SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
801
Tidemark
California
$34.9K – – –
ME
802
McIlrath & Eck
Washington
$34.8K – – –
FCT
803
First Community Trust
Iowa
$34.6K – – –
JHCP
804
Jackson Hole Capital Partners
Oklahoma
$34.1K – – –
RDFA
805
Ritter Daniher Financial Advisory
Ohio
$32.3K +$313 +11 +1%
DI
806
DAGCO Inc
Ohio
$30.3K – – –
NEWAS
807
N.E.W. Advisory Services
Wisconsin
$29.6K – – –
HCM
808
Hollencrest Capital Management
California
$29K – – –
TAM
809
Tucker Asset Management
Colorado
$28.1K – – –
DIP
810
DT Investment Partners
Pennsylvania
$26K – – –
JWM
811
JPL Wealth Management
Colorado
$25.8K +$25.1K +885 New
DPW
812
DiNuzzo Private Wealth
Pennsylvania
$25.2K – – –
FGAM
813
Financial Gravity Asset Management
Texas
$24.2K +$23.6K +831 New
OA
814
Operose Advisors
Wisconsin
$23K +$22.4K +789 New
MSG
815
Main Street Group
Virginia
$20.1K – – –
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K -$3.41K -120 -15%
TCM
817
Tradewinds Capital Management
Washington
$19.2K – – –
FLFS
818
Family Legacy Financial Solutions
North Carolina
$19K +$85 +3 +0.5%
WCM
819
Winthrop Capital Management
Indiana
$18K – – –
OWP
820
ORG Wealth Partners
Texas
$17.2K – – –
RWM
821
RMG Wealth Management
Wisconsin
$15.9K – – –
FPB
822
First PREMIER Bank
South Dakota
$15K – – –
CWA
823
Carolina Wealth Advisors
South Carolina
$15K +$625 +22 +4%
JFG
824
JDM Financial Group
Texas
$14.1K – – –
CCM
825
Cloud Capital Management
Washington
$14K +$14.5K +510 New
31 32
33
34 35