We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
901
CFS Investment Advisory Services
New Jersey
– -$212K -7,677 Closed
BI
902
Bradyco Inc
Massachusetts
– -$209K -7,539 Closed
AOWM
903
Alpha Omega Wealth Management
Virginia
– -$209K -7,536 Closed
GI
904
Gradient Investments
Minnesota
– -$201K -7,282 Closed
TCM
905
Traub Capital Management
Massachusetts
– -$98.1K -3,545 Closed
CIA
906
Choate Investment Advisors
Massachusetts
– -$84.1K -3,041 Closed
SO
907
Sierra Ocean
California
– -$83K -3,000 Closed
BFP
908
Briaud Financial Planning
Texas
– -$58K -2,112 Closed
AWM
909
Atticus Wealth Management
Florida
– -$54K -1,950 Closed
BCMLT
910
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$47.2K -1,706 Closed
TIM
911
Total Investment Management
Arizona
– -$41.1K -1,485 Closed
OW
912
Olistico Wealth
Oklahoma
– -$34.2K -1,236 Closed
KFP
913
Keener Financial Planning
Texas
– -$34K -1,233 Closed
KIG
914
Kessler Investment Group
Indiana
– -$30.1K -1,086 Closed
GWANC
915
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$28.9K -1,044 Closed
BMM
916
Berkshire Money Management
Massachusetts
– -$24K -867 Closed
DRP
917
Decker Retirement Planning
Utah
– -$9.88K -357 Closed
FMP
918
Financial Management Professionals
Texas
– -$5.15K -186 Closed
KGP
919
Keystone Global Partners
Colorado
– -$4.81K -174 Closed
BIG
920
Brooklyn Investment Group
New York
– -$4.65K -168 Closed
TPWA
921
Twin Peaks Wealth Advisors
California
– -$1.84K -65 Closed
SIS
922
Sound Income Strategies
Florida
– -$996 -36 Closed
NC
923
NewSquare Capital
Pennsylvania
– -$336 -12 Closed
33 34 35 36
37