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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
$4.9M +$79.7K +2,557 +2%
WF
202
Warner Financial
Maryland
$4.85M +$280K +8,981 +6%
LAM
203
L2 Asset Management
Massachusetts
$4.75M +$3.53M +113,147 +265%
EFG
204
Embree Financial Group
Illinois
$4.74M -$161K -5,168 -3%
OCM
205
One Capital Management
California
$4.72M -$66K -2,120 -1%
PFA
206
Pinnacle Family Advisors
Missouri
$4.68M +$2.29M +73,516 +92%
SFA
207
Sequoia Financial Advisors
Ohio
$4.67M -$134K -4,300 -3%
AQR Capital Management
208
AQR Capital Management
Connecticut
$4.64M +$1.54M +49,271 +48%
RIA
209
Retirement Investment Advisors
Oklahoma
$4.62M
NA
210
NewEdge Advisors
Louisiana
$4.6M +$11.9K +382 +0.3%
GBFP
211
Golden Bell Financial Planning
Georgia
$4.55M -$103K -3,299 -2%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$4.53M -$497K -15,968 -10%
KAS
213
KPP Advisory Services
Kentucky
$4.49M +$46K +1,475 +1%
SWP
214
Stratos Wealth Partners
Ohio
$4.46M -$694K -22,284 -13%
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
$4.45M -$339K -10,881 -7%
SWM
216
SeaCrest Wealth Management
New York
$4.4M -$516K -16,567 -10%
IAA
217
Independent Advisor Alliance
North Carolina
$4.39M +$4.17M +133,959 +1,327%
CWMS
218
CFG Wealth Management Services
Indiana
$4.37M -$17.9K -573 -0.4%
DP
219
DDD Partners
Washington
$4.36M +$38.8K +1,244 +0.9%
Citadel Advisors
220
Citadel Advisors
Florida
$4.31M +$3.98M +127,688 +938%
ACA
221
Affinity Capital Advisors
California
$4.27M -$92.3K -2,964 -2%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$4.26M -$169K -5,438 -4%
KWA
223
Kingswood Wealth Advisors
California
$4.16M +$96.4K +3,095 +2%
JGCM
224
Joseph Group Capital Management
Ohio
$4.01M +$458K +14,716 +13%
LIA
225
LifePlan Investment Advisors
North Carolina
$3.97M -$143K -4,589 -3%