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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
876
Lowe Brockenbrough & Co
Virginia
$136K – – –
FCT
877
First Community Trust
Iowa
$125K +$79K +2,397 +202%
HR
878
Howe & Rusling
New York
$123K +$527 +16 +0.5%
NG
879
NWK Group
California
$123K – – –
NAC
880
NI Acquisitions Company
Pennsylvania
$120K +$32.6K +990 New
KFP
881
Kerr Financial Planning
California
$118K +$527 +16 +0.5%
GFA
882
Godfrey Financial Associates
New York
$113K +$14.8K +450 +17%
CBT
883
Crews Bank & Trust
Florida
$111K – – –
FWA
884
Flagship Wealth Advisors
Massachusetts
$109K +$104K +3,144 New
MHR
885
Matthew Hamilton Rosenberg
$104K – – –
CNBTD
886
Citizens National Bank Trust Department
Mississippi
$103K – – –
PIP
887
Peachtree Investment Partners
Florida
$101K +$33 +1 +0%
KA
888
Kozak & Associates
Colorado
$100K +$428 +13 +0.4%
CFB
889
Cullen/Frost Bankers
Texas
$90.1K +$85.3K +2,589 New
EK
890
Evensky & Katz
Florida
$90K -$16.5K -502 -16%
SC
891
SouthState Corp
Florida
$88.9K +$362 +11 +0.4%
SA
892
SRH Advisors
Kansas
$86.5K – – –
IFWM
893
Institute for Wealth Management
Colorado
$82K +$77.6K +2,355 New
OA
894
Operose Advisors
Wisconsin
$81.1K -$45.3K -1,374 -37%
HFS
895
Horizon Financial Services
North Carolina
$78.1K – – –
CT
896
Caldwell Trust
Florida
$77.8K – – –
SRCM
897
Signature Resources Capital Management
California
$77.5K – – –
HDIM
898
Hanson & Doremus Investment Management
Vermont
$76K – – –
TFGT
899
TS Financial Group (TSFG)
Illinois
$73K – – –
JFA
900
JNBA Financial Advisors
Minnesota
$72K – – –
34 35
36
37 38