -9%
TF
53
Trutina Financial
Washington
$1.2M +$123K +8,049 +11%
AWMG
54
Alliance Wealth Management Group
New Jersey
$1.19M +$539K +35,325 +82%
CCA
55
Clearwater Capital Advisors
Illinois
$1.17M -$24.9K -1,635 -2%
CG
56
Colony Group
Massachusetts
$1.12M -$365K -23,940 -25%
TCM
57
Tuttle Capital Management
Connecticut
$1.09M
GWA
58
Guidant Wealth Advisors
Illinois
$1M +$1.01M +66,555 New
SC
59
Savant Capital
Illinois
$998K +$41.1K +2,697 +4%
SBL
60
Sargent Bickham Lagudis
Colorado
$978K -$6.24M -409,233 -98%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$972K +$976K +64,002 New
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$964K -$36.6K -2,400 -4%
MAM
63
Marquette Asset Management
Minnesota
$919K -$12K -789 -1%
SGAM
64
Steinberg Global Asset Management
Florida
$916K +$110K +7,197 +14%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$901K +$111K +7,287 +14%
CCM
66
Carlson Capital Management
Minnesota
$899K
GHA
67
GW Henssler & Associates
Georgia
$822K +$30.2K +1,983 +4%
CFA
68
Cahill Financial Advisors
Minnesota
$786K +$14K +918 +2%
SIA
69
Starfire Investment Advisers
Michigan
$778K -$7.04K -462 -0.9%
SCA
70
Stonebridge Capital Advisors
Minnesota
$755K +$136K +8,940 +22%
Creative Planning
71
Creative Planning
Kansas
$695K +$121K +7,911 +21%
CHA
72
Cedar Hill Associates
Illinois
$651K +$654K +42,885 New
AW
73
ACG Wealth
Georgia
$639K +$46 +3 +0%
GC
74
Garde Capital
Washington
$620K +$9.29K +609 +1%
PFM
75
Phillips Financial Management
Indiana
$612K +$11.6K +759 +2%