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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Regal Investment Advisors
Michigan
$347K +$75.8K +4,092 +28%
SG
202
StoneX Group
New York
$335K +$23K +1,239 +7%
VIA
203
Vantage Investment Advisors
Pennsylvania
$331K -$28.9K -1,557 -8%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$323K +$7.95K +429 +3%
RC
205
Roundview Capital
New Jersey
$316K
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$315K +$83.4K +4,500 +36%
TWA
207
TCI Wealth Advisors
Arizona
$311K
IF
208
IRON Financial
Illinois
$308K +$306K +16,500 New
CWM
209
Chesapeake Wealth Management
Virginia
$301K +$556 +30 +0.2%
NL
210
NWAM LLC
Washington
$300K -$778 -42 -0.3%
APG
211
Abacus Planning Group
South Carolina
$294K +$723 +39 +0.2%
AWM
212
Avior Wealth Management
Nebraska
$293K +$52K +2,808 +22%
CIR
213
Clear Investment Research
Georgia
$275K -$64.1K -3,456 -19%
GG
214
Gofen & Glossberg
Illinois
$275K
BO
215
BRR OpCo
Ohio
$275K +$4.34K +234 +2%
Renaissance Technologies
216
Renaissance Technologies
New York
$269K -$214K -11,562 -45%
WIA
217
Westbourne Investment Advisors
Maryland
$266K +$41.3K +2,229 +19%
AIM
218
Avity Investment Management
Connecticut
$264K
MCP
219
Mirador Capital Partners
California
$264K +$3.11K +168 +1%
NFG
220
Nations Financial Group
Iowa
$264K +$9.62K +519 +4%
AWA
221
Acorn Wealth Advisors
Michigan
$264K +$119K +6,405 +76%
LFG
222
Larson Financial Group
Missouri
$258K -$43.5K -2,346 -15%
AIA
223
Arcadia Investment Advisors
Idaho
$258K -$49.6K -2,676 -16%
APSP
224
Asset Planning Services (Pennsylvania)
Pennsylvania
$257K +$1.83K +99 +0.7%
IWM
225
IHT Wealth Management
Illinois
$248K +$278 +15 +0.1%