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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TH
1
TMFS Holdings
Kansas
$352M +$42.3M +2,773,899 +13%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M +$13.7M +899,085 +36%
BlackRock
3
BlackRock
New York
$34.4M +$1.57M +102,990 +5%
KF
4
Krilogy Financial
Missouri
$32.4M +$6.54M +428,784 +25%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M -$1.65M -108,333 -6%
Morgan Stanley
6
Morgan Stanley
New York
$20.1M +$2.17M +142,476 +12%
AA
7
Apriem Advisors
California
$16.3M +$246K +16,161 +2%
GAM
8
Gemmer Asset Management
California
$16.2M +$1.21M +79,611 +8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$12.6M +$4.41M +289,152 +53%
LYV
10
Live Your Vision
Pennsylvania
$11.6M +$10.2M +672,186 +711%
SAM
11
Summit Asset Management
Tennessee
$10.9M -$187K -12,288 -2%
UCFA
12
United Capital Financial Advisors
Texas
$10M -$2.05M -134,553 -17%
OCM
13
One Capital Management
California
$9.84M +$1.05M +68,895 +12%
Betterment LLC
14
Betterment LLC
New York
$9.82M +$2.3M +150,642 +30%
LPL Financial
15
LPL Financial
California
$7.98M +$368K +24,147 +5%
VV
16
Valentine Ventures
Oregon
$6.91M -$266K -17,451 -4%
IAS
17
IMA Advisory Services
Colorado
$6.23M +$5.67K +372 +0.1%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$6.21M -$40.9K -2,685 -0.7%
GIA
19
GHP Investment Advisors
Colorado
$5.46M +$224K +14,664 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.41M -$898K -58,869 -14%
CAN
21
Cetera Advisor Networks
California
$5.31M +$1.68M +109,926 +46%
SFG
22
Sage Financial Group
Pennsylvania
$5M +$1.57M +102,681 +45%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$4.96M +$40.8K +2,673 +0.8%
NFG
24
Nadler Financial Group
Illinois
$4.38M +$543K +35,604 +14%
Wells Fargo
25
Wells Fargo
California
$4M +$1.1M +72,459 +38%