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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
101
Jentner Corp
Ohio
$561K +$21K +1,278 +4%
CA
102
Continuum Advisory
Idaho
$541K +$537K +32,679 New
WIC
103
Whitegate Investment Counselors
New Hampshire
$539K +$73.2K +4,452 +16%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$525K -$40.6K -2,472 -7%
HighTower Advisors
105
HighTower Advisors
Illinois
$515K +$27.3K +1,659 +6%
AWMG
106
Alliance Wealth Management Group
New Jersey
$505K -$1.07M -65,334 -68%
TRCT
107
Tower Research Capital (TRC)
New York
$495K -$980K -59,637 -67%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$480K +$35.6K +2,163 +8%
RIA
109
Regal Investment Advisors
Michigan
$461K -$26.3K -1,602 -5%
BAC
110
Boys Arnold & Co
North Carolina
$445K +$5.77K +351 +1%
S
111
SignatureFD
Georgia
$439K -$57K -3,471 -12%
Stifel Financial
112
Stifel Financial
Missouri
$404K +$150K +9,126 +60%
DSC
113
Duncker Streett & Co
Missouri
$399K +$394 +24 +0.1%
NL
114
NWAM LLC
Washington
$393K -$15.8K -960 -4%
CCMW
115
Cypress Capital Management (Wyoming)
Wyoming
$387K -$14.1K -855 -4%
ONB
116
Old National Bancorp
Indiana
$385K +$382K +23,262 New
RC
117
Roundview Capital
New Jersey
$375K -$25.1K -1,530 -6%
US Bancorp
118
US Bancorp
Minnesota
$373K +$32.3K +1,968 +10%
MCP
119
Mirador Capital Partners
California
$371K +$34.9K +2,121 +10%
AL
120
Aspiriant LLC
California
$356K -$20K -1,218 -5%
BO
121
BRR OpCo
Ohio
$356K +$20.1K +1,221 +6%
OC
122
Oarsman Capital
Wisconsin
$355K +$352K +21,414 New
AIM
123
Avity Investment Management
Connecticut
$333K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$330K +$328K +19,950 New
FM
125
Foster & Motley
Ohio
$320K +$7.3K +444 +2%