We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15B +$1.11B +59,362,446 +4,337%
APP
2
Avantax Planning Partners
Iowa
$368M +$127M +6,800,853 +54%
Financial Engines Advisors
3
Financial Engines Advisors
California
$228M +$251M +13,411,326 +26%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$226M +$8.55M +456,672 +4%
Bank of America
5
Bank of America
North Carolina
$211M +$6.35M +339,372 +3%
MG
6
Mather Group
Illinois
$132M +$7.15M +382,158 +6%
Betterment LLC
7
Betterment LLC
New York
$103M
G
8
Gainplan
Michigan
$87M -$10.8M -574,539 -11%
SEI Investments
9
SEI Investments
Pennsylvania
$78.9M +$7.91M +422,466 +11%
UCFA
10
United Capital Financial Advisors
Texas
$74.8M +$4.3M +229,875 +6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$70.1M +$8.87M +474,117 +15%
Mariner
12
Mariner
Kansas
$59.3M +$2.72M +145,131 +5%
KF
13
Krilogy Financial
Missouri
$50.5M +$2.49M +133,143 +5%
FCI
14
Financial Counselors Inc
Kansas
$35.8M -$133K -7,104 -0.4%
LPL Financial
15
LPL Financial
California
$34.5M +$190K +10,173 +0.6%
Goldman Sachs
16
Goldman Sachs
New York
$34M +$33.2M +1,773,363 +6,658%
OIA
17
OneDigital Investment Advisors
Kansas
$33.8M -$21M -1,122,963 -39%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M -$273K -14,604 -1%
KLI
19
Kelman-Lazarov Inc
Tennessee
$26.4M +$1.42M +75,756 +6%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$25.1M -$136K -7,260 -0.5%
MA
21
MUFG Americas
New York
$24.2M -$83.5K -4,464 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$23.2M +$8.2M +438,063 +56%
GAM
23
Gemmer Asset Management
California
$22.3M +$671K +35,871 +3%
GC
24
Gratus Capital
Georgia
$22.1M +$1.23M +65,988 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$21.1M