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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$485K -$57.2K -4,179 -11%
SCA
77
Stonebridge Capital Advisors
Minnesota
$467K +$92K +6,720 +26%
FA
78
FDx Advisors
Illinois
$455K +$432K +31,581 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$441K -$71.2K -5,202 -15%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$433K +$411K +30,048 New
AIM
81
Avity Investment Management
Connecticut
$424K
NL
82
NWAM LLC
Washington
$413K -$33.9K -2,478 -8%
RC
83
Roundview Capital
New Jersey
$384K +$9.61K +702 +3%
EK
84
Evensky & Katz
Florida
$377K -$145K -10,608 -31%
AL
85
Aspiriant LLC
California
$365K +$347K +25,341 New
HighTower Advisors
86
HighTower Advisors
Illinois
$349K +$29.7K +2,169 +10%
ZIM
87
Zacks Investment Management
Illinois
$344K -$44K -3,213 -12%
BAM
88
Berkshire Asset Management
Pennsylvania
$342K +$42K +3,066 +15%
DSC
89
Duncker Streett & Co
Missouri
$332K +$452 +33 +0.1%
VDI
90
Vaughan David Investments
Illinois
$311K +$52.5K +3,840 +22%
RIA
91
Regal Investment Advisors
Michigan
$308K +$92.3K +6,747 +46%
US Bancorp
92
US Bancorp
Minnesota
$299K
FM
93
Foster & Motley
Ohio
$299K +$10.3K +756 +4%
BO
94
BRR OpCo
Ohio
$278K +$13.3K +975 +5%
FWP
95
FAS Wealth Partners
Kansas
$276K +$53.9K +3,939 +26%
PFA
96
Pure Financial Advisors
California
$276K +$261K +19,059 New
CDIA
97
Capital Directions Investment Advisors
Georgia
$269K
PAM
98
Peak Asset Management
Colorado
$262K +$34.4K +2,514 +16%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$260K -$43.1K -3,150 -15%
MCP
100
Mirador Capital Partners
California
$244K +$232K +16,950 New