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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
801
Halbert Hargrove Global Advisors
California
$158K +$149K +5,098 +2,296%
AIA
802
Arcadia Investment Advisors
Idaho
$157K – – –
MIA
803
MeadowBrook Investment Advisors
Michigan
$148K – – –
HFS
804
Hantz Financial Services
Michigan
$144K – – –
RWM
805
RMG Wealth Management
Wisconsin
$143K +$119K +4,058 +745%
CAM
806
Costello Asset Management
Pennsylvania
$141K -$14.1K -481 -9%
LWM
807
Lodestone Wealth Management
Washington
$140K +$138K +4,734 New
MTIC
808
Missouri Trust & Investment Company
Missouri
$138K +$5.55K +190 +4%
PTC
809
Private Trust Company
Ohio
$136K +$555 +19 +0.4%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$133K +$132K +4,507 New
TCM
811
TD Capital Management
Tennessee
$132K +$731 +25 +0.6%
PB
812
Pinnacle Bancorp
Nebraska
$128K – – –
AG
813
AmeriFlex Group
Nevada
$127K -$43.3K -1,480 -26%
RWM
814
Raffa Wealth Management
District of Columbia
$126K – – –
SA
815
SRH Advisors
Kansas
$123K – – –
LBC
816
Lowe Brockenbrough & Co
Virginia
$116K -$7.89K -270 -6%
RF
817
Robbins Farley
New Hampshire
$114K -$60.2K -2,061 -35%
CFB
818
Cullen/Frost Bankers
Texas
$104K +$585 +20 +0.6%
HR
819
Howe & Rusling
New York
$103K +$555 +19 +0.6%
RFP
820
Root Financial Partners
California
$97.1K +$4K +137 +4%
CBT
821
Crews Bank & Trust
Florida
$94.3K – – –
EK
822
Evensky & Katz
Florida
$91K +$409 +14 +0.5%
MHR
823
Matthew Hamilton Rosenberg
$88.8K – – –
KA
824
Kozak & Associates
Colorado
$88.5K +$468 +16 +0.6%
CNBTD
825
Citizens National Bank Trust Department
Mississippi
$87.8K – – –
31 32
33
34 35