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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
$937M +$93.8M +5,285,478 +11%
SEI Investments
2
SEI Investments
Pennsylvania
$312M +$231M +12,988,131 +317%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$184M +$8.7M +490,317 +5%
Bank of America
4
Bank of America
North Carolina
$180M +$37.7M +2,123,481 +27%
APP
5
Avantax Planning Partners
Iowa
$173M +$54.1M +3,049,551 +47%
MG
6
Mather Group
Illinois
$113M +$8.43M +475,173 +8%
Betterment LLC
7
Betterment LLC
New York
$91.9M +$7.69M +433,341 +9%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$63M +$11.5M +648,333 +23%
UCFA
9
United Capital Financial Advisors
Texas
$63M +$4.76M +268,428 +8%
Mariner
10
Mariner
Kansas
$57.4M +$16M +900,714 +40%
KF
11
Krilogy Financial
Missouri
$44.7M +$1.06M +59,544 +2%
FCI
12
Financial Counselors Inc
Kansas
$34.5M +$2.59M +146,175 +8%
LPL Financial
13
LPL Financial
California
$29.5M +$6.22M +350,247 +28%
OIA
14
OneDigital Investment Advisors
Kansas
$27.8M +$4.07M +229,323 +18%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.4M -$4.55M -256,470 -15%
Goldman Sachs
16
Goldman Sachs
New York
$25.5M +$24.8M +1,397,790 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$24.5M +$23.5M +1,326,765 +7,803%
MA
18
MUFG Americas
New York
$24.1M +$7.72M +435,228 +49%
BlackRock
19
BlackRock
New York
$23.5M -$13.5M -761,418 -37%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$23.4M -$7.26M -409,020 -24%
GAM
21
Gemmer Asset Management
California
$22.8M -$17.9K -1,011 -0.1%
Morgan Stanley
22
Morgan Stanley
New York
$22.6M +$16.1M +909,042 +274%
KLI
23
Kelman-Lazarov Inc
Tennessee
$21.1M +$5.44M +306,231 +36%
Wells Fargo
24
Wells Fargo
California
$20.7M +$1.09M +61,248 +6%
GC
25
Gratus Capital
Georgia
$19.3M +$4.72M +266,061 +34%