We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$767K -$88.3K -5,217 -11%
HSA
102
HBK Sorce Advisory
Pennsylvania
$763K +$8.53K +504 +1%
AA
103
Alesco Advisors
New York
$741K +$23K +1,359 +3%
BW
104
Bison Wealth
Georgia
$722K +$58.9K +3,480 +9%
CFA
105
Cahill Financial Advisors
Minnesota
$717K -$184K -10,887 -21%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$680K +$164K +9,711 +33%
SIAS
107
Shine Investment Advisory Services
Colorado
$679K +$70.5K +4,164 +12%
FA
108
FDx Advisors
Illinois
$677K +$663K +39,189 New
JMPWA
109
JP Morgan Private Wealth Advisors
California
$640K +$64.8K +3,825 +12%
SWP
110
Stratos Wealth Partners
Ohio
$637K -$150K -8,874 -19%
AFP
111
Ausdal Financial Partners
Iowa
$633K +$148K +8,760 +31%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$616K +$245K +14,457 +72%
MCM
113
Mengis Capital Management
Oregon
$608K -$19.3K -1,137 -3%
JC
114
Jentner Corp
Ohio
$607K -$8.58K -507 -1%
WIC
115
Whitegate Investment Counselors
New Hampshire
$579K +$2.23K +132 +0.4%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$558K +$547K +32,328 New
CA
117
Continuum Advisory
Idaho
$555K -$18K -1,062 -3%
Stifel Financial
118
Stifel Financial
Missouri
$551K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$544K +$167K +9,873 +46%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$524K -$2.44K -144 -0.5%
AW
121
ACG Wealth
Georgia
$497K +$85.7K +5,061 +21%
FIAS
122
FinTrust Investment Advisory Services
South Carolina
$478K +$468K +27,657 New
RIA
123
Regal Investment Advisors
Michigan
$466K -$16.9K -996 -4%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$465K +$167K +9,846 +58%
BAC
125
Boys Arnold & Co
North Carolina
$461K -$762 -45 -0.2%