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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
726
Revolve Wealth Partners
New Jersey
$303K -$20.9K -636 -7%
AIM
727
Aspen Investment Management
Michigan
$301K -$9.69K -294 -3%
CAM
728
Clark Asset Management
New Hampshire
$300K +$24.8K +754 +10%
IAS
729
Integrity Advisory Solutions
Texas
$299K +$283K +8,595 New
TIA
730
TCFG Investment Advisors
California
$296K – – –
MC
731
Matisse Capital
Oregon
$296K – – –
FWM
732
Focused Wealth Management
New York
$293K +$1.25K +38 +0.5%
HCM
733
Hengehold Capital Management
Ohio
$291K -$8.7K -264 -3%
HAP
734
Harbor Asset Planning
Massachusetts
$290K +$1.22K +37 +0.4%
LFS
735
Lutz Financial Services
Nebraska
$288K – – –
PWM
736
Penobscot Wealth Management
Maine
$287K +$1.05K +32 +0.4%
DT
737
Diversified Trust
Tennessee
$286K -$16K -487 -6%
BLFG
738
Brian Low Financial Group
Louisiana
$286K +$33 +1 +0%
EL
739
Essex LLC
Illinois
$285K +$99 +3 +0%
SI
740
Seeds Investor
New York
$285K -$1.22M -37,160 -82%
WS
741
Wedbush Securities
California
$284K +$18.9K +575 +8%
PI
742
PFG Investments
New York
$283K -$34.3K -1,041 -11%
RWM
743
RBA Wealth Management
California
$283K -$53.5K -1,625 -17%
MA
744
MONECO Advisors
Connecticut
$283K -$9.59K -291 -3%
AWM
745
Aprio Wealth Management
Georgia
$283K +$758 +23 +0.3%
AG
746
Advocate Group
Minnesota
$282K – – –
HIF
747
Hill Island Financial
Michigan
$282K – – –
GI
748
GS Investments
Minnesota
$280K -$165 -5 -0.1%
LSL
749
Legacy Solutions LLC
Pennsylvania
$279K +$6.92K +210 +3%
CFP
750
Comprehensive Financial Planning
Pennsylvania
$279K – – –
28 29
30
31 32