SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
776
Evelyn Partners Asset Management
$77.6K – – –
VCM
777
Versant Capital Management
Arizona
$66.5K -$1.85K -65 -3%
HFS
778
Horizon Financial Services
North Carolina
$65.3K – – –
CT
779
Caldwell Trust
Florida
$65.1K – – –
SRCM
780
Signature Resources Capital Management
California
$64.8K – – –
HDIM
781
Hanson & Doremus Investment Management
Vermont
$63K – – –
TFGT
782
TS Financial Group (TSFG)
Illinois
$61K – – –
UFPG
783
United Financial Planning Group
New York
$61K +$59.5K +2,095 New
MIM
784
MTM Investment Management
South Carolina
$60.7K – – –
JFA
785
JNBA Financial Advisors
Minnesota
$60.2K – – –
PFM
786
Phillips Financial Management
Indiana
$59.4K – – –
VWM
787
Vermillion Wealth Management
Minnesota
$58.5K -$2.1K -74 -4%
PC
788
Promus Capital
Illinois
$57.9K – – –
SWM
789
Spire Wealth Management
Virginia
$53.3K -$28 -1 -0.1%
PK
790
Pflug Koory
Nebraska
$51.2K +$28 +1 +0.1%
RFG
791
REAP Financial Group
Texas
$48.1K +$47K +1,654 New
KFI
792
Key Financial Inc
Pennsylvania
$47.3K – – –
BCM
793
Blume Capital Management
California
$43.7K – – –
WTC
794
WhitTier Trust Company
Nevada
$43.5K +$7.16K +252 +20%
NG
795
NWK Group
California
$41.2K – – –
CFO
796
CVA Family Office
Colorado
$41K +$142 +5 +0.4%
HWM
797
Horizons Wealth Management
North Carolina
$38.5K -$12.9K -454 -26%
FCT
798
Family Capital Trust
Massachusetts
$37.8K – – –
MSFP
799
Mark Sheptoff Financial Planning
Connecticut
$37.1K – – –
AWM
800
Abound Wealth Management
Tennessee
$36.4K +$8.52K +300 +32%
30 31
32
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