We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
201
Woodmont Investment Counsel
Tennessee
$2.24M +$25.3K +1,125 +1%
RWP
202
RWA Wealth Partners
Massachusetts
$2.22M -$32.1K -1,431 -1%
FA
203
Fagan Associates
New York
$2.16M -$54K -2,403 -2%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$2.15M -$131K -5,847 -6%
TNA
205
True North Advisors
Texas
$2.15M -$506K -22,545 -18%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$2.12M -$7.61K -339 -0.3%
PFA
207
Pure Financial Advisors
California
$2.09M -$16.9K -753 -0.8%
WIA
208
Westbourne Investment Advisors
Maryland
$2.08M +$437K +19,455 +25%
BFM
209
Broadview Financial Management
Wisconsin
$2.06M +$9.37K +417 +0.4%
ACG
210
Allen Capital Group
Nebraska
$2.03M +$37.6K +1,674 +2%
BWM
211
Brown Wealth Management
Illinois
$2M -$563K -25,074 -21%
DWM
212
Dakota Wealth Management
Florida
$1.97M +$212K +9,456 +11%
AL
213
ACAS LLC
California
$1.93M +$2.56K +114 +0.1%
FAIM
214
Financial Advocates Investment Management
Washington
$1.92M +$194K +8,655 +11%
AFS
215
Annapolis Financial Services
Maryland
$1.9M +$4.78K +213 +0.2%
MWM
216
Merriman Wealth Management
Washington
$1.87M -$26.1K -1,164 -1%
KP
217
Keel Point
Alabama
$1.86M -$16.3K -726 -0.8%
ASN
218
Advisory Services Network
Georgia
$1.86M +$982K +43,725 +102%
KAS
219
KPP Advisory Services
Kentucky
$1.85M +$1.94M +86,289 New
JWCA
220
J.W. Cole Advisors
Florida
$1.84M +$229K +10,188 +14%
AWS
221
Atria Wealth Solutions
New York
$1.82M -$2.96K -132 -0.2%
DSC
222
Duncker Streett & Co
Missouri
$1.82M +$2.22K +99 +0.1%
EHAM
223
Eagle Harbor Asset Management
Washington
$1.81M -$140K -6,255 -7%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$1.79M -$71.1K -3,165 -4%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$1.79M +$1.21M +54,057 +185%