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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$2.44M -$118K -5,325 -5%
RJA
202
Raymond James & Associates
Florida
$2.44M -$39.4K -1,773 -2%
Goldman Sachs
203
Goldman Sachs
New York
$2.43M -$1M -45,126 -29%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$2.38M +$5.27K +237 +0.2%
NRI
205
NFP Retirement Inc
California
$2.38M -$70.9K -3,192 -3%
PFA
206
Pure Financial Advisors
California
$2.37M -$10.3K -462 -0.4%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$2.35M -$61.1K -2,748 -2%
AF
208
Advisornet Financial
Minnesota
$2.34M +$100K +4,512 +4%
FA
209
Fagan Associates
New York
$2.3M -$63.3K -2,847 -3%
WIC
210
Woodmont Investment Counsel
Tennessee
$2.25M -$135K -6,075 -6%
JMPWA
211
JP Morgan Private Wealth Advisors
California
$2.25M -$119K -5,343 -5%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$2.23M -$5.6K -252 -0.2%
BWM
213
BCS Wealth Management
Tennessee
$2.23M +$462K +20,793 +26%
CW
214
CreativeOne Wealth
Kansas
$2.17M +$151K +6,798 +7%
PWA
215
Providence Wealth Advisors
Illinois
$2.15M -$390K -17,565 -15%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$131K -5,898 -6%
MGIA
217
Matthew Goff Investment Advisor
Texas
$2.09M +$2.12M +95,394 New
BFM
218
Broadview Financial Management
Wisconsin
$2.04M +$40.1K +1,806 +2%
GRP
219
Global Retirement Partners
California
$2M +$78.5K +3,531 +4%
AL
220
ACAS LLC
California
$1.99M -$2K -90 -0.1%
IA
221
IFP Advisors
Florida
$1.96M -$8.73M -392,892 -78%
EHAM
222
Eagle Harbor Asset Management
Washington
$1.93M +$41.6K +1,872 +2%
AFS
223
Annapolis Financial Services
Maryland
$1.93M +$4.4K +198 +0.2%
FAIM
224
Financial Advocates Investment Management
Washington
$1.91M -$530K -23,868 -21%
BMM
225
Berkshire Money Management
Massachusetts
$1.9M -$126K -5,673 -6%