SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Belpointe Asset Management
Nevada
$210K +$205K +7,224 New
GI
727
GAMMA Investing
California
$210K – – –
MNA
728
Manning & Napier Advisors
New York
$210K +$205K +7,200 New
RMP
729
Richards, Merrill & Peterson
Washington
$209K +$204K +7,192 New
PIM
730
Pullen Investment Management
Florida
$209K +$204K +7,167 New
VA
731
Valmark Advisers
Ohio
$209K -$10.5K -369 -5%
IP
732
Ignite Planners
California
$206K +$201K +7,090 New
LEFP
733
Leading Edge Financial Planning
Tennessee
$206K +$201K +7,061 New
AP
734
Appleton Partners
Massachusetts
$205K +$200K +7,031 New
CA
735
CoreCap Advisors
Michigan
$203K +$66.3K +2,335 +51%
FFA
736
First Foundation Advisors
California
$201K +$196K +6,903 New
SWA
737
Serenus Wealth Advisors
California
$201K +$196K +6,891 New
GA
738
GoalVest Advisory
New York
$200K – – –
SIC
739
Salem Investment Counselors
North Carolina
$197K -$38.4K -1,353 -17%
FVIM
740
Fort Vancouver Investment Management
Washington
$197K – – –
BIA
741
Bell Investment Advisors
California
$189K -$167K -5,877 -48%
CCM
742
Chilton Capital Management
Texas
$186K – – –
LB
743
Legacy Bridge
Iowa
$185K +$180K +6,341 New
WPA
744
West Paces Advisors
Georgia
$183K – – –
VNA
745
Valley National Advisers
Pennsylvania
$177K +$24.1K +849 +16%
RF
746
Robbins Farley
New Hampshire
$172K -$767 -27 -0.5%
MWA
747
Medallion Wealth Advisors
Connecticut
$170K +$23.8K +838 +17%
AAS
748
Ameritas Advisory Services
Nebraska
$169K -$253K -8,918 -61%
AG
749
AmeriFlex Group
Nevada
$168K +$95.3K +3,355 +139%
SIS
750
Strategic Investment Solutions
Illinois
$160K -$13.1K -462 -8%
28 29
30
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