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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
$839K +$7.75K +423 +0.7%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$839K +$1.04M +56,826 New
Truist Financial
203
Truist Financial
North Carolina
$824K -$39.5K -2,154 -4%
ACI
204
Alpha Cubed Investments
California
$818K -$122K -6,675 -11%
CWM
205
Chesapeake Wealth Management
Virginia
$818K +$163K +8,871 +19%
TYCC
206
Texas Yale Capital Corp
Florida
$812K +$217K +11,817 +27%
BCWM
207
Blue Chip Wealth Management
Florida
$788K -$184K -10,062 -16%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$786K -$48.2K -2,631 -5%
JC
209
Jentner Corp
Ohio
$772K -$47.3K -2,580 -5%
JWS
210
Juncture Wealth Strategies
Arizona
$769K +$21.9K +1,197 +2%
MCM
211
Mengis Capital Management
Oregon
$749K -$45.5K -2,484 -5%
PCWA
212
Pacific Capital Wealth Advisors
California
$742K -$66.2K -3,612 -7%
PAMG
213
Patton Albertson Miller Group
Tennessee
$740K -$68.2K -3,720 -7%
BC
214
Brio Consultants
California
$738K -$138K -7,539 -13%
SPI
215
Santori & Peters Inc
Pennsylvania
$734K -$93.8K -5,118 -9%
WPIC
216
White Pine Investment Company
Michigan
$732K +$596K +32,520 +190%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$728K
AL
218
Aspiriant LLC
California
$708K -$151K -8,235 -15%
MWA
219
Martel Wealth Advisors
Washington
$701K +$363K +19,809 +72%
SWPG
220
Strategic Wealth Partners Group
Illinois
$698K +$170K +9,282 +24%
LPIC
221
LeJeune Puetz Investment Counsel
Michigan
$696K +$143K +7,797 +20%
MAM
222
Marotta Asset Management
Virginia
$689K -$174K -9,471 -16%
MFG
223
MidWestOne Financial Group
Iowa
$676K +$518K +28,251 +161%
VFA
224
Valeo Financial Advisors
Indiana
$664K +$7.54K +411 +1%
WC
225
Waterloo Capital
Texas
$659K +$819K +44,667 New