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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
851
Kerr Financial Planning
California
$108K -$104K -3,325 -50%
NG
852
NWK Group
California
$107K +$65.7K +2,108 +149%
HR
853
Howe & Rusling
New York
$107K +$1.56K +50 +1%
FDCDDQ
854
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$105K +3,370 New
CBT
855
Crews Bank & Trust
Florida
$97.2K
EK
856
Evensky & Katz
Florida
$94K +$249 +8 +0.3%
KA
857
Kozak & Associates
Colorado
$92.1K +$436 +14 +0.5%
MHR
858
Matthew Hamilton Rosenberg
$91.5K
CNBTD
859
Citizens National Bank Trust Department
Mississippi
$90.4K
PIP
860
Peachtree Investment Partners
Florida
$88.4K +$78K +2,502 +629%
FFA
861
Founders Financial Alliance
North Carolina
$87.7K +$89.6K +2,876 New
GFA
862
Godfrey Financial Associates
New York
$81.9K
EPAM
863
Evelyn Partners Asset Management
$81.3K
Bessemer Group
864
Bessemer Group
New Jersey
$78K +$79.4K +2,549 New
SC
865
SouthState Corp
Florida
$77.5K -$1.9K -61 -2%
SA
866
SRH Advisors
Kansas
$75.8K -$51.6K -1,656 -40%
IA
867
IFG Advisory
Georgia
$69.4K +$70.9K +2,276 New
NA
868
Networth Advisors
Pennsylvania
$68.7K +$70.2K +2,253 New
HFS
869
Horizon Financial Services
North Carolina
$68.4K
CT
870
Caldwell Trust
Florida
$68.2K
SRCM
871
Signature Resources Capital Management
California
$67.9K
HDIM
872
Hanson & Doremus Investment Management
Vermont
$66K
TFGT
873
TS Financial Group (TSFG)
Illinois
$64K
SWM
874
Spire Wealth Management
Virginia
$63.9K -$374 -12 -0.6%
JFA
875
JNBA Financial Advisors
Minnesota
$63K