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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
$399M +$386M +24,909,528 New
APP
2
Avantax Planning Partners
Iowa
$157M +$152M +9,792,498 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M +$13.4M +862,581 +25%
BlackRock
4
BlackRock
New York
$36.4M +$23.4K +1,509 +0.1%
KF
5
Krilogy Financial
Missouri
$34.6M +$382K +24,618 +1%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29M -$799K -51,552 -3%
Betterment LLC
7
Betterment LLC
New York
$27.1M +$16.2M +1,044,087 +161%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$17M +$3.5M +226,002 +27%
Morgan Stanley
9
Morgan Stanley
New York
$16.6M -$4.48M -289,059 -22%
AA
10
Apriem Advisors
California
$15.8M -$1.35M -87,312 -8%
GAM
11
Gemmer Asset Management
California
$15.5M -$1.52M -97,977 -9%
FCI
12
Financial Counselors Inc
Kansas
$13.7M +$13.3M +857,331 New
LYV
13
Live Your Vision
Pennsylvania
$12.3M +$29.1K +1,878 +0.2%
SAM
14
Summit Asset Management
Tennessee
$12M +$484K +31,230 +4%
OCM
15
One Capital Management
California
$10.6M +$231K +14,919 +2%
UCFA
16
United Capital Financial Advisors
Texas
$10.5M -$111K -7,143 -1%
LPL Financial
17
LPL Financial
California
$10.4M +$1.73M +111,609 +21%
AG
18
Appleton Group
Wisconsin
$7.79M +$4.23M +272,874 +128%
ACM
19
Avalon Capital Management
California
$7.63M +$7.37M +475,653 New
AI
20
Atria Investments
North Carolina
$7.45M +$6.85M +442,047 +1,974%
VV
21
Valentine Ventures
Oregon
$7.26M -$35.4K -2,283 -0.5%
MIAN
22
Mariner Independent Advisor Network
Kansas
$7.09M +$4.32M +278,703 +170%
OA
23
Opes Advisors
California
$6.56M +$6.34M +409,329 New
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$6.55M -$4K -258 -0.1%
SFG
25
Sage Financial Group
Pennsylvania
$6.25M +$936K +60,417 +18%