We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Teamwork Financial Advisors
Texas
$27.7M +$8.4M +319,430 +47%
Cerity Partners
52
Cerity Partners
New York
$27.6M +$7.37M +280,257 +39%
GIA
53
GHP Investment Advisors
Colorado
$27.3M +$320K +12,158 +1%
MCM
54
MAI Capital Management
Ohio
$27M -$5.99K -228 -0%
MT
55
Midwest Trust
Kansas
$26.2M +$24.8M +945,455 New
TWM
56
Tradition Wealth Management
Minnesota
$26.1M +$239K +9,104 +1%
FAN
57
Financial Advisors Network
California
$25.3M +$1.22M +46,399 +5%
MFG
58
Merit Financial Group
Georgia
$23.6M +$12.6M +479,673 +129%
AIA
59
Ally Invest Advisors
North Carolina
$23.3M +$849K +32,300 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$23M +$941K +35,793 +4%
FFN
61
Focus Financial Network
Minnesota
$22.9M -$5.04M -191,926 -19%
PCIA
62
Prime Capital Investment Advisors
Kansas
$22.2M -$20M -760,667 -49%
PA
63
Persium Advisors
Georgia
$21.7M +$947K +36,035 +5%
SFG
64
Sage Financial Group
Pennsylvania
$21.5M -$232K -8,830 -1%
Creative Planning
65
Creative Planning
Kansas
$21.4M +$301K +11,444 +2%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M -$325K -12,356 -2%
FCI
67
Financial Counselors Inc
Kansas
$20.8M -$22.8M -869,128 -54%
NFW
68
Noble Family Wealth
Florida
$20M +$1.37M +52,009 +8%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$1.18M +44,742 +7%
KAS
70
Kestra Advisory Services
Texas
$19.4M +$4.46M +169,775 +32%
MWP
71
Meriwether Wealth & Planning
Louisiana
$19.2M +$717K +27,291 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.2M +$2.81M +107,088 +18%
EFG
73
Ethos Financial Group
Pennsylvania
$18.5M +$2.18M +82,907 +14%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$18.5M +$7.5M +285,495 +75%
DP
75
Denver PWM
Colorado
$18.3M +$594K +22,607 +4%