We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Synergy Asset Management
Washington
$72 +$27 +1 New
OLVIG
827
Oliver Lagore Vanvalin Investment Group
Michigan
$3 -$81 -3 Closed
RGF
828
Retirement Guys Formula
Ohio
-$12.7M -473,787 Closed
First Trust Advisors
829
First Trust Advisors
Illinois
-$3.83M -142,920 Closed
DAS
830
Dynamic Advisor Solutions
Arizona
-$3.62M -135,270 Closed
CWM
831
Cedar Wealth Management
California
-$2.82M -105,384 Closed
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
-$2.77M -103,479 Closed
TNA
833
True North Advisors
Texas
-$2.13M -79,509 Closed
FTUS
834
Flow Traders U.S.
New York
-$1.24M -46,266 Closed
NAS
835
NWF Advisory Services
California
-$998K -37,239 Closed
YIH
836
Y-Intercept (HK)
Hong Kong
-$975K -36,378 Closed
EFS
837
Econ Financial Services
Pennsylvania
-$802K -29,931 Closed
HF
838
HRT Financial
New York
-$788K -29,448 Closed
SIA
839
SGL Investment Advisors
Montana
-$200K -22,038 Closed
PA
840
Prism Advisors
California
-$526K -19,626 Closed
FMWA
841
Forvis Mazars Wealth Advisors
Missouri
-$427K -15,930 Closed
DWM
842
Destination Wealth Management
California
-$278K -10,377 Closed
NFG
843
Nations Financial Group
Iowa
-$275K -10,266 Closed
AIM
844
AMI Investment Management
Indiana
-$274K -10,212 Closed
IP
845
Ignite Planners
California
-$271K -10,128 Closed
DWG
846
Darden Wealth Group
Michigan
-$260K -9,708 Closed
HGERS
847
Householder Group Estate & Retirement Specialist
Arizona
-$253K -9,480 Closed
FCM
848
Firestone Capital Management
Florida
-$243K -9,072 Closed
CCM
849
Ciovacco Capital Management
Georgia
-$236K -8,790 Closed
PWM
850
PBMares Wealth Management
Virginia
-$234K -8,721 Closed