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
$1.05B +$85.7M +4,673,760 +7%
APP
2
Avantax Planning Partners
Iowa
$311M +$19.6M +1,069,161 +5%
Betterment LLC
3
Betterment LLC
New York
$177M +$118M +6,420,777 +115%
Bank of America
4
Bank of America
North Carolina
$170M -$5.79M -316,032 -3%
SS
5
Sunbelt Securities
Texas
$162M +$160M +8,750,292 +6,226%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$119M -$98.2M -5,353,836 -43%
MG
7
Mather Group
Illinois
$112M -$47.5K -2,589 -0%
SEI Investments
8
SEI Investments
Pennsylvania
$107M +$55.1M +3,004,878 +70%
Osaic Holdings
9
Osaic Holdings
Arizona
$97.8M +$175M +9,539,430 New
UCFA
10
United Capital Financial Advisors
Texas
$68.6M +$11.2M +610,887 +15%
Mariner
11
Mariner
Kansas
$60.1M +$14.5M +790,221 +24%
KF
12
Krilogy Financial
Missouri
$46.7M +$8.49M +463,269 +17%
FWP
13
FAS Wealth Partners
Kansas
$35.8M +$34.6M +1,889,181 +353%
LPL Financial
14
LPL Financial
California
$35.4M +$9.32M +508,293 +27%
FCI
15
Financial Counselors Inc
Kansas
$28.9M +$633K +34,536 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.2M +$5.3M +289,293 +19%
OIA
17
OneDigital Investment Advisors
Kansas
$24.9M -$3.46M -188,781 -10%
Ameriprise
18
Ameriprise
Minnesota
$23.7M +$7.74M +421,959 +36%
MA
19
MUFG Americas
New York
$22.5M +$2.14M +116,721 +8%
MAG
20
Mokosak Advisory Group
Iowa
$19M +$7.58M +413,277 +47%
RCIM
21
Red Cedar Investment Management
Michigan
$18.8M +$857K +46,746 +4%
GAM
22
Gemmer Asset Management
California
$17.8M -$627K -34,212 -3%
Morgan Stanley
23
Morgan Stanley
New York
$17.8M +$12.1M +662,280 +122%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$16.6M
GC
25
Gratus Capital
Georgia
$16.4M -$993K -54,171 -5%