We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
876
JNBA Financial Advisors
Minnesota
$63K – – –
BH
877
Burk Holdings
Oklahoma
$61.2K +$62.5K +2,007 New
AP
878
Advisortrust Partners
North Carolina
$58K +$59.3K +1,903 New
Ancora Advisors
879
Ancora Advisors
Ohio
$57.9K – – –
PK
880
Pflug Koory
Nebraska
$53.4K – – –
IWS
881
Intentional Wealth Strategies
Colorado
$52.7K +$53.8K +1,728 New
VWM
882
Vermillion Wealth Management
Minnesota
$49.5K -$12.4K -398 -20%
KFI
883
Key Financial Inc
Pennsylvania
$49.4K – – –
MIM
884
MTM Investment Management
South Carolina
$49.4K -$14.5K -466 -22%
AWA
885
Acumen Wealth Advisors
Tennessee
$48.5K – – –
SWA
886
Strategic Wealth Advisors
Arizona
$46K +$23.2K +746 +96%
BCM
887
Blume Capital Management
California
$45.8K – – –
WCM
888
Winthrop Capital Management
Indiana
$43K +$24.9K +800 +131%
MSFP
889
Mark Sheptoff Financial Planning
Connecticut
$41.5K – – –
FCT
890
Family Capital Trust
Massachusetts
$39.1K -$561 -18 -1%
WETS
891
Wealth Enhancement Trust Services
South Dakota
$38.5K – – –
T
892
Tidemark
California
$36.6K – – –
ME
893
McIlrath & Eck
Washington
$36.5K – – –
FCT
894
First Community Trust
Iowa
$36.2K – – –
CFO
895
CVA Family Office
Colorado
$34K -$9.35K -300 -21%
RDFA
896
Ritter Daniher Financial Advisory
Ohio
$33.3K -$1.12K -36 -3%
VCM
897
Versant Capital Management
Arizona
$33.2K – – –
PFM
898
Phillips Financial Management
Indiana
$32.5K -$30.3K -973 -48%
GSEP
899
Golden State Equity Partners
California
$32K +$32.7K +1,048 New
DI
900
DAGCO Inc
Ohio
$31.8K – – –