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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$27.2M +$5.08M +271,617 +25%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26M -$966K -51,648 -4%
PFO
28
Pathstone Family Office
New Jersey
$25.9M +$24.4M +1,306,404 New
Bank of America
29
Bank of America
North Carolina
$25.6M +$1.58M +84,495 +7%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$25.5M +$997K +53,346 +4%
SC
31
Savant Capital
Illinois
$25.4M +$4.42M +236,493 +23%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$24.4M
Wells Fargo
33
Wells Fargo
California
$23.6M +$750K +40,119 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$23.3M +$16.2M +864,396 +280%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$3.11M +166,626 +18%
TWP
36
Treybourne Wealth Planners
Indiana
$21.8M +$20.6M +1,099,917 New
BA
37
Ballast Advisors
Minnesota
$21.6M +$1.85M +98,991 +10%
PMG
38
ProVise Management Group
Florida
$21.3M +$1.33M +71,127 +7%
FFN
39
Focus Financial Network
Minnesota
$20.5M +$1.8M +96,054 +10%
SAMC
40
Spectrum Asset Management (California)
California
$19.8M +$2.23M +119,139 +14%
GSIS
41
Global Strategic Investment Solutions
Arizona
$18.5M +$463K +24,777 +3%
MM
42
Main Management
California
$18.3M +$114K +6,105 +0.7%
NFG
43
Nadler Financial Group
Illinois
$17.7M +$903K +48,309 +6%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$16.2M +$891K +47,637 +6%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.9M +$1.24M +66,420 +9%
AG
46
Appleton Group
Wisconsin
$15.2M +$13.4M +716,646 +1,500%
SAM
47
Summit Asset Management
Tennessee
$15M +$73K +3,903 +0.5%
GC
48
Garde Capital
Washington
$14.2M +$199K +10,662 +2%
TWM
49
Tradition Wealth Management
Minnesota
$14.1M +$13.3M +711,513 New
PA
50
Prism Advisors
California
$14M +$327K +17,517 +3%