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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
Serenus Wealth Advisors
California
$210K
HC
802
Hamilton Capital
Ohio
$210K
GA
803
GoalVest Advisory
New York
$210K
FFWA
804
FRG Family Wealth Advisors
Washington
$209K
CL
805
CVFG LLC
Indiana
$209K
VA
806
VestGen Advisors
Illinois
$209K +$198K +6,369 New
TCIIS
807
TIAA-CREF Individual & Institutional Services
New York
$209K +$213K +6,847 New
WMN
808
Wealth Management Nebraska
Nebraska
$207K
FA
809
FSA Advisors
Michigan
$206K +$211K +6,767 New
SIC
810
Salem Investment Counselors
North Carolina
$206K
SCM
811
Saxony Capital Management
Missouri
$206K +$210K +6,739 New
CAG
812
Crestwood Advisors Group
Massachusetts
$206K +$210K +6,738 New
PFA
813
Perryman Financial Advisory
Texas
$205K +$210K +6,727 New
FVIM
814
Fort Vancouver Investment Management
Washington
$205K
Qube Research & Technologies (QRT)
815
Qube Research & Technologies (QRT)
United Kingdom
$203K -$667K -21,411 -76%
Legacy Financial Group (Iowa)
816
Legacy Financial Group (Iowa)
Iowa
$202K +$935 +30 +0.5%
BAM
817
Belpointe Asset Management
Nevada
$201K +$206K +6,606 New
APFP
818
Action Point Financial Planning
Michigan
$201K +$206K +6,604 New
PA
819
PFG Advisors
Arizona
$201K -$118K -3,790 -37%
OFA
820
Orographic Financial Advisors
Colorado
$200K +$205K +6,584 New
MTIC
821
Missouri Trust & Investment Company
Missouri
$197K +$56.3K +1,807 +39%
CCM
822
Chilton Capital Management
Texas
$195K
WPA
823
Wealth Preservation Advisors
Tennessee
$194K -$298K -9,563 -60%
LB
824
Legacy Bridge
Iowa
$193K
BA
825
Blueline Advisors
New Hampshire
$193K -$2.87K -92 -1%