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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
101
Mirador Capital Partners
California
$275K +$16.2K +1,104 +7%
PFA
102
Pure Financial Advisors
California
$274K -$10.7K -729 -4%
CDIA
103
Capital Directions Investment Advisors
Georgia
$272K -$6.72K -459 -2%
EK
104
Evensky & Katz
Florida
$263K -$84.4K -5,766 -25%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$235K +$11K +750 +5%
VCP
106
Vista Capital Partners
Oregon
$234K -$9.44K -645 -4%
MCM
107
Mengis Capital Management
Oregon
$233K +$229K +15,612 New
EWA
108
EP Wealth Advisors
California
$222K -$11K -750 -5%
BAM
109
Berkshire Asset Management
Pennsylvania
$215K -$137K -9,357 -39%
CA
110
Cambridge Advisors
Nebraska
$201K -$7.68K -525 -4%
RCG
111
Ruggie Capital Group
Florida
$200K -$5.05K -345 -3%
JFGIW
112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$790 +54 +0.5%
IF
113
Ironwood Financial
Arizona
$172K -$23.7K -1,620 -12%
APSP
114
Asset Planning Services (Pennsylvania)
Pennsylvania
$160K +$1.01K +69 +0.6%
TWA
115
TCI Wealth Advisors
Arizona
$147K
KKAMG
116
Kernodle & Katon Asset Management Group
Arkansas
$137K +$38.1K +2,601 +40%
AG
117
Advisor Group
Arizona
$135K +$134K +9,123 New
WIA
118
Westbourne Investment Advisors
Maryland
$126K +$124K +8,445 New
IA
119
IFP Advisors
Florida
$100K +$98.3K +6,714 New
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$99K -$167K -11,415 -63%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$89K +$571 +39 +0.7%
WRM
122
Westport Resources Management
Connecticut
$68K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$65K +$2.63K +180 +4%
SA
124
SRH Advisors
Kansas
$62K
MFS
125
MSI Financial Services
Massachusetts
$56K -$31.8K -2,172 -37%