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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STFP
776
Signal Tree Financial Partners
Ohio
$232K
WS
777
Wedbush Securities
California
$231K
CA
778
Claro Advisors
Massachusetts
$230K +$235K +7,528 New
TP
779
TritonPoint Partners
Maryland
$229K +$234K +7,518 New
HAS
780
HBW Advisory Services
California
$228K +$233K +7,470 New
TWA
781
TCI Wealth Advisors
Arizona
$227K
SFG
782
Synergy Financial Group
California
$226K
WI
783
Wedgewood Investors
Pennsylvania
$225K
JIC
784
Joel Isaacson & Co
New York
$225K -$61.6K -1,977 -21%
PPC
785
Pennington Partners & Co
Maryland
$224K +$229K +7,338 New
KMWM
786
Keudell/Morrison Wealth Management
Oregon
$223K +$227K +7,300 New
PWPS
787
Pinnacle Wealth Planning Services
Ohio
$222K +$86.2K +2,766 +61%
GI
788
GAMMA Investing
California
$220K
RMP
789
Richards, Merrill & Peterson
Washington
$219K
PWM
790
Praetorian Wealth Management
California
$218K -$26.2K -842 -11%
GWMR
791
GC Wealth Management RIA
Massachusetts
$217K -$48.3K -1,550 -18%
EPI
792
Eddie Patel Inc
Illinois
$217K +$222K +7,121 New
CWAI
793
Core Wealth Advisors (Indiana)
Indiana
$216K
CB
794
Commerce Bank
Missouri
$216K
LEFP
795
Leading Edge Financial Planning
Tennessee
$215K
Empower Advisory Group
796
Empower Advisory Group
Colorado
$215K +$219K +7,038 New
AP
797
Appleton Partners
Massachusetts
$214K
FSBI
798
Fearless Solutions (Best Invest)
Texas
$214K -$1.37K -44 -0.6%
FFA
799
First Foundation Advisors
California
$211K
CPA
800
Capital Performance Advisors
California
$211K -$16.9K -541 -7%