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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.62B -$63.5M -1,928,543 -4%
SEI Investments
2
SEI Investments
Pennsylvania
$1.57B +$8.45M +256,400 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$451M -$175M -5,325,451 -29%
APP
4
Avantax Planning Partners
Iowa
$356M -$151K -4,576 -0%
MG
5
Mather Group
Illinois
$352M -$832M -25,242,337 -71%
Mariner
6
Mariner
Kansas
$318M -$1.02M -30,892 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$310M -$78M -2,367,233 -21%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$270M -$9.92M -301,244 -4%
SC
9
Savant Capital
Illinois
$209M +$108M +3,269,240 +105%
MGIA
10
Moneta Group Investment Advisors
Missouri
$184M +$7.46M +226,446 +4%
BPA
11
Beacon Pointe Advisors
California
$136M +$1.48M +44,859 +1%
Betterment LLC
12
Betterment LLC
New York
$135M -$4.39M -133,332 -3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$128M -$2.79M -84,580 -2%
LPL Financial
14
LPL Financial
California
$128M +$11.9M +362,628 +11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$124M +$893K +27,119 +0.8%
GAM
16
Gemmer Asset Management
California
$117M -$1.95M -59,067 -2%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$105M +$723K +21,956 +0.7%
MAG
18
Mokosak Advisory Group
Iowa
$105M +$168K +5,102 +0.2%
KF
19
Krilogy Financial
Missouri
$100M +$258K +7,841 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$96.8M -$8.42M -255,565 -8%
Ameriprise
21
Ameriprise
Minnesota
$94.2M +$3.08M +93,585 +4%
UBS Group
22
UBS Group
Switzerland
$94M -$768K -23,317 -0.9%
HighTower Advisors
23
HighTower Advisors
Illinois
$91.4M -$1.06M -32,184 -1%
ETC
24
Exchange Traded Concepts
Oklahoma
$83.6M +$10M +304,251 +15%
CFG
25
Cooper Financial Group
California
$79.2M +$4.63M +140,501 +7%