We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
776
Legacy Edge Advisors
New York
$257K -$61.7K -1,873 -20%
CAP
777
Columbia Advisory Partners
Washington
$256K -$63.6K -1,931 -21%
CWM
778
Carolina Wealth Management
North Carolina
$256K +$242K +7,360 New
PPC
779
Pennington Partners & Co
Maryland
$255K – – –
SFS
780
Sunrise Financial Services
Washington
$255K -$10.3K -312 -4%
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$255K +$1.78K +54 +0.7%
KMWM
782
Keudell/Morrison Wealth Management
Oregon
$254K – – –
RIM
783
Rockbridge Investment Management
New York
$254K -$224K -6,813 -48%
QCM
784
QRG Capital Management
Illinois
$254K +$240K +7,287 New
SEP
785
Signature Equity Partners
Ohio
$253K -$164K -4,992 -41%
GI
786
GAMMA Investing
California
$251K – – –
MFG
787
Mainsail Financial Group
Washington
$251K +$238K +7,210 New
BIA
788
Bell Investment Advisors
California
$247K -$49.9K -1,514 -18%
CWAI
789
Core Wealth Advisors (Indiana)
Indiana
$247K – – –
CB
790
Commerce Bank
Missouri
$246K – – –
HBT
791
Hills Bank & Trust
Iowa
$246K +$233K +7,070 New
LEFP
792
Leading Edge Financial Planning
Tennessee
$246K -$33 -1 -0%
CA
793
Claro Advisors
Massachusetts
$245K -$16.5K -502 -7%
FSBI
794
Fearless Solutions (Best Invest)
Texas
$244K – – –
PFA
795
Perryman Financial Advisory
Texas
$241K +$6.88K +209 +3%
GWM
796
GDS Wealth Management
Texas
$241K +$228K +6,932 New
PWM
797
Praetorian Wealth Management
California
$240K – – –
SWA
798
Serenus Wealth Advisors
California
$240K – – –
JIC
799
Joel Isaacson & Co
New York
$240K -$15.7K -478 -6%
HC
800
Hamilton Capital
Ohio
$240K – – –
30 31
32
33 34