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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
851
American Trust
Kentucky
– -$894K -34,290 Closed
T
852
Transce3nd
Texas
– -$807K -30,939 Closed
DCM
853
Donaldson Capital Management
Indiana
– -$584K -22,408 Closed
WWM
854
Western Wealth Management
Colorado
– -$417K -15,985 Closed
BI
855
Bradyco Inc
Massachusetts
– -$335K -12,859 Closed
SWIG
856
Strategic Wealth Investment Group
Kentucky
– -$320K -12,281 Closed
FVWA
857
Foster Victor Wealth Advisors
South Carolina
– -$286K -10,640 Closed
SPC
858
Sigma Planning Corp
Michigan
– -$243K -9,311 Closed
LWL
859
Leo Wealth LLC
Texas
– -$225K -8,629 Closed
EB
860
Emprise Bank
Kansas
– -$221K -8,460 Closed
BRIA
861
Balanced Rock Investment Advisors
Massachusetts
– -$216K -8,273 Closed
SFG
862
Synergy Financial Group
California
– -$203K -7,794 Closed
WS
863
Wedbush Securities
California
– -$203K -7,773 Closed
CFGS
864
Concourse Financial Group Securities
Alabama
– -$173K -6,402 Closed
TF
865
Tandem Financial
Colorado
– -$145K -5,568 Closed
PMFA
866
Plante Moran Financial Advisors
Michigan
– -$139K -5,330 Closed
RCM
867
Raleigh Capital Management
North Carolina
– -$114K -4,381 Closed
KBFS
868
Kohmann Bosshard Financial Services
Ohio
– -$107K -4,112 Closed
EWM
869
EPG Wealth Management
Georgia
– -$71.9K -2,758 Closed
BAM
870
Belpointe Asset Management
Nevada
– -$213K -2,677 Closed
CCP
871
Clarkston Capital Partners
Michigan
– -$57.6K -2,208 Closed
EFP
872
EnRich Financial Partners
Wisconsin
– -$45.3K -1,739 Closed
MSS
873
Mitchell Sinkler & Starr
Pennsylvania
– -$43.8K -1,680 Closed
OA
874
Operose Advisors
Wisconsin
– -$23.9K -918 Closed
GM
875
GeoWealth Management
Illinois
– -$16.6K -636 Closed
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