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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B +$158M +5,775,232 +14%
SEI Investments
2
SEI Investments
Pennsylvania
$1.03B +$83.9M +3,062,099 +8%
MG
3
Mather Group
Illinois
$1.01B +$34.4M +1,254,652 +3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$956M -$43.9M -1,601,626 -4%
LPL Financial
5
LPL Financial
California
$616M +$69.9M +2,554,009 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$442M +$91.4M +3,337,420 +23%
Mariner
7
Mariner
Kansas
$433M +$2.75M +100,234 +0.6%
Ameriprise
8
Ameriprise
Minnesota
$388M +$30.3M +1,106,110 +8%
APP
9
Avantax Planning Partners
Iowa
$373M -$13.3M -484,114 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$371M +$9.11M +332,496 +2%
FEG
11
Fund Evaluation Group
Ohio
$255M -$19.7M -719,088 -7%
Morgan Stanley
12
Morgan Stanley
New York
$239M -$37.7M -1,378,084 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$234M +$55.7M +2,035,107 +28%
OIA
14
OneDigital Investment Advisors
Kansas
$208M +$2.24M +81,847 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$207M +$13.9M +507,864 +7%
Bank of America
16
Bank of America
North Carolina
$192M +$15.3M +559,713 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$191M +$86.4M +3,155,669 +71%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$181M +$6.4M +233,666 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$177M +$21.3M +776,015 +12%
JP Morgan Chase
20
JP Morgan Chase
New York
$174M +$26.3M +960,502 +16%
ML
21
McAdam LLC
Pennsylvania
$167M -$25.6M -935,329 -12%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$137M -$10.3M -376,220 -6%
MGIA
23
Moneta Group Investment Advisors
Missouri
$133M +$13.7M +499,934 +10%
AAS
24
Avantax Advisory Services
Texas
$126M +$25.1M +916,001 +22%
TWM
25
Thrive Wealth Management
Pennsylvania
$120M -$9.33M -340,719 -7%