We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cadence Wealth Management
Massachusetts
$6.55M +$375K +12,846 +6%
PIA
152
Panoramic Investment Advisors
Colorado
$6.52M +$118K +4,037 +2%
SF
153
Sun Financial
Utah
$6.51M +$6.43M +219,992 New
CAG
154
Curtis Advisory Group
California
$6.43M +$439K +15,021 +7%
IFS
155
Ifrah Financial Services
Arkansas
$6.41M -$4.79K -164 -0.1%
PFWA
156
Paces Ferry Wealth Advisors
Georgia
$6.33M -$75.4K -2,581 -1%
VFS
157
Valpey Financial Services
New Hampshire
$6.25M +$107K +3,675 +2%
BCI
158
Brinker Capital Investments
Pennsylvania
$6.2M +$23.6K +807 +0.4%
AC
159
Avant Capital
Louisiana
$6.17M +$139K +4,741 +2%
AFP
160
Arnold Financial Planning
Iowa
$6.15M +$6.07M +207,609 New
GWS
161
Glassman Wealth Services
Virginia
$6.08M
VAS
162
Vestmark Advisory Solutions
Massachusetts
$6.01M +$5.94M +203,138 New
CM
163
Columbus Macro
Pennsylvania
$5.98M -$868K -29,712 -13%
SF
164
Summit Financial
New Jersey
$5.96M +$114K +3,897 +2%
PFA
165
Petra Financial Advisors
Colorado
$5.94M -$221K -7,575 -4%
LWM
166
Lighthouse Wealth Management
Ohio
$5.93M +$440K +15,042 +8%
BAMG
167
Brand Asset Management Group
Missouri
$5.91M -$480K -16,413 -8%
PPH
168
Pure Portfolios Holdings
Oregon
$5.87M +$32.9K +1,125 +0.6%
IWC
169
Integrated Wealth Concepts
Massachusetts
$5.81M -$1.75M -59,829 -23%
SWM
170
SpringVest Wealth Management
Texas
$5.68M +$27.3K +933 +0.5%
FFA
171
Florida Financial Advisors
Florida
$5.64M -$24K -821 -0.4%
WRPWM
172
Werba Rubin Papier Wealth Management
California
$5.62M -$299K -10,238 -5%
CFA
173
Cahill Financial Advisors
Minnesota
$5.6M +$115K +3,942 +2%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$5.58M +$4.06M +138,818 +280%
EWA
175
EP Wealth Advisors
California
$5.51M +$5.44M +186,219 New