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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$15.7M -$30.7M -1,138,159 -66%
DP
77
Denver PWM
Colorado
$15.4M -$2.73M -100,985 -15%
EFG
78
Ethos Financial Group
Pennsylvania
$15.3M +$1.27M +46,931 +9%
PWM
79
Perigon Wealth Management
California
$15.2M +$1.13M +41,726 +8%
SAMC
80
Spectrum Asset Management (California)
California
$15.2M -$323K -11,957 -2%
CWA
81
Cornerstone Wealth Advisors
Minnesota
$15.1M +$344K +12,724 +2%
KNFPWM
82
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.5M +$1.33M +49,275 +10%
Raymond James Financial
83
Raymond James Financial
Florida
$14.4M +$14.9M +552,792 New
MWP
84
Meriwether Wealth & Planning
Louisiana
$14.3M +$14.8M +549,971 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$14.2M -$10.7M -395,879 -42%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$14.1M -$338K -12,533 -2%
GSIS
87
Global Strategic Investment Solutions
Arizona
$13.8M +$12K +445 +0.1%
MWA
88
Martel Wealth Advisors
Washington
$13.7M +$5.18K +192 +0%
UWM
89
USAdvisors Wealth Management
Minnesota
$13.6M +$1.68M +62,130 +14%
BHB
90
Bank Hapoalim BM
Israel
$13.1M
GB
91
Goepper Burkhardt
South Carolina
$12.6M -$591K -21,877 -4%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$12.5M +$1.78M +65,804 +16%
IAN
93
Integrated Advisors Network
Texas
$12.4M -$140K -5,188 -1%
LC
94
LCNB Corp
Ohio
$12.3M -$162K -6,016 -1%
BWL
95
Bogart Wealth LLC
Virginia
$11.7M +$31.5K +1,165 +0.3%
PCM
96
Payne Capital Management
New York
$11.5M +$11.9M +441,864 New
YP
97
YANKCOM Partnership
South Dakota
$10.8M +$11.2M +416,113 New
CWM
98
Congress Wealth Management
Massachusetts
$10.8M +$206K +7,629 +2%
EWM
99
Empirical Wealth Management
Washington
$10.5M -$366K -13,559 -3%
ACA
100
Ackerman Capital Advisors
Texas
$10.4M -$85.5K -3,167 -0.8%