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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
76
Greenwood Capital Associates
South Carolina
$281K -$173K -11,760 -37%
CDIA
77
Capital Directions Investment Advisors
Georgia
$268K
AIG
78
American International Group
New York
$264K -$98.6K -6,696 -27%
VCP
79
Vista Capital Partners
Oregon
$259K +$27.8K +1,890 +12%
BAM
80
Berkshire Asset Management
Pennsylvania
$251K +$37.9K +2,574 +17%
AG
81
Appleton Group
Wisconsin
$247K +$7.24K +492 +3%
FM
82
Foster & Motley
Ohio
$234K
IF
83
Ironwood Financial
Arizona
$222K -$41.8K -2,841 -15%
PAM
84
Peak Asset Management
Colorado
$221K -$79.4K -5,397 -26%
BO
85
BRR OpCo
Ohio
$219K -$47.1K -3,201 -17%
RCG
86
Ruggie Capital Group
Florida
$218K +$265 +18 +0.1%
JWS
87
Juncture Wealth Strategies
Arizona
$210K +$3.13K +213 +1%
WCM
88
Westend Capital Management
California
$178K +$20K +1,356 +12%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$149K +$153K +10,422 New
TWA
90
TCI Wealth Advisors
Arizona
$146K
US Bancorp
91
US Bancorp
Minnesota
$128K +$8.83K +600 +7%
CCS
92
Crosspoint Capital Strategies
California
$77K +$4.5K +306 +6%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$77K +$79K +5,370 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$64K +$21.9K +1,485 +49%
PAI
95
Pittenger & Anderson Inc
Nebraska
$63K
VIA
96
Vantage Investment Advisors
Pennsylvania
$42K -$43.3K -2,940 -50%
RIA
97
Regal Investment Advisors
Michigan
$39K +$40.3K +2,736 New
AWM
98
Avior Wealth Management
Nebraska
$38K +$88 +6 +0.2%
WIC
99
Woodmont Investment Counsel
Tennessee
$30K +$30.9K +2,100 New
NFG
100
Next Financial Group
Texas
$28K