We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
101
Glassman Wealth Services
Virginia
$5.83M -$290K -15,531 -5%
GCP
102
Gill Capital Partners
Colorado
$5.83M +$9.48K +507 +0.2%
TNA
103
True North Advisors
Texas
$5.71M +$590K +31,581 +12%
RWM
104
RKL Wealth Management
Pennsylvania
$5.55M -$196K -10,470 -4%
DAS
105
Dynamic Advisor Solutions
Arizona
$5.47M +$518K +27,711 +11%
WPIC
106
White Pine Investment Company
Michigan
$5.37M +$1.17M +62,388 +30%
CG
107
Colony Group
Massachusetts
$5.25M +$94.8K +5,070 +2%
PFWA
108
Paces Ferry Wealth Advisors
Georgia
$5M +$339K +18,138 +8%
SWM
109
Southern Wealth Management
Texas
$4.86M +$19.2K +1,029 +0.4%
LIM
110
Leavell Investment Management
Alabama
$4.85M +$1.08M +57,519 +31%
SWA
111
Stratos Wealth Advisors
Ohio
$4.84M -$3.37M -180,474 -43%
BAMG
112
Brand Asset Management Group
Missouri
$4.78M -$93.3K -4,992 -2%
SS
113
Simplicity Solutions
Minnesota
$4.77M +$3.57M +190,884 +385%
SWM
114
SeaCrest Wealth Management
New York
$4.63M -$39.5K -2,115 -0.9%
RCIM
115
Red Cedar Investment Management
Michigan
$4.61M -$6.41M -342,882 -60%
LC
116
LCNB Corp
Ohio
$4.24M +$616K +32,961 +18%
IFS
117
Ifrah Financial Services
Arkansas
$4.22M +$18.1K +969 +0.5%
BWM
118
BerganKDV Wealth Management
Minnesota
$4.15M -$135K -7,209 -3%
HB
119
Homrich & Berg
Georgia
$4.14M +$3.62M +193,710 +1,278%
BDWCC
120
B&D White Capital Company
Texas
$4.03M +$3.8M +203,157 New
CI
121
Conning Inc
Connecticut
$3.94M
ISWM
122
Independent Solutions Wealth Management
New York
$3.92M -$549K -29,355 -13%
IA
123
IFP Advisors
Florida
$3.92M +$189K +10,089 +5%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$3.88M +$663K +35,487 +22%
RFA
125
Reilly Financial Advisors
California
$3.81M +$8.53K +456 +0.2%