We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$7.84M +$1.89M +60,620 +31%
GIA
152
Gladstone Institutional Advisory
Florida
$7.83M +$89.7K +2,878 +1%
WAM
153
Weinberger Asset Management
California
$7.63M -$805K -25,845 -9%
LWM
154
Lighthouse Wealth Management
Ohio
$7.63M +$1.56M +49,982 +25%
CAM
155
Cresset Asset Management
Illinois
$7.62M +$866K +27,795 +13%
SF
156
Sun Financial
Utah
$7.52M +$249K +8,006 +4%
AFP
157
Arnold Financial Planning
Iowa
$7.3M +$991K +31,794 +15%
BF
158
Baring Financial
Washington
$7.18M +$108K +3,466 +1%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$7.15M +$268K +8,616 +4%
LTL
160
Lowery Thomas LLC
California
$6.98M +$214K +6,883 +3%
SAI
161
Savvy Advisors Inc
New York
$6.96M -$517K -16,585 -7%
US Bancorp
162
US Bancorp
Minnesota
$6.91M -$107K -3,426 -1%
CWM
163
Cadence Wealth Management
Massachusetts
$6.87M +$134K +4,304 +2%
PIA
164
Panoramic Investment Advisors
Colorado
$6.84M +$136K +4,358 +2%
C
165
Certuity
Florida
$6.76M +$3.16M +101,536 +85%
BCM
166
Brookstone Capital Management
Illinois
$6.73M -$946K -30,369 -12%
PMG
167
ProVise Management Group
Florida
$6.68M -$65.7K -2,109 -1%
QCM
168
Quantinno Capital Management
New York
$6.6M +$2.74M +88,006 +69%
CAG
169
Curtis Advisory Group
California
$6.56M -$69.2K -2,221 -1%
IFS
170
Ifrah Financial Services
Arkansas
$6.54M -$66.3K -2,128 -1%
PFWA
171
Paces Ferry Wealth Advisors
Georgia
$6.43M -$93.6K -3,005 -1%
GWS
172
Glassman Wealth Services
Virginia
$6.34M +$77.8K +2,496 +1%
AC
173
Avant Capital
Louisiana
$6.31M -$43.7K -1,404 -0.7%
BWA
174
BlueSky Wealth Advisors
North Carolina
$6.29M +$6.43M +206,324 New
EWA
175
EP Wealth Advisors
California
$6.24M +$572K +18,347 +10%