We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
926
DT Investment Partners
Pennsylvania
$31.1K – – –
JWM
927
JPL Wealth Management
Colorado
$30.8K – – –
DPW
928
DiNuzzo Private Wealth
Pennsylvania
$30.5K – – –
AWM
929
Abound Wealth Management
Tennessee
$30.1K – – –
SIM
930
Sims Investment Management
Ohio
$29.2K +$27.6K +838 New
FGC
931
Financial Gravity Companies
Texas
$28.9K +$27.4K +831 New
GSEP
932
Golden State Equity Partners
California
$25.2K -$10.7K -325 -31%
TWD
933
True Wealth Design
Ohio
$24.4K – – –
CJ
934
Caitlin John
Michigan
$24.4K +$23.1K +700 New
VL
935
Vima LLC
Michigan
$23.7K +$22.5K +682 New
SWA
936
Strategic Wealth Advisors
Arizona
$23K -$24.6K -746 -49%
TCM
937
Tradewinds Capital Management
Washington
$23K – – –
BF
938
Brooklyn FI
New York
$22.7K +$21.9K +664 New
RFG
939
REAP Financial Group
Texas
$22.4K +$66 +2 +0.3%
AFC
940
Ares Financial Consulting
California
$21.7K +$66 +2 +0.3%
CTWM
941
Cherry Tree Wealth Management
Minnesota
$21.3K +$15.1K +459 +300%
CWA
942
Carolina Wealth Advisors
South Carolina
$21K +$758 +23 +4%
OWP
943
ORG Wealth Partners
Texas
$20.6K – – –
AWA
944
Acumen Wealth Advisors
Tennessee
$18.4K -$34.9K -1,059 -67%
JFG
945
JDM Financial Group
Texas
$18.3K +$1.38K +42 +9%
FPB
946
First PREMIER Bank
South Dakota
$18K – – –
HWP
947
Highline Wealth Partners
California
$17.4K +$16.5K +500 New
EWM
948
Evolution Wealth Management
Florida
$15.9K – – –
PS
949
Pinney & Scofield
Massachusetts
$15.6K +$66 +2 +0.4%
MCA
950
McGuire Capital Advisors
Oklahoma
$15.1K – – –
36 37
38
39 40