We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
176
Well Done LLC
Michigan
$1.01M
CC
177
Claybrook Capital
Massachusetts
$1.01M +$1.09M +61,350 New
BFM
178
Broadview Financial Management
Wisconsin
$979K -$176K -9,945 -14%
SPC
179
Sigma Planning Corp
Michigan
$975K +$1.91K +108 +0.2%
BW
180
Bison Wealth
Georgia
$947K -$28.5K -1,611 -3%
PI
181
Parkside Investments
Illinois
$909K +$979K +55,335 New
BCWM
182
Blue Chip Wealth Management
Florida
$895K +$240K +13,545 +33%
ADL
183
Asset Dedication LLC
California
$875K +$127K +7,185 +16%
MMHP
184
Murphy Middleton Hinkle & Parker
Georgia
$848K +$139K +7,836 +18%
PFM
185
Phillips Financial Management
Indiana
$822K
MCM
186
Mengis Capital Management
Oregon
$820K +$138K +7,803 +19%
OC
187
Oarsman Capital
Wisconsin
$819K +$49K +2,769 +6%
BSW
188
Buckingham Strategic Wealth
Missouri
$799K +$430K +24,306 +100%
Citadel Advisors
189
Citadel Advisors
Florida
$791K -$413K -23,346 -33%
GCA
190
Gradient Capital Advisors
California
$783K +$344K +19,443 +69%
JC
191
Jentner Corp
Ohio
$780K +$98.4K +5,559 +13%
CFA
192
Cahill Financial Advisors
Minnesota
$779K +$86.8K +4,905 +12%
CCM
193
Carlson Capital Management
Minnesota
$777K -$214K -12,099 -20%
CWM
194
Cornerstone Wealth Management
Missouri
$740K +$795K +44,940 New
TF
195
Trek Financial
Arizona
$739K +$795K +44,952 New
DSC
196
Duncker Streett & Co
Missouri
$732K +$20.7K +1,170 +3%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K -$169K -9,528 -18%
NFG
198
Next Financial Group
Texas
$665K +$716K +40,476 New
VFA
199
Valeo Financial Advisors
Indiana
$663K -$17.4K -984 -2%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$645K -$79.6K -4,500 -10%