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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
201
Coastwise Capital Group
California
$2.89M +$12.9K +537 +0.5%
SF
202
Schaeffer Financial
Maryland
$2.79M -$13.7K -573 -0.5%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$2.7M -$839K -34,983 -25%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$2.67M +$1.74M +72,666 +222%
WIC
205
Woodmont Investment Counsel
Tennessee
$2.64M
BCM
206
Barden Capital Management
Texas
$2.64M -$877K -36,561 -26%
HIF
207
Hill Island Financial
Michigan
$2.59M -$80K -3,336 -3%
WIA
208
Westbourne Investment Advisors
Maryland
$2.58M +$85.2K +3,555 +4%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$2.57M -$1.28M -53,436 -34%
CFGA
210
Cambridge Financial Group (Arizona)
Arizona
$2.52M -$55.1K -2,298 -2%
ADL
211
Asset Dedication LLC
California
$2.45M -$69.6K -2,901 -3%
BFM
212
Broadview Financial Management
Wisconsin
$2.43M -$1.94K -81 -0.1%
KAS
213
KPP Advisory Services
Kentucky
$2.43M +$2.3M +95,799 New
RIA
214
Regal Investment Advisors
Michigan
$2.42M +$334K +13,941 +17%
CW
215
CreativeOne Wealth
Kansas
$2.4M +$1.99M +83,100 +709%
SWP
216
Stratos Wealth Partners
Ohio
$2.4M -$5.97K -249 -0.3%
BWM
217
Brown Wealth Management
Illinois
$2.38M -$4.24K -177 -0.2%
FWM
218
Fortress Wealth Management
California
$2.37M -$1.05M -43,953 -32%
FA
219
Fagan Associates
New York
$2.37M -$140K -5,838 -6%
WF
220
Warner Financial
Maryland
$2.37M +$366K +15,246 +20%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$2.34M -$188K -7,854 -8%
Citadel Advisors
222
Citadel Advisors
Florida
$2.33M +$2.21M +92,094 New
PFA
223
Pure Financial Advisors
California
$2.33M -$6.69K -279 -0.3%
BFG
224
Berger Financial Group
Minnesota
$2.33M +$1.62M +67,509 +278%
WCM
225
Weaver Capital Management
Georgia
$2.3M -$49.6K -2,070 -2%