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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$3.93M +$1.68M +75,003 +66%
SF
152
Summit Financial
New Jersey
$3.89M -$144K -6,405 -3%
GWM
153
GSB Wealth Management
Connecticut
$3.88M -$660K -29,421 -14%
SCA
154
Stonebridge Capital Advisors
Minnesota
$3.68M -$30.4K -1,356 -0.8%
SFG
155
StrategIQ Financial Group
Indiana
$3.68M +$33.5K +1,491 +0.8%
SWM
156
Sculati Wealth Management
Michigan
$3.38M +$185K +8,250 +5%
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$3.33M +$203K +9,057 +6%
TWP
158
Transparent Wealth Partners
Arkansas
$3.29M +$3.55M +158,121 New
CFA
159
Cahill Financial Advisors
Minnesota
$3.29M +$140K +6,219 +4%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$3.27M +$188K +8,379 +6%
SF
161
Safeguard Financial
Wisconsin
$3.26M +$163K +7,260 +5%
CI
162
Conning Inc
Connecticut
$3.23M
BWL
163
Bogart Wealth LLC
Virginia
$3.23M +$125K +5,550 +4%
TWM
164
Thrive Wealth Management
Pennsylvania
$3.19M +$919K +40,956 +36%
VBWMG
165
Von Berge Wealth Management Group
California
$3.16M +$174K +7,773 +5%
AC
166
Avant Capital
Louisiana
$3.16M +$37.8K +1,686 +1%
Truist Financial
167
Truist Financial
North Carolina
$3.14M +$223K +9,951 +7%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$3.11M +$902K +40,194 +37%
MMHP
169
Murphy Middleton Hinkle & Parker
Georgia
$3.08M -$26.4K -1,176 -0.8%
BCM
170
Barden Capital Management
Texas
$3.05M +$170K +7,593 +5%
DP
171
DDD Partners
Washington
$3.01M +$163K +7,275 +5%
AA
172
Apriem Advisors
California
$3M -$153K -6,810 -5%
EWA
173
EP Wealth Advisors
California
$2.98M -$814K -36,261 -20%
MWA
174
Martel Wealth Advisors
Washington
$2.98M +$1.88M +83,538 +140%
HIF
175
Hill Island Financial
Michigan
$2.96M +$18.4K +822 +0.6%