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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$60.7M -$12.6M -856,509 -17%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.8M -$65.6K -4,455 -0.3%
F
3
FutureAdvisor
California
$16.1M +$7.29M +495,630 +80%
UCFA
4
United Capital Financial Advisors
Texas
$12.4M -$439K -29,835 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M +$101K +6,861 +0.9%
SAM
6
Summit Asset Management
Tennessee
$9.24M -$230K -15,642 -2%
GAM
7
Gemmer Asset Management
California
$8.88M -$2.53M -172,029 -22%
SFA
8
Sequoia Financial Advisors
Ohio
$8.12M +$403K +27,369 +5%
OCM
9
One Capital Management
California
$7.78M +$121K +8,235 +2%
LPL Financial
10
LPL Financial
California
$7.17M +$1.75M +118,965 +31%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.55M +$3.1M +210,903 +86%
VV
12
Valentine Ventures
Oregon
$6.41M -$5.96K -405 -0.1%
NDSI
13
Newman Dignan & Sheerar Inc
Rhode Island
$5.57M -$119K -8,088 -2%
VFS
14
VSR Financial Services
Kansas
$3.84M +$2.79M +189,366 +241%
IAS
15
IMA Advisory Services
Colorado
$3.27M -$29.9K -2,034 -0.9%
UBS Group
16
UBS Group
Switzerland
$3.08M -$266K -18,081 -8%
CMP
17
Courage Miller Partners
Virginia
$2.75M +$608K +41,301 +27%
CCM
18
Condor Capital Management
New Jersey
$2.66M +$84.7K +5,757 +3%
GIA
19
GHP Investment Advisors
Colorado
$2.59M +$209K +14,226 +9%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$2.19M -$20.3K -1,377 -0.9%
MIAN
21
Mariner Independent Advisor Network
Kansas
$2.18M +$248K +16,863 +12%
FWM
22
Frontier Wealth Management
Missouri
$1.96M +$22.3K +1,515 +1%
TCM
23
Tradewinds Capital Management
Washington
$1.82M +$914K +62,088 +95%
NFG
24
Nadler Financial Group
Illinois
$1.8M -$65.9K -4,479 -3%
Jane Street
25
Jane Street
New York
$1.75M -$53.7K -3,648 -3%