We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
176
First Trust Advisors
Illinois
$3.83M +$3.67M +142,920 New
RIA
177
Retirement Investment Advisors
Oklahoma
$3.77M +$148K +5,751 +4%
MSFS
178
Main Street Financial Solutions
Pennsylvania
$3.71M -$40.7K -1,584 -1%
GWM
179
Geneos Wealth Management
Colorado
$3.67M +$3.17M +123,261 +892%
LIM
180
Leavell Investment Management
Alabama
$3.64M +$20.7K +807 +0.6%
DAS
181
Dynamic Advisor Solutions
Arizona
$3.62M -$99.8K -3,885 -3%
ZRP
182
Zynergy Retirement Planning
New Jersey
$3.59M -$318K -12,399 -8%
LIA
183
LifePlan Investment Advisors
North Carolina
$3.59M +$34.3K +1,335 +1%
CAWM
184
Capital Advisors Wealth Management
Washington
$3.58M -$15.8K -615 -0.5%
HWM
185
HB Wealth Management
Georgia
$3.56M -$872K -33,951 -20%
GWA
186
GGM Wealth Advisors
Maryland
$3.53M -$35.1K -1,365 -1%
PPH
187
Pure Portfolios Holdings
Oregon
$3.47M +$3.32M +129,381 New
AWG
188
Altus Wealth Group
Colorado
$3.43M +$61.7K +2,403 +2%
SWA
189
Stratos Wealth Advisors
Ohio
$3.42M -$68.7K -2,673 -2%
RJA
190
Raymond James & Associates
Florida
$3.36M +$239K +9,285 +8%
Truist Financial
191
Truist Financial
North Carolina
$3.35M +$167K +6,486 +5%
DP
192
DDD Partners
Washington
$3.35M +$132K +5,142 +4%
CPRC
193
Consolidated Portfolio Review Corp
New York
$3.32M -$80.2K -3,123 -2%
CCG
194
Coastwise Capital Group
California
$3.3M +$144K +5,604 +5%
AA
195
Apriem Advisors
California
$3.3M +$44.7K +1,740 +1%
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$3.25M -$15K -585 -0.5%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$3.23M +$55.2K +2,148 +2%
ATWA
198
Arbor Trust Wealth Advisors
Michigan
$3.23M
NSAM
199
North Star Asset Management
Wisconsin
$3.18M +$24.4K +948 +0.8%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$3.17M +$180K +7,017 +6%