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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
201
Coastwise Capital Group
California
$5.53M -$55.6K -1,687 -1%
SKK
202
Shepherd Kaplan Krochuk
Massachusetts
$5.46M -$427K -12,960 -8%
SWA
203
Sax Wealth Advisors
New Jersey
$5.35M +$3.65M +110,698 +171%
KAS
204
KPP Advisory Services
Kentucky
$5.35M +$211K +6,417 +4%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$5.35M +$993K +30,155 +24%
NA
206
NewEdge Advisors
Louisiana
$5.3M +$54.6K +1,657 +1%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$5.28M +$106K +3,223 +2%
VT
208
Vise Technologies
New York
$5.14M +$623K +18,906 +15%
GBFP
209
Golden Bell Financial Planning
Georgia
$5.14M -$53.9K -1,636 -1%
SFA
210
Sequoia Financial Advisors
Ohio
$5.09M -$234K -7,098 -5%
NDSI
211
Newman Dignan & Sheerar Inc
Rhode Island
$5.02M -$55K -1,671 -1%
KWA
212
Kingswood Wealth Advisors
California
$4.98M +$221K +6,698 +5%
SWP
213
Stratos Wealth Partners
Ohio
$4.96M -$123K -3,725 -3%
SWM
214
SeaCrest Wealth Management
New York
$4.95M -$71.8K -2,181 -2%
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$4.85M -$16.3K -496 -0.4%
ACA
216
Affinity Capital Advisors
California
$4.8M -$36.4K -1,104 -0.8%
NSAM
217
North Star Asset Management
Wisconsin
$4.78M +$322K +9,760 +8%
OCM
218
One Capital Management
California
$4.72M
ACG
219
Allen Capital Group
Nebraska
$4.68M +$580K +17,594 +15%
SDJVC
220
St. Denis J. Villere & Co
Louisiana
$4.68M +$4.43M +134,411 New
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$4.61M +$152K +4,605 +4%
JGCM
222
Joseph Group Capital Management
Ohio
$4.58M -$1.42K -43 -0%
LIA
223
LifePlan Investment Advisors
North Carolina
$4.49M -$36.1K -1,095 -0.8%
BCM
224
Barden Capital Management
Texas
$4.46M +$52.3K +1,589 +1%
CWA
225
Centerline Wealth Advisors
Kentucky
$4.44M +$2.21K +67 +0.1%