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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
751
Pflug Koory
Nebraska
$46.7K -$17.7K -660 -27%
FFO
752
Fortitude Family Office
Arizona
$44K +$215 +8 +0.5%
AG
753
AmeriFlex Group
Nevada
$43.6K +$19.4K +721 +79%
KFI
754
Key Financial Inc
Pennsylvania
$41.7K – – –
BCM
755
Blume Capital Management
California
$39.9K – – –
NG
756
NWK Group
California
$37.6K – – –
CFO
757
CVA Family Office
Colorado
$37.2K +$134 +5 +0.4%
MIM
758
Marshall Investment Management
Colorado
$37K +$37.4K +1,392 New
WT
759
Washington Trust
Rhode Island
$36K – – –
FCT
760
Family Capital Trust
Massachusetts
$34.5K – – –
MSFP
761
Mark Sheptoff Financial Planning
Connecticut
$33.9K – – –
VCM
762
Versant Capital Management
Arizona
$33.5K -$510 -19 -1%
OW
763
Olistico Wealth
Oklahoma
$32.9K – – –
WTC
764
WhitTier Trust Company
Nevada
$32.8K – – –
MAS
765
MPWM Advisory Solutions
Georgia
$31.9K – – –
T
766
Tidemark
California
$31.9K – – –
ME
767
McIlrath & Eck
Washington
$31.8K – – –
BTI
768
Blue Trust Inc
Georgia
$31.6K -$56.8K -2,116 -64%
JHCP
769
Jackson Hole Capital Partners
Oklahoma
$31.1K – – –
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$29.2K -$1.69K -63 -5%
KIG
771
Kessler Investment Group
Indiana
$28.9K +$29.1K +1,086 New
GWANC
772
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.8K – – –
DI
773
DAGCO Inc
Ohio
$27.7K +$27.9K +1,041 New
NEWAS
774
N.E.W. Advisory Services
Wisconsin
$27K +$27.3K +1,017 New
HCM
775
Hollencrest Capital Management
California
$26.5K – – –
29 30
31
32 33