We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
76
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$20.1M +$898K +30,716 +5%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$19.9M -$329K -11,245 -2%
SFA
78
Seneca Financial Advisors
New York
$19.3M +$532K +18,214 +3%
LC
79
LCNB Corp
Ohio
$19.3M -$6.66K -228 -0%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$19.3M +$11.1M +379,690 +140%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$19.3M -$169K -5,797 -0.9%
CWA
82
Cornerstone Wealth Advisors
Minnesota
$18.6M +$899K +30,774 +5%
DP
83
Denver PWM
Colorado
$18.3M
PWM
84
Perigon Wealth Management
California
$18.2M +$342K +11,685 +2%
KAS
85
Kestra Advisory Services
Texas
$18M +$549K +18,776 +3%
NFG
86
Northeast Financial Group
Pennsylvania
$18M +$462K +15,821 +3%
GC
87
Garde Capital
Washington
$17.9M -$216K -7,388 -1%
MA
88
Mutual Advisors
Nebraska
$17.7M -$205K -7,011 -1%
CIA
89
Cape Investment Advisory
Georgia
$17.7M +$17.2M +587,699 +5,800%
WA
90
Waverly Advisors
Alabama
$17.3M -$136K -4,636 -0.8%
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$16.4M +$1.07M +36,507 +7%
SF
92
Seek First
California
$16M +$233K +7,970 +1%
PCM
93
Payne Capital Management
New York
$15.7M +$640K +21,904 +4%
GSIS
94
Global Strategic Investment Solutions
Arizona
$15.6M -$209K -7,155 -1%
FFA
95
Farther Finance Advisors
California
$15M +$3.19M +108,980 +27%
MWA
96
Martel Wealth Advisors
Washington
$14.8M -$142K -4,849 -1%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$14.4M -$2.03M -69,585 -13%
YP
98
YANKCOM Partnership
South Dakota
$13.9M +$602K +20,582 +5%
RF
99
rebel Financial
Ohio
$13.9M +$13.7M +468,644 New
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$12.9M +$2.6M +88,829 +26%