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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
$492M +$78.8M +4,796,025 +19%
APP
2
Avantax Planning Partners
Iowa
$166M +$4.12M +250,563 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$79.5M +$9.19M +559,170 +13%
BlackRock
4
BlackRock
New York
$37.4M -$124K -7,563 -0.3%
KF
5
Krilogy Financial
Missouri
$34.6M
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M -$74.1K -4,506 -0.2%
FCI
7
Financial Counselors Inc
Kansas
$29.8M +$15.5M +944,997 +110%
Bank of America
8
Bank of America
North Carolina
$26.3M +$19.9M +1,208,985 +319%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$20.5M +$2.93M +177,966 +17%
AA
10
Apriem Advisors
California
$18.2M +$1.85M +112,386 +11%
GAM
11
Gemmer Asset Management
California
$14.6M -$1.41M -85,674 -9%
Betterment LLC
12
Betterment LLC
New York
$14.2M -$13.7M -832,506 -49%
LYV
13
Live Your Vision
Pennsylvania
$12.9M +$159K +9,684 +1%
Morgan Stanley
14
Morgan Stanley
New York
$12.8M -$4.37M -266,103 -26%
SAM
15
Summit Asset Management
Tennessee
$12.5M +$140K +8,544 +1%
OCM
16
One Capital Management
California
$10.7M -$288K -17,511 -3%
UCFA
17
United Capital Financial Advisors
Texas
$10.1M -$666K -40,527 -6%
LPL Financial
18
LPL Financial
California
$9.81M -$794K -48,288 -8%
Jane Street
19
Jane Street
New York
$8.76M +$8.69M +528,933 New
AG
20
Appleton Group
Wisconsin
$7.82M -$228K -13,890 -3%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$7.35M +$585K +35,565 +9%
SFG
22
Sage Financial Group
Pennsylvania
$7.23M +$771K +46,917 +12%
OA
23
Opes Advisors
California
$7.21M +$428K +26,022 +6%
AI
24
Atria Investments
North Carolina
$7.01M -$671K -40,848 -9%
Wells Fargo
25
Wells Fargo
California
$6.84M +$2.41M +146,643 +55%