We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$2.83M -$5.52K -312 -0.2%
CG
102
Colony Group
Massachusetts
$2.82M +$1.62M +91,656 +115%
IAS
103
IMA Advisory Services
Colorado
$2.81M -$451K -25,503 -13%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$2.78M +$4.67K +264 +0.2%
KFA
105
Kays Financial Advisory
Georgia
$2.77M +$2.98M +168,684 New
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$2.64M -$21.1K -1,194 -0.7%
LC
107
LCNB Corp
Ohio
$2.63M +$303K +17,142 +12%
LFAS
108
Level Four Advisory Services
Texas
$2.53M +$2.73M +154,251 New
A
109
AdvicePeriod
California
$2.52M +$2.3M +129,849 +559%
CCMG
110
Clark Capital Management Group
Pennsylvania
$2.46M +$2.65M +150,036 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$2.44M +$617K +34,890 +31%
PCMC
112
Private Capital Management (Colorado)
Colorado
$2.42M +$2.61M +147,351 New
RFA
113
Reilly Financial Advisors
California
$2.42M +$368K +20,793 +16%
SFSG
114
Stearns Financial Services Group
North Carolina
$2.37M +$330K +18,624 +15%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.35M +$1.24M +70,065 +96%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$2.33M +$172K +9,732 +7%
MAS
117
Managed Account Services
Florida
$2.31M +$263K +14,859 +13%
IA
118
IFP Advisors
Florida
$2.31M +$257K +14,550 +11%
MGIA
119
Moneta Group Investment Advisors
Missouri
$2.31M +$1.39M +78,453 +127%
NCM
120
Northwest Capital Management
Oregon
$2.3M +$742K +41,946 +43%
MPM
121
Meritage Portfolio Management
Kansas
$2.21M +$2.17M +122,712 +1,012%
DAS
122
Dynamic Advisor Solutions
Arizona
$2.18M +$211K +11,931 +11%
VAS
123
Valicenti Advisory Services
New York
$2.1M +$2.26M +127,890 New
SCA
124
Stonebridge Capital Advisors
Minnesota
$2.03M -$5.79K -327 -0.3%
SWA
125
Stratos Wealth Advisors
Ohio
$1.99M +$2.14M +121,119 New