We are live on ! Find out more
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 +$339K +20,406 +0.1%
APP
2
Avantax Planning Partners
Iowa
$114M -$53.3M -3,203,475 -32%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$94.1M +$13.1M +790,623 +16%
BlackRock
4
BlackRock
New York
$38.4M +$563K +33,861 +1%
UBS Group
5
UBS Group
Switzerland
$36.4M +$31.8M +1,911,480 +722%
KF
6
Krilogy Financial
Missouri
$35M -$1.11M -67,044 -3%
FCI
7
Financial Counselors Inc
Kansas
$30.1M -$37.4K -2,247 -0.1%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.2M -$972K -58,464 -3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$26.4M +$5.68M +341,862 +28%
Bank of America
10
Bank of America
North Carolina
$21.6M -$4.97M -298,884 -19%
OIA
11
OneDigital Investment Advisors
Kansas
$15.3M +$15.2M +917,163 New
GAM
12
Gemmer Asset Management
California
$14.7M -$52.9K -3,180 -0.4%
LYV
13
Live Your Vision
Pennsylvania
$13.8M +$518K +31,140 +4%
SAM
14
Summit Asset Management
Tennessee
$12.6M -$41.5K -2,493 -0.3%
MG
15
Mather Group
Illinois
$11.2M +$5.39M +323,901 +93%
Morgan Stanley
16
Morgan Stanley
New York
$11.1M -$1.75M -105,087 -14%
OCM
17
One Capital Management
California
$11M +$243K +14,607 +2%
LPL Financial
18
LPL Financial
California
$10.5M +$608K +36,558 +6%
UCFA
19
United Capital Financial Advisors
Texas
$9.86M -$394K -23,706 -4%
Betterment LLC
20
Betterment LLC
New York
$8.33M -$5.99M -360,288 -42%
AA
21
Apriem Advisors
California
$8.02M -$10.3M -621,474 -56%
Jane Street
22
Jane Street
New York
$7.93M -$915K -55,014 -10%
AG
23
Appleton Group
Wisconsin
$7.91M +$6.63K +399 +0.1%
OA
24
Opes Advisors
California
$7.78M +$377K +22,653 +5%
SFG
25
Sage Financial Group
Pennsylvania
$7.7M +$387K +23,304 +5%