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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
76
Capital Directions Investment Advisors
Georgia
$275K -$7.12K -489 -3%
BO
77
BRR OpCo
Ohio
$266K +$4.45K +306 +2%
IF
78
Ironwood Financial
Arizona
$265K -$33.4K -2,295 -11%
BC
79
Bartlett & Co
Ohio
$253K +$27.4K +1,884 +12%
AG
80
Appleton Group
Wisconsin
$242K +$25.9K +1,776 +12%
FM
81
Foster & Motley
Ohio
$235K
VCP
82
Vista Capital Partners
Oregon
$233K -$43.1K -2,964 -16%
RCG
83
Ruggie Capital Group
Florida
$219K -$655 -45 -0.3%
BAM
84
Berkshire Asset Management
Pennsylvania
$215K +$217K +14,937 New
JWS
85
Juncture Wealth Strategies
Arizona
$209K -$206K -14,157 -49%
SHJ
86
Sharkey, Howes & Javer
Colorado
$177K +$179K +12,300 New
WCM
87
Westend Capital Management
California
$162K -$7.99K -549 -5%
TWA
88
TCI Wealth Advisors
Arizona
$147K +$149K +10,209 New
US Bancorp
89
US Bancorp
Minnesota
$120K +$77.5K +5,325 +178%
MFS
90
MSI Financial Services
Massachusetts
$114K +$699 +48 +0.6%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$111K +$112K +7,662 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$87K +$87.3K +6,000 New
VIA
93
Vantage Investment Advisors
Pennsylvania
$85K +$81.4K +5,595 +1,963%
CCS
94
Crosspoint Capital Strategies
California
$73K +$46K +3,159 +167%
PAI
95
Pittenger & Anderson Inc
Nebraska
$63K +$33.2K +2,280 +109%
SSB
96
Sandy Spring Bank
Maryland
$49K +$49K +3,366 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$43K
AWM
98
Avior Wealth Management
Nebraska
$38K +$44 +3 +0.1%
SIA
99
Stancorp Investment Advisers
Oregon
$32K -$9.56K -657 -23%
NFG
100
Next Financial Group
Texas
$28K