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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Cornerstone Wealth Advisors
Minnesota
$11.5M +$791K +35,604 +7%
TCPWM
77
Traverso Chambers Private Wealth Management
California
$11.1M +$421K +18,942 +4%
ACA
78
Ackerman Capital Advisors
Texas
$10.7M -$2.96M -133,131 -21%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$10.6M +$368K +16,548 +4%
EWM
80
Empirical Wealth Management
Washington
$10.4M +$311K +14,001 +3%
EE
81
EWG Elevate
California
$9.65M +$6.81M +306,474 +227%
PWM
82
Perigon Wealth Management
California
$9.29M +$846K +38,085 +10%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$9.29M -$1.77M -79,557 -16%
KAS
84
Kestra Advisory Services
Texas
$9.17M -$5.6M -251,862 -38%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$9.15M -$119K -5,376 -1%
TWP
86
Total Wealth Planning
Ohio
$8.96M -$304K -13,689 -3%
PL
87
Polianta Ltd
Jersey
$8.62M +$4.13M +186,000 +89%
CAM
88
Cresset Asset Management
Illinois
$8.62M -$116K -5,214 -1%
SWA
89
Stratos Wealth Advisors
Ohio
$8.14M -$6M -270,156 -42%
CAG
90
Curtis Advisory Group
California
$7.89M +$236K +10,638 +3%
HSA
91
HBK Sorce Advisory
Pennsylvania
$7.87M -$8.22M -369,927 -51%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$7.85M +$2.1M +94,374 +36%
HG
93
Harbor Group
New Hampshire
$7.75M -$25.7K -1,158 -0.3%
LC
94
LCNB Corp
Ohio
$7.69M -$187K -8,400 -2%
WAM
95
Weinberger Asset Management
California
$7.68M +$61K +2,745 +0.8%
PP
96
PrairieView Partners
Minnesota
$7.67M -$207K -9,315 -3%
WCA
97
Waypoint Capital Advisors
Minnesota
$7.58M -$33.1K -1,488 -0.4%
GIA
98
Gladstone Institutional Advisory
Florida
$7.45M -$47K -2,115 -0.6%
GCP
99
Gill Capital Partners
Colorado
$7.36M +$347K +15,609 +5%
CP
100
Capital Planning
Washington
$7.33M -$370K -16,626 -5%