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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
901
Fisher Asset Management
Washington
-$342K -12,855 Closed
CAI
902
Capital Advisors Inc
Oklahoma
-$321K -12,069 Closed
TWM
903
TriaGen Wealth Management
California
-$300K -11,295 Closed
PA
904
PFG Advisors
Arizona
-$270K -10,155 Closed
Empower Advisory Group
905
Empower Advisory Group
Colorado
-$223K -8,376 Closed
TSS
906
Two Sigma Securities
New York
-$221K -8,331 Closed
AP
907
Appleton Partners
Massachusetts
-$211K -7,920 Closed
CPA
908
Capital Performance Advisors
California
-$210K -7,895 Closed
FMWA
909
Forvis Mazars Wealth Advisors
Missouri
-$209K -7,857 Closed
DWM
910
Destination Wealth Management
California
-$209K -7,850 Closed
WF
911
WinCap Financial
Massachusetts
-$203K -7,621 Closed
WF
912
Wayfinding Financial
Washington
-$163K -6,162 Closed
NP
913
NorthRock Partners
Minnesota
-$99K -3,724 Closed
CCM
914
Coldstream Capital Management
Washington
-$72.1K -2,712 Closed
FFO
915
Fortitude Family Office
Arizona
-$44K -1,654 Closed
MIM
916
Marshall Investment Management
Colorado
-$37K -1,392 Closed
WT
917
Washington Trust
Rhode Island
-$36K -1,353 Closed
MAS
918
MPWM Advisory Solutions
Georgia
-$31.9K -1,200 Closed
FMII
919
Farmers & Merchants Investments Inc
Nebraska
-$26.1K -981 Closed
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
-$24.3K -915 Closed
AT
921
Arlington Trust
Alabama
-$23.4K -879 Closed
BF
922
BOK Financial
Oklahoma
-$19.5K -735 Closed
EWM
923
Evermay Wealth Management
Virginia
-$12K -450 Closed
SC
924
Swan Capital
Florida
-$11.4K -429 Closed
LC
925
Luminist Capital
Michigan
-$10.4K -392 Closed