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Schwab US Large- Cap ETF
SCHX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
US Bancorp
1
US Bancorp
Minnesota
USD 5068 M +USD 775 M +27,154,202 +19%
Creative Planning
2
Creative Planning
Kansas
USD 2399 M -USD 21.6 M -756,223 -0.9%
Moneta Group Investment Advisors
3
Moneta Group Investment Advisors
Missouri
USD 1139 M +USD 38 M +1,329,784 +4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
USD 1113 M +USD 85.9 M +3,009,782 +9%
HBK Sorce Advisory
5
HBK Sorce Advisory
Pennsylvania
USD 1069 M +USD 9.45 M +330,807 +0.9%
SEI Investments
6
SEI Investments
Pennsylvania
USD 951 M -USD 6.55 M -229,420 -0.7%
Betterment LLC
7
Betterment LLC
New York
USD 843 M +USD 797 k +27,913 +0.1%
Sage Financial Group
8
Sage Financial Group
Pennsylvania
USD 677 M -USD 3.04 M -106,449 -0.5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
USD 599 M +USD 5.13 M +179,594 +0.9%
Diversified Enterprises
10
Diversified Enterprises
Delaware
USD 554 M +USD 18 M +631,296 +3%
Cerity Partners
11
Cerity Partners
New York
USD 545 M -USD 19.4 M -680,811 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 411 M -USD 1.59 M -55,707 -0.4%
Koss-Olinger Consulting
13
Koss-Olinger Consulting
Florida
USD 377 M +USD 66.2 M +2,317,613 +22%
Jupiter Topco
14
Jupiter Topco
New York
USD 376 M +USD 365 M +12,782,146 Nuevas
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 334 M +USD 6.33 M +221,501 +2%
McAdam LLC
16
McAdam LLC
Pennsylvania
USD 321 M +USD 21.6 M +755,759 +7%
Bank of America
17
Bank of America
North Carolina
USD 307 M +USD 10.1 M +353,022 +4%
Mariner
18
Mariner
Kansas
USD 304 M -USD 1.94 M -68,053 -0.7%
Norinchukin Bank
19
Norinchukin Bank
Japan
USD 300 M – – –
UBS Group
20
UBS Group
Switzerland
USD 294 M +USD 12.3 M +430,175 +5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
USD 285 M -USD 7.32 M -256,234 -3%
Morgan Stanley
22
Morgan Stanley
New York
USD 260 M +USD 6.88 M +241,000 +3%
Prime Capital Investment Advisors
23
Prime Capital Investment Advisors
Kansas
USD 256 M -USD 5.59 M -195,746 -2%
LPL Financial
24
LPL Financial
California
USD 252 M +USD 29.2 M +1,024,193 +14%
Fund Evaluation Group
25
Fund Evaluation Group
Ohio
USD 247 M -USD 24.8 M -869,003 -9%
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