SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZI
876
ZEGA Investments
Florida
– -$2.98M -107,734 Closed
CPA
877
Compass Planning Associates
Massachusetts
– -$2.63M -95,101 Closed
ECM
878
Evergreen Capital Management
Washington
– -$1.86M -67,383 Closed
TNA
879
True North Advisors
Texas
– -$1.59M -57,401 Closed
AAP
880
Arax Advisory Partners
Colorado
– -$1.62M -57,185 Closed
NWAG
881
Net Worth Advisory Group
Utah
– -$1.56M -56,339 Closed
BRWA
882
B. Riley Wealth Advisors
Florida
– -$1.18M -42,565 Closed
FTUS
883
Flow Traders U.S.
New York
– -$1.11M -40,151 Closed
FAIM
884
Financial Advocates Investment Management
Washington
– -$918K -33,176 Closed
D.E. Shaw & Co
885
D.E. Shaw & Co
New York
– -$855K -30,902 Closed
AG
886
Ascent Group
Virginia
– -$718K -25,939 Closed
JCIA
887
Jackson Creek Investment Advisors
Colorado
– -$494K -17,865 Closed
SB
888
Strategic Blueprint
Georgia
– -$404K -14,603 Closed
Legacy Financial Group (Iowa)
889
Legacy Financial Group (Iowa)
Iowa
– -$383K -13,833 Closed
FA
890
FSA Advisors
Michigan
– -$318K -11,481 Closed
FPCP
891
Fort Point Capital Partners
California
– -$307K -11,103 Closed
FFS
892
Founders Financial Securities
Maryland
– -$293K -10,592 Closed
AWM
893
Accel Wealth Management
Iowa
– -$278K -10,031 Closed
GWM
894
Gibbs Wealth Management
Georgia
– -$273K -9,871 Closed
FWS
895
FinDec Wealth Services
California
– -$245K -8,843 Closed
IA
896
IFG Advisory
Georgia
– -$244K -8,827 Closed
LWL
897
Leo Wealth LLC
Texas
– -$241K -8,692 Closed
KPWG
898
KFA Private Wealth Group
Virginia
– -$240K -8,661 Closed
QCM
899
QRG Capital Management
Illinois
– -$232K -8,379 Closed
PWPS
900
Pinnacle Wealth Planning Services
Ohio
– -$222K -8,025 Closed