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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
126
Mirador Capital Partners
California
$378K -$3.19K -192 -0.9%
BO
127
BRR OpCo
Ohio
$369K +$9.03K +543 +3%
LRPA
128
L. Roy Papp & Associates
Arizona
$364K +$361K +21,738 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$362K +$62.4K +3,753 +21%
AL
130
Aspiriant LLC
California
$360K
GA
131
Geneva Advisors
Illinois
$356K +$72.2K +4,341 +26%
CDIA
132
Capital Directions Investment Advisors
Georgia
$352K +$52.9K +3,180 +18%
AIM
133
Avity Investment Management
Connecticut
$336K
US Bancorp
134
US Bancorp
Minnesota
$334K -$43.7K -2,628 -12%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$334K
RC
136
Roundview Capital
New Jersey
$330K -$48.7K -2,928 -13%
IA
137
IFP Advisors
Florida
$328K +$63.8K +3,840 +24%
FM
138
Foster & Motley
Ohio
$324K +$200 +12 +0.1%
CIR
139
Clear Investment Research
Georgia
$306K +$304K +18,312 New
ZIC
140
ZWJ Investment Counsel
Georgia
$301K +$299K +18,000 New
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$285K +$284K +17,061 New
NL
142
NWAM LLC
Washington
$283K -$114K -6,846 -29%
VCP
143
Vista Capital Partners
Oregon
$276K -$19.6K -1,176 -7%
PCM
144
Penserra Capital Management
California
$270K -$309K -18,555 -53%
MI
145
Moneywise Inc
Virginia
$270K -$18K -1,080 -6%
LWAC
146
Laurel Wealth Advisors (California)
California
$268K +$266K +16,020 New
SPC
147
Sigma Planning Corp
Michigan
$252K -$29.9K -1,800 -11%
EWA
148
EP Wealth Advisors
California
$249K
DG
149
Davidson & Garrard
Virginia
$244K
VDI
150
Vaughan David Investments
Illinois
$241K