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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
776
KeyBank National Association
Ohio
$208K +$205K +7,016 New
RC
777
Roundview Capital
New Jersey
$208K +$205K +7,014 New
FFA
778
First Foundation Advisors
California
$204K
SWA
779
Serenus Wealth Advisors
California
$204K
HC
780
Hamilton Capital
Ohio
$204K +$201K +6,885 New
PIA
781
Pinion Investment Advisors
Kansas
$204K -$472K -16,165 -70%
GA
782
GoalVest Advisory
New York
$204K
FFWA
783
FRG Family Wealth Advisors
Washington
$203K +$201K +6,861 New
CL
784
CVFG LLC
Indiana
$203K +$200K +6,858 New
KFP
785
Kerr Financial Planning
California
$202K +$98.2K +3,359 +101%
CGFA
786
Colton Groome Financial Advisors
North Carolina
$202K -$19.7K -673 -9%
KWM
787
KW Wealth Management
California
$202K +$199K +6,819 New
WMN
788
Wealth Management Nebraska
Nebraska
$201K +$199K +6,798 New
SIC
789
Salem Investment Counselors
North Carolina
$200K
FVIM
790
Fort Vancouver Investment Management
Washington
$199K -$1.23K -42 -0.6%
BIA
791
Bell Investment Advisors
California
$192K
BA
792
Blueline Advisors
New Hampshire
$190K +$188K +6,430 New
CCM
793
Chilton Capital Management
Texas
$189K
LB
794
Legacy Bridge
Iowa
$188K
WPA
795
West Paces Advisors
Georgia
$187K
VNA
796
Valley National Advisers
Pennsylvania
$184K +$4.36K +149 +2%
TRCT
797
Tower Research Capital (TRC)
New York
$169K -$1.31M -44,753 -89%
MWA
798
Medallion Wealth Advisors
Connecticut
$164K -$9.21K -315 -5%
SIS
799
Strategic Investment Solutions
Illinois
$163K +$205 +7 +0.1%
KBFS
800
Kohmann Bosshard Financial Services
Ohio
$158K +$156K +5,347 New