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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
201
GenWealth Group
New Jersey
$908K +$386K +20,610 +75%
PFA
202
Pure Financial Advisors
California
$902K +$81.5K +4,353 +10%
MSWMA
203
Market Street Wealth Management Advisors
Indiana
$878K +$869K +46,449 New
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$871K +$403K +21,519 +88%
US Bancorp
205
US Bancorp
Minnesota
$862K +$143K +7,632 +20%
GCA
206
Gradient Capital Advisors
California
$848K +$36K +1,926 +4%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$841K +$135K +7,206 +19%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$820K +$58.2K +3,111 +8%
BIA
209
BHK Investment Advisors
Alabama
$816K +$197K +10,500 +32%
BAC
210
Boys Arnold & Co
North Carolina
$807K +$30.7K +1,641 +4%
LF
211
Lantz Financial
Illinois
$803K -$2.3K -123 -0.3%
Vanguard Capital Wealth Advisors
212
Vanguard Capital Wealth Advisors
Colorado
$799K -$73.9K -3,948 -9%
SFG
213
StrategIQ Financial Group
Indiana
$796K +$494K +26,379 +168%
BFPW
214
BOK Financial Private Wealth
Colorado
$772K +$67.8K +3,624 +10%
VFA
215
Valeo Financial Advisors
Indiana
$769K
Renaissance Technologies
216
Renaissance Technologies
New York
$766K +$460K +24,600 +155%
BAM
217
Belpointe Asset Management
Nevada
$747K +$13.5K +723 +2%
WCM
218
Whitener Capital Management
North Carolina
$742K +$76.1K +4,065 +12%
3C
219
361 Capital
Colorado
$740K +$17.9K +954 +2%
CWP
220
Capital Wealth Planning
Florida
$739K -$95.3K -5,091 -12%
NL
221
NWAM LLC
Washington
$729K +$18.1K +966 +3%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$728K
MPM
223
Meritage Portfolio Management
Kansas
$719K -$35.5K -1,896 -5%
AA
224
Alesco Advisors
New York
$718K +$5.17K +276 +0.7%
BAM
225
Baldrige Asset Management
Pennsylvania
$702K +$20.4K +1,092 +3%