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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Barden Capital Management
Texas
$2.65M +$79.4K +3,213 +3%
KAS
202
KPP Advisory Services
Kentucky
$2.61M +$243K +9,831 +10%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$2.6M -$31.7K -1,284 -1%
WIC
204
Woodmont Investment Counsel
Tennessee
$2.57M
CWM
205
Cedar Wealth Management
California
$2.57M +$621K +25,149 +32%
HPFG
206
Hart & Patterson Financial Group
Massachusetts
$2.49M +$326K +13,173 +15%
CFGA
207
Cambridge Financial Group (Arizona)
Arizona
$2.46M +$5.26K +213 +0.2%
HIF
208
Hill Island Financial
Michigan
$2.43M -$95.6K -3,867 -4%
RIA
209
Regal Investment Advisors
Michigan
$2.42M +$54.9K +2,220 +2%
WF
210
Warner Financial
Maryland
$2.41M +$106K +4,299 +5%
VFIC
211
Valley Forge Investment Consultants
Pennsylvania
$2.41M -$198K -8,007 -8%
ADL
212
Asset Dedication LLC
California
$2.39M +$11.6K +471 +0.5%
SCA
213
Stonebridge Capital Advisors
Minnesota
$2.39M -$2.1M -84,795 -47%
SWP
214
Stratos Wealth Partners
Ohio
$2.35M +$13.9K +561 +0.6%
BWM
215
Brown Wealth Management
Illinois
$2.34M +$16.5K +666 +0.7%
BFM
216
Broadview Financial Management
Wisconsin
$2.33M -$36K -1,458 -2%
FA
217
Fagan Associates
New York
$2.32M +$17.6K +714 +0.8%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$2.32M +$39.8K +1,611 +2%
FWM
219
Fortress Wealth Management
California
$2.32M +$3.04K +123 +0.1%
IWM
220
IHT Wealth Management
Illinois
$2.3M -$874K -35,385 -28%
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
$2.25M +$2.25M +91,254 New
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$2.25M -$3.65M -147,861 -62%
SWM
223
Sculati Wealth Management
Michigan
$2.24M -$2.39M -96,576 -52%
ACG
224
Allen Capital Group
Nebraska
$2.23M +$200K +8,079 +10%
BFG
225
Berger Financial Group
Minnesota
$2.2M -$67K -2,712 -3%