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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Horizon Investments
North Carolina
$7.9M -$6.94M -292,977 -48%
FA
102
Financial Advisors
Massachusetts
$7.87M +$1.68M +70,881 +28%
OCM
103
One Capital Management
California
$7.74M -$79.6K -3,360 -1%
WAM
104
Weinberger Asset Management
California
$7.64M +$7.42M +313,113 New
AWM
105
AE Wealth Management
Kansas
$7.58M +$118K +4,986 +2%
OWM
106
Opes Wealth Management
California
$7.53M -$1.83M -77,301 -20%
LIM
107
Leavell Investment Management
Alabama
$7.45M +$303K +12,777 +4%
LC
108
LCNB Corp
Ohio
$7.36M +$472K +19,938 +7%
MCM
109
MAI Capital Management
Ohio
$7.23M -$255K -10,767 -4%
EWM
110
Empirical Wealth Management
Washington
$7.05M +$203K +8,568 +3%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$6.84M -$2.37M -100,131 -26%
RWM
112
RKL Wealth Management
Pennsylvania
$6.75M -$121K -5,103 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$6.71M +$406K +17,145 +7%
PPA
114
Parametric Portfolio Associates
Washington
$6.66M +$6.46M +272,670 New
FWM
115
Fortress Wealth Management
California
$6.46M +$6.27M +264,666 New
SAF
116
Smith Anglin Financial
Texas
$6.41M -$319K -13,473 -5%
MML Investors Services
117
MML Investors Services
Massachusetts
$6.15M +$571K +24,096 +11%
SWA
118
Stratos Wealth Advisors
Ohio
$6.04M +$43.1K +1,818 +0.7%
BAMG
119
Brand Asset Management Group
Missouri
$6.03M +$12.4K +522 +0.2%
GWS
120
Glassman Wealth Services
Virginia
$5.9M -$72.4K -3,057 -1%
KNFPWM
121
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.77M +$5.6M +236,445 New
ISWM
122
Independent Solutions Wealth Management
New York
$5.76M +$139K +5,850 +3%
NRI
123
NFP Retirement Inc
California
$5.69M +$309K +13,047 +6%
BDWCC
124
B&D White Capital Company
Texas
$5.5M -$11.5K -486 -0.2%
AAS
125
Avantax Advisory Services
Texas
$5.41M +$3.47M +146,577 +195%