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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
726
Phillips Financial Management
Indiana
$53.2K – – –
PC
727
Promus Capital
Illinois
$51.9K +$53.7K +1,989 New
BCMLT
728
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.7K +$216 +8 +0.4%
HDIM
729
Hanson & Doremus Investment Management
Vermont
$46K – – –
EFP
730
EnRich Financial Partners
Wisconsin
$45.3K +$7.34K +272 +19%
MSS
731
Mitchell Sinkler & Starr
Pennsylvania
$43.8K – – –
FFO
732
Fortitude Family Office
Arizona
$42.9K +$297 +11 +0.7%
KFI
733
Key Financial Inc
Pennsylvania
$40.9K – – –
BFP
734
Briaud Financial Planning
Texas
$40K – – –
BCM
735
Blume Capital Management
California
$39.1K – – –
NG
736
NWK Group
California
$36.9K – – –
CFO
737
CVA Family Office
Colorado
$36.3K +$135 +5 +0.4%
WT
738
Washington Trust
Rhode Island
$35.3K – – –
FCT
739
Family Capital Trust
Massachusetts
$33.9K – – –
VCM
740
Versant Capital Management
Arizona
$33.3K -$2.19K -81 -6%
MSFP
741
Mark Sheptoff Financial Planning
Connecticut
$33.2K – – –
OW
742
Olistico Wealth
Oklahoma
$32.2K – – –
WTC
743
WhitTier Trust Company
Nevada
$32.1K – – –
T
744
Tidemark
California
$31.3K – – –
MAS
745
MPWM Advisory Solutions
Georgia
$31.3K +$32.4K +1,200 New
ME
746
McIlrath & Eck
Washington
$31.2K – – –
JHCP
747
Jackson Hole Capital Partners
Oklahoma
$30.5K – – –
RDFA
748
Ritter Daniher Financial Advisory
Ohio
$30.3K – – –
GWANC
749
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.2K – – –
FPB
750
First PREMIER Bank
South Dakota
$27K – – –
28 29
30
31 32