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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
776
AmeriFlex Group
Nevada
$66.4K +$20.5K +780 +48%
VCM
777
Versant Capital Management
Arizona
$65K +$28.6K +1,089 +86%
HFS
778
Horizon Financial Services
North Carolina
$62.1K – – –
CT
779
Caldwell Trust
Florida
$61.8K – – –
SRCM
780
Signature Resources Capital Management
California
$61.6K -$57K -2,169 -49%
HDIM
781
Hanson & Doremus Investment Management
Vermont
$60K – – –
BFP
782
Briaud Financial Planning
Texas
$58K – – –
TFGT
783
TS Financial Group (TSFG)
Illinois
$58K – – –
VWM
784
Vermillion Wealth Management
Minnesota
$57.7K -$210 -8 -0.4%
MIM
785
MTM Investment Management
South Carolina
$57.7K – – –
JFA
786
JNBA Financial Advisors
Minnesota
$57.2K – – –
PFM
787
Phillips Financial Management
Indiana
$56.4K – – –
PC
788
Promus Capital
Illinois
$55K – – –
AWM
789
Atticus Wealth Management
Florida
$54K +$51.3K +1,950 New
SWM
790
Spire Wealth Management
Virginia
$50.6K -$404K -15,366 -89%
HWM
791
Horizons Wealth Management
North Carolina
$49.1K -$15.2K -580 -25%
PK
792
Pflug Koory
Nebraska
$48.7K +$26 +1 +0.1%
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K -$2.52K -96 -5%
KFI
794
Key Financial Inc
Pennsylvania
$44.9K +$1.37K +52 +3%
BCM
795
Blume Capital Management
California
$41.5K – – –
TIM
796
Total Investment Management
Arizona
$41.1K +$39K +1,485 New
NG
797
NWK Group
California
$39.2K – – –
CFO
798
CVA Family Office
Colorado
$38.9K +$131 +5 +0.4%
FCT
799
Family Capital Trust
Massachusetts
$35.9K – – –
MSFP
800
Mark Sheptoff Financial Planning
Connecticut
$35.3K – – –
30 31
32
33 34