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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$544K +$51.9K +3,348 +11%
JC
102
Jentner Corp
Ohio
$522K +$505K +32,574 New
MCM
103
Mengis Capital Management
Oregon
$489K +$197K +12,717 +71%
S
104
SignatureFD
Georgia
$481K -$48K -3,099 -9%
YMRC
105
Yorktown Management & Research Company
Virginia
$481K +$465K +30,000 New
HighTower Advisors
106
HighTower Advisors
Illinois
$472K +$17.9K +1,152 +4%
RIA
107
Regal Investment Advisors
Michigan
$472K +$117K +7,560 +35%
WIC
108
Whitegate Investment Counselors
New Hampshire
$450K +$108K +6,975 +33%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$430K -$29.3K -1,893 -7%
BAC
110
Boys Arnold & Co
North Carolina
$426K
GA
111
Geneva Advisors
Illinois
$416K +$402K +25,953 New
NL
112
NWAM LLC
Washington
$396K -$28.1K -1,815 -7%
CCMW
113
Cypress Capital Management (Wyoming)
Wyoming
$392K +$376K +24,240 New
RC
114
Roundview Capital
New Jersey
$388K +$2.28K +147 +0.6%
DSC
115
Duncker Streett & Co
Missouri
$385K +$604 +39 +0.2%
AL
116
Aspiriant LLC
California
$364K
LRPA
117
L. Roy Papp & Associates
Arizona
$348K +$337K +21,738 New
VDI
118
Vaughan David Investments
Illinois
$339K +$18.8K +1,212 +6%
US Bancorp
119
US Bancorp
Minnesota
$330K +$3.49K +225 +1%
BO
120
BRR OpCo
Ohio
$325K +$2.42K +156 +0.8%
MCP
121
Mirador Capital Partners
California
$325K +$28.8K +1,860 +10%
AIM
122
Avity Investment Management
Connecticut
$322K
FM
123
Foster & Motley
Ohio
$303K -$24.7K -1,596 -8%
CDIA
124
Capital Directions Investment Advisors
Georgia
$286K -$5.35K -345 -2%
VCP
125
Vista Capital Partners
Oregon
$286K +$10.7K +693 +4%