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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.66M -$32.2K -1,102 -0.4%
TWM
127
Thrive Wealth Management
Pennsylvania
$8.63M +$206K +7,036 +2%
MBI
128
May Barnhard Investments
Maryland
$8.39M -$675K -23,089 -8%
CKAIS
129
Christensen King & Associates Investment Services
Washington
$8.37M +$55.7K +1,906 +0.7%
GPFA
130
Game Plan Financial Advisors
Ohio
$8.34M -$182K -6,243 -2%
VWA
131
Visionary Wealth Advisors
Illinois
$8.28M +$1.29M +44,238 +19%
EWA
132
Exencial Wealth Advisors
Oklahoma
$8.21M +$70.4K +2,407 +0.9%
WAM
133
Weinberger Asset Management
California
$8.18M -$550K -18,819 -6%
SW
134
SteelPeak Wealth
California
$8.16M +$8.06M +275,642 New
CMP
135
Courage Miller Partners
Virginia
$8.05M -$93.5K -3,199 -1%
ACA
136
Ackerman Capital Advisors
Texas
$7.81M -$4.42M -151,099 -36%
PSCM
137
Per Stirling Capital Management
Texas
$7.76M +$235K +8,050 +3%
BAM
138
Berkshire Asset Management
Pennsylvania
$7.6M +$514K +17,600 +7%
PGWA
139
Plus Group Wealth Advisors
Wisconsin
$7.56M +$7.46M +255,245 New
GIA
140
Gladstone Institutional Advisory
Florida
$7.51M +$14.7K +503 +0.2%
BCM
141
Brookstone Capital Management
Illinois
$7.43M -$376K -12,863 -5%
CPA
142
Cathy Pareto & Associates
Florida
$7.28M +$1.26M +43,171 +21%
SAI
143
Savvy Advisors Inc
New York
$7.24M +$1.05M +35,864 +17%
BF
144
Baring Financial
Washington
$6.87M +$6.78M +231,950 New
US Bancorp
145
US Bancorp
Minnesota
$6.81M -$826K -28,248 -11%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$6.7M +$346K +11,821 +6%
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$6.69M +$460K +15,742 +7%
CAM
148
Cresset Asset Management
Illinois
$6.57M +$138K +4,717 +2%
LTL
149
Lowery Thomas LLC
California
$6.57M -$52.8K -1,807 -0.8%
PMG
150
ProVise Management Group
Florida
$6.55M -$66.5K -2,276 -1%