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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Steele Capital Management
Iowa
$3.14M -$291K -11,346 -9%
WIA
202
Westbourne Investment Advisors
Maryland
$3.13M +$96.5K +3,756 +3%
BCM
203
Barden Capital Management
Texas
$2.99M +$109K +4,233 +4%
BCM
204
Brookstone Capital Management
Illinois
$2.99M +$1.18M +46,059 +70%
CAG
205
Compass Advisory Group
New York
$2.97M -$38.2K -1,488 -1%
SF
206
Schaeffer Financial
Maryland
$2.97M +$43.4K +1,689 +2%
CWM
207
Cadence Wealth Management
Massachusetts
$2.95M +$1.15M +44,889 +69%
Citadel Advisors
208
Citadel Advisors
Florida
$2.84M +$2.4M +93,609 +763%
KAS
209
KPP Advisory Services
Kentucky
$2.83M -$3.08K -120 -0.1%
CWM
210
Cedar Wealth Management
California
$2.82M +$33.6K +1,308 +1%
WIC
211
Woodmont Investment Counsel
Tennessee
$2.79M
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$2.77M -$44.1K -1,716 -2%
WF
213
Warner Financial
Maryland
$2.76M +$135K +5,271 +5%
RIA
214
Regal Investment Advisors
Michigan
$2.73M +$106K +4,143 +4%
GRP
215
Global Retirement Partners
California
$2.68M -$202K -7,860 -7%
CFGA
216
Cambridge Financial Group (Arizona)
Arizona
$2.65M -$14.6K -570 -0.6%
HPFG
217
Hart & Patterson Financial Group
Massachusetts
$2.63M -$68.4K -2,664 -3%
VFIC
218
Valley Forge Investment Consultants
Pennsylvania
$2.62M +$10.4K +405 +0.4%
ADL
219
Asset Dedication LLC
California
$2.6M +$2.54K +99 +0.1%
CIS
220
Custom Index Systems
New York
$2.57M -$820K -31,938 -25%
BFM
221
Broadview Financial Management
Wisconsin
$2.55M +$17.5K +681 +0.7%
FA
222
Fagan Associates
New York
$2.51M -$11.2K -435 -0.5%
FWM
223
Fortress Wealth Management
California
$2.5M -$10.4K -405 -0.4%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$2.5M +$167K +6,498 +7%
JWCA
225
J.W. Cole Advisors
Florida
$2.42M +$67.1K +2,613 +3%