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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$15.7M +$181K +8,049 +1%
SWRP
52
Summit Wealth & Retirement Planning
California
$15.6M +$397K +17,670 +2%
CI
53
CX Institutional
Indiana
$15.6M -$5.82M -259,149 -26%
KAS
54
Kestra Advisory Services
Texas
$15.5M +$5.81M +258,903 +53%
SAMC
55
Spectrum Asset Management (California)
California
$15.3M -$3.45M -153,627 -17%
PCIA
56
Prime Capital Investment Advisors
Kansas
$15.2M +$4.75M +211,437 +41%
GIA
57
GHP Investment Advisors
Colorado
$14.9M +$648K +28,884 +4%
ACA
58
Ackerman Capital Advisors
Texas
$14.8M -$1.34M -59,523 -8%
PA
59
Prism Advisors
California
$14.7M -$201K -8,967 -1%
GC
60
Garde Capital
Washington
$13.9M -$1.27M -56,754 -8%
CAN
61
Cetera Advisor Networks
California
$13.5M -$1.41M -62,922 -9%
BHB
62
Bank Hapoalim BM
Israel
$13.2M
DP
63
Denver PWM
Colorado
$12.3M +$786K +35,016 +6%
GB
64
Goepper Burkhardt
South Carolina
$12.1M -$320K -14,241 -2%
FAN
65
Financial Advisors Network
California
$12M -$164K -7,299 -1%
IWA
66
IVC Wealth Advisors
Pennsylvania
$11.9M -$1.07M -47,628 -8%
IAN
67
Integrated Advisors Network
Texas
$11.7M +$178K +7,929 +1%
WCA
68
Waypoint Capital Advisors
Minnesota
$11.5M +$12.4M +554,448 New
MA
69
Mutual Advisors
Nebraska
$11.4M -$300K -13,380 -2%
CWA
70
Cornerstone Wealth Advisors
Minnesota
$11.2M -$65.3K -2,907 -0.5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$10.6M -$1.01M -45,216 -8%
TCPWM
72
Traverso Chambers Private Wealth Management
California
$9.88M +$230K +10,227 +2%
SFA
73
Seneca Financial Advisors
New York
$9.47M +$1.4M +62,535 +16%
CAM
74
Cresset Asset Management
Illinois
$9.31M +$263K +11,700 +3%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$9.15M +$515K +22,938 +6%