We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$504K
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$485K +$45.1K +2,460 +10%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$473K -$49.7K -2,712 -9%
BAC
154
Boys Arnold & Co
North Carolina
$473K
GCA
155
Gradient Capital Advisors
California
$455K +$166K +9,066 +54%
WCM
156
Whitener Capital Management
North Carolina
$453K +$357K +19,512 +314%
IA
157
IFP Advisors
Florida
$433K
ZIM
158
Zacks Investment Management
Illinois
$429K -$11.2K -612 -2%
DSC
159
Duncker Streett & Co
Missouri
$409K +$495 +27 +0.1%
BIM
160
Bridges Investment Management
Nebraska
$405K -$3.9K -213 -0.9%
LJAC
161
L.J. Altfest & Co
New York
$405K +$421K +22,974 New
F
162
F3Logic
Minnesota
$393K +$408K +22,278 New
BSW
163
Buckingham Strategic Wealth
Missouri
$391K +$406K +22,185 New
LRPA
164
L. Roy Papp & Associates
Arizona
$388K -$1.1K -60 -0.3%
LNC
165
Lincoln National Corp
Pennsylvania
$388K +$403K +22,017 New
FIAS
166
FinTrust Investment Advisory Services
South Carolina
$387K -$81.2K -4,434 -17%
ONB
167
Old National Bancorp
Indiana
$373K
US Bancorp
168
US Bancorp
Minnesota
$369K -$26.1K -1,422 -6%
LWAC
169
Laurel Wealth Advisors (California)
California
$369K +$73.9K +4,035 +24%
VCP
170
Vista Capital Partners
Oregon
$342K +$35.1K +1,914 +11%
TWA
171
TCI Wealth Advisors
Arizona
$338K -$82.1K -4,482 -19%
FM
172
Foster & Motley
Ohio
$338K +$10.2K +555 +3%
PS
173
Portfolio Solutions
Michigan
$337K
CDIA
174
Capital Directions Investment Advisors
Georgia
$331K +$25.1K +1,371 +8%
CWM
175
Chesapeake Wealth Management
Virginia
$325K +$338K +18,435 New