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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
201
Capital Wealth Planning
Florida
$823K +$813K +43,968 New
Vanguard Capital Wealth Advisors
202
Vanguard Capital Wealth Advisors
Colorado
$814K -$47.9K -2,592 -5%
PFA
203
Pure Financial Advisors
California
$811K +$21K +1,134 +3%
GCA
204
Gradient Capital Advisors
California
$803K -$50.7K -2,742 -6%
BSW
205
Buckingham Strategic Wealth
Missouri
$785K +$34.7K +1,875 +5%
BAMG
206
Brand Asset Management Group
Missouri
$773K -$56.2K -3,039 -7%
BAC
207
Boys Arnold & Co
North Carolina
$771K +$119K +6,450 +19%
KM
208
Kalos Management
Georgia
$765K +$751K +40,635 New
VFA
209
Valeo Financial Advisors
Indiana
$761K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$752K +$131K +7,065 +21%
MPM
211
Meritage Portfolio Management
Kansas
$747K +$373K +20,175 +102%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$728K
BAM
213
Belpointe Asset Management
Nevada
$725K +$716K +38,760 New
3C
214
361 Capital
Colorado
$715K +$1.66K +90 +0.2%
US Bancorp
215
US Bancorp
Minnesota
$711K +$113K +6,099 +19%
AA
216
Alesco Advisors
New York
$705K -$14K -756 -2%
NL
217
NWAM LLC
Washington
$703K
Fidelity Investments
218
Fidelity Investments
Massachusetts
$697K -$89.2K -4,827 -11%
FA
219
Fagan Associates
New York
$697K +$101K +5,478 +17%
BFPW
220
BOK Financial Private Wealth
Colorado
$696K +$71.2K +3,852 +12%
TRCT
221
Tower Research Capital (TRC)
New York
$693K +$469K +25,353 +217%
MWM
222
MinichMacGregor Wealth Management
New York
$682K +$285K +15,426 +74%
BAM
223
Baldrige Asset Management
Pennsylvania
$674K +$10.9K +591 +2%
TYCC
224
Texas Yale Capital Corp
Florida
$665K -$663K -35,880 -50%
FAM
225
Foothills Asset Management
Arizona
$660K +$160K +8,643 +32%