We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$15M -$394K -18,291 -2%
SWRP
52
Summit Wealth & Retirement Planning
California
$14.9M +$297K +13,809 +2%
Creative Planning
53
Creative Planning
Kansas
$14.4M -$333K -15,468 -2%
CAN
54
Cetera Advisor Networks
California
$14.3M +$1.84M +85,668 +13%
SAMC
55
Spectrum Asset Management (California)
California
$14.3M -$46.9K -2,178 -0.3%
GIA
56
GHP Investment Advisors
Colorado
$14.2M +$309K +14,370 +2%
PA
57
Prism Advisors
California
$13.8M +$78.7K +3,657 +0.5%
PCIA
58
Prime Capital Investment Advisors
Kansas
$12.6M -$1.81M -84,054 -11%
SWA
59
Stratos Wealth Advisors
Ohio
$12.5M +$8.79M +408,075 +176%
BHB
60
Bank Hapoalim BM
Israel
$12.4M
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$12.3M +$7M +325,068 +107%
DP
62
Denver PWM
Colorado
$12.1M +$343K +15,921 +3%
FAN
63
Financial Advisors Network
California
$11.5M +$268K +12,426 +2%
GB
64
Goepper Burkhardt
South Carolina
$11.2M -$202K -9,405 -2%
IWA
65
IVC Wealth Advisors
Pennsylvania
$11.1M -$98.3K -4,566 -0.8%
IAN
66
Integrated Advisors Network
Texas
$11M -$20.3K -945 -0.2%
FA
67
Financial Advisors
Massachusetts
$10.9M +$3.1M +144,033 +35%
MA
68
Mutual Advisors
Nebraska
$10.9M +$237K +11,001 +2%
KAS
69
Kestra Advisory Services
Texas
$10.3M -$4.72M -219,423 -29%
CWA
70
Cornerstone Wealth Advisors
Minnesota
$10.2M -$349K -16,221 -3%
SFA
71
Seneca Financial Advisors
New York
$9.8M +$1.01M +47,019 +10%
TCPWM
72
Traverso Chambers Private Wealth Management
California
$9.61M +$392K +18,213 +4%
EWM
73
Empirical Wealth Management
Washington
$9.22M +$1.07M +49,884 +12%
MML Investors Services
74
MML Investors Services
Massachusetts
$8.62M +$1.65M +76,641 +21%
CI
75
CX Institutional
Indiana
$8.55M -$6.68M -310,197 -41%