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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
876
Compass Planning Associates
Massachusetts
-$2.63M -95,101 Closed
ECM
877
Evergreen Capital Management
Washington
-$1.86M -67,383 Closed
TNA
878
True North Advisors
Texas
-$1.59M -57,401 Closed
AAP
879
Arax Advisory Partners
Colorado
-$1.62M -57,185 Closed
NWAG
880
Net Worth Advisory Group
Utah
-$1.56M -56,339 Closed
BRWA
881
B. Riley Wealth Advisors
Florida
-$1.18M -42,565 Closed
FTUS
882
Flow Traders U.S.
New York
-$1.11M -40,151 Closed
FAIM
883
Financial Advocates Investment Management
Washington
-$918K -33,176 Closed
D.E. Shaw & Co
884
D.E. Shaw & Co
New York
-$855K -30,902 Closed
AG
885
Ascent Group
Virginia
-$718K -25,939 Closed
JCIA
886
Jackson Creek Investment Advisors
Colorado
-$494K -17,865 Closed
SB
887
Strategic Blueprint
Georgia
-$404K -14,603 Closed
Legacy Financial Group (Iowa)
888
Legacy Financial Group (Iowa)
Iowa
-$383K -13,833 Closed
FA
889
FSA Advisors
Michigan
-$318K -11,481 Closed
FPCP
890
Fort Point Capital Partners
California
-$307K -11,103 Closed
FFS
891
Founders Financial Securities
Maryland
-$293K -10,592 Closed
AWM
892
Accel Wealth Management
Iowa
-$278K -10,031 Closed
GWM
893
Gibbs Wealth Management
Georgia
-$273K -9,871 Closed
FWS
894
FinDec Wealth Services
California
-$245K -8,843 Closed
IA
895
IFG Advisory
Georgia
-$244K -8,827 Closed
LWL
896
Leo Wealth LLC
Texas
-$241K -8,692 Closed
KPWG
897
KFA Private Wealth Group
Virginia
-$240K -8,661 Closed
QCM
898
QRG Capital Management
Illinois
-$232K -8,379 Closed
PWPS
899
Pinnacle Wealth Planning Services
Ohio
-$222K -8,025 Closed
CCAL
900
City Center Advisors LLC
Michigan
-$214K -7,748 Closed