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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
126
Bison Wealth
Georgia
$776K +$13.9K +780 +2%
CFA
127
Cahill Financial Advisors
Minnesota
$755K -$1.44K -81 -0.2%
AA
128
Alesco Advisors
New York
$754K -$27K -1,518 -4%
FA
129
FDx Advisors
Illinois
$737K +$22.3K +1,254 +3%
ACM
130
Avalon Capital Management
California
$724K +$707K +39,741 New
JMPWA
131
JP Morgan Private Wealth Advisors
California
$718K +$40.9K +2,301 +6%
JC
132
Jentner Corp
Ohio
$693K +$48.7K +2,739 +8%
SIAS
133
Shine Investment Advisory Services
Colorado
$653K -$61.6K -3,462 -9%
DY
134
Dowling & Yahnke
California
$651K +$635K +35,697 New
MCM
135
Mengis Capital Management
Oregon
$637K -$4.59K -258 -0.7%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$630K +$2.62K +147 +0.4%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$627K +$49.5K +2,781 +9%
WIC
138
Whitegate Investment Counselors
New Hampshire
$626K +$14.9K +837 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$612K +$373K +20,985 +173%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$597K +$583K +32,778 New
AW
141
ACG Wealth
Georgia
$565K +$40K +2,250 +8%
CA
142
Continuum Advisory
Idaho
$564K -$20.3K -1,140 -4%
PAG
143
Pinnacle Advisory Group
Maryland
$551K -$321K -18,030 -37%
AWMG
144
Alliance Wealth Management Group
New Jersey
$545K -$536K -30,105 -50%
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$543K -$9.55K -537 -2%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$539K -$48.7K -2,736 -8%
OC
147
Oarsman Capital
Wisconsin
$528K +$61.1K +3,432 +13%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$522K +$510K +28,635 New
LFG
149
Larson Financial Group
Missouri
$514K +$502K +28,197 New
RIA
150
Regal Investment Advisors
Michigan
$513K +$21.3K +1,197 +4%