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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
726
Cullen/Frost Bankers
Texas
$97.5K +$510 +19 +0.5%
HR
727
Howe & Rusling
New York
$90.8K -$5.61K -209 -6%
EK
728
Evensky & Katz
Florida
$85K -$10.4K -387 -11%
CBT
729
Crews Bank & Trust
Florida
$84.7K – – –
MHR
730
Matthew Hamilton Rosenberg
$79.7K – – –
SO
731
Sierra Ocean
California
$79.7K – – –
CNBTD
732
Citizens National Bank Trust Department
Mississippi
$78.8K -$17K -635 -18%
PTC
733
Private Trust Company
Ohio
$74.1K +$74.6K +2,779 +30,878%
AA
734
Ancora Advisors
Ohio
$73.6K – – –
CCM
735
Coldstream Capital Management
Washington
$72.1K +$72.8K +2,712 New
KA
736
Kozak & Associates
Colorado
$71.5K +$403 +15 +0.5%
EPAM
737
Evelyn Partners Asset Management
$70.9K – – –
HWM
738
Horizons Wealth Management
North Carolina
$62.6K +$63.2K +2,356 New
CA
739
Continuum Advisory
Idaho
$61.2K -$117K -4,377 -66%
HFS
740
Horizon Financial Services
North Carolina
$59.6K – – –
CT
741
Caldwell Trust
Florida
$59.4K – – –
HDIM
742
Hanson & Doremus Investment Management
Vermont
$58K +$11K +408 +23%
BFP
743
Briaud Financial Planning
Texas
$56K +$14.9K +555 +36%
VWM
744
Vermillion Wealth Management
Minnesota
$55.6K -$19.1K -713 -25%
MIM
745
MTM Investment Management
South Carolina
$55.4K +$56K +2,085 New
TFGT
746
TS Financial Group (TSFG)
Illinois
$55K +$56K +2,088 New
JFA
747
JNBA Financial Advisors
Minnesota
$54.9K -$11K -411 -17%
PFM
748
Phillips Financial Management
Indiana
$54.2K – – –
PC
749
Promus Capital
Illinois
$52.9K – – –
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K +$242 +9 +0.5%
28 29
30
31 32