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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
Theory Financial
Colorado
$2.77M -$80.2K -3,666 -3%
NSAM
202
North Star Asset Management
Wisconsin
$2.76M -$72.9K -3,336 -3%
RJA
203
Raymond James & Associates
Florida
$2.72M +$918 +42 +0%
CAG
204
Compass Advisory Group
New York
$2.68M -$530K -24,225 -17%
CIS
205
Custom Index Systems
New York
$2.67M +$2.5M +114,285 New
CCG
206
Coastwise Capital Group
California
$2.65M +$7.61K +348 +0.3%
SF
207
Schaeffer Financial
Maryland
$2.59M +$2.42M +110,775 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$2.57M -$320K -14,613 -12%
TNA
209
True North Advisors
Texas
$2.56M +$208K +9,492 +10%
NRI
210
NFP Retirement Inc
California
$2.53M -$56K -2,562 -2%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$2.52M +$540K +24,702 +30%
AWM
212
AE Wealth Management
Kansas
$2.51M -$1.6M -73,383 -41%
Lido Advisors
213
Lido Advisors
California
$2.5M -$14.3M -651,804 -86%
HIF
214
Hill Island Financial
Michigan
$2.47M -$620K -28,365 -21%
WIC
215
Woodmont Investment Counsel
Tennessee
$2.44M
Fidelity Investments
216
Fidelity Investments
Massachusetts
$2.4M +$515K +23,571 +30%
CFGA
217
Cambridge Financial Group (Arizona)
Arizona
$2.38M +$2.22M +101,643 New
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$2.34M +$787 +36 +0%
FA
219
Fagan Associates
New York
$2.32M -$24.3K -1,110 -1%
ADL
220
Asset Dedication LLC
California
$2.32M -$129K -5,898 -6%
DWM
221
Dakota Wealth Management
Florida
$2.31M +$150K +6,858 +7%
WIA
222
Westbourne Investment Advisors
Maryland
$2.3M +$30.4K +1,389 +1%
BFM
223
Broadview Financial Management
Wisconsin
$2.24M +$4.99K +228 +0.2%
SWP
224
Stratos Wealth Partners
Ohio
$2.22M +$556K +25,416 +37%
BWM
225
Brown Wealth Management
Illinois
$2.2M +$19K +870 +0.9%