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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VDI
101
Vaughan David Investments
Illinois
$303K
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$281K +$41.9K +2,745 +17%
MCP
103
Mirador Capital Partners
California
$280K +$5.54K +363 +2%
CDIA
104
Capital Directions Investment Advisors
Georgia
$276K
MCM
105
Mengis Capital Management
Oregon
$271K +$34.1K +2,235 +14%
MI
106
Moneywise Inc
Virginia
$267K +$268K +17,574 New
VCP
107
Vista Capital Partners
Oregon
$260K +$22.5K +1,473 +9%
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K +$60.4K +3,960 +33%
EWA
109
EP Wealth Advisors
California
$226K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$213K +$215K +14,130 New
AG
111
Advisor Group
Arizona
$211K +$73.2K +4,803 +53%
CA
112
Cambridge Advisors
Nebraska
$205K +$1.05K +69 +0.5%
APSP
113
Asset Planning Services (Pennsylvania)
Pennsylvania
$201K +$38.9K +2,550 +24%
RCG
114
Ruggie Capital Group
Florida
$192K -$11.5K -756 -6%
EK
115
Evensky & Katz
Florida
$183K -$85.3K -5,592 -32%
TWA
116
TCI Wealth Advisors
Arizona
$149K
IF
117
Ironwood Financial
Arizona
$148K -$26.5K -1,740 -15%
KKAMG
118
Kernodle & Katon Asset Management Group
Arkansas
$139K
IA
119
IFP Advisors
Florida
$136K +$33.9K +2,220 +33%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$129K +$38.7K +2,541 +43%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$100K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$96K +$30.5K +2,001 +46%
SIC
123
Salem Investment Counselors
North Carolina
$91.1K +$91.5K +6,000 New
AWM
124
Avior Wealth Management
Nebraska
$88K +$38.6K +2,529 +77%
WA
125
Winfield Associates
Ohio
$81K +$28.4K +1,860 +54%