We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$20.5M -$1.01M -42,243 -5%
SAM
52
Summit Asset Management
Tennessee
$19.8M +$615K +25,647 +3%
BDF
53
Black Diamond Financial
Maryland
$17.9M
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$17.7M +$9.2M +383,556 +121%
AAS
55
Avantax Advisory Services
Texas
$17.6M +$5.9M +246,204 +55%
NFW
56
Noble Family Wealth
Florida
$17.5M -$1.3M -54,393 -7%
GC
57
Garde Capital
Washington
$17.2M -$688K -28,677 -4%
JP Morgan Chase
58
JP Morgan Chase
New York
$16.5M -$1.65M -69,015 -10%
SAMC
59
Spectrum Asset Management (California)
California
$16.5M -$15.9M -662,556 -50%
DP
60
Denver PWM
Colorado
$16.1M +$15.5M +646,848 New
CAN
61
Cetera Advisor Networks
California
$16M -$1.87M -77,943 -11%
CIA
62
Cape Investment Advisory
Georgia
$15.4M +$157K +6,534 +1%
SFA
63
Seneca Financial Advisors
New York
$15.3M +$216K +9,009 +2%
KAS
64
Kestra Advisory Services
Texas
$15.2M +$4.2M +175,101 +41%
AIA
65
Ally Invest Advisors
North Carolina
$14.7M +$2.25M +93,726 +19%
AFG
66
Atomi Financial Group
New York
$14.7M +$7.56M +315,309 +119%
MML Investors Services
67
MML Investors Services
Massachusetts
$14.7M -$1.24M -51,534 -8%
MA
68
Mutual Advisors
Nebraska
$14.6M -$15.5K -648 -0.1%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$14.6M -$282K -11,751 -2%
PWM
70
Perigon Wealth Management
California
$13.8M +$496K +20,697 +4%
MWA
71
Martel Wealth Advisors
Washington
$13.5M -$221K -9,210 -2%
GSIS
72
Global Strategic Investment Solutions
Arizona
$13.3M +$10.2K +426 +0.1%
GB
73
Goepper Burkhardt
South Carolina
$13.1M -$423K -17,622 -3%
EFG
74
Ethos Financial Group
Pennsylvania
$12.9M +$463K +19,302 +4%
IAN
75
Integrated Advisors Network
Texas
$12.4M -$1M -41,733 -8%