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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
$1.76B -$23M -1,315,506 -1%
APP
2
Avantax Planning Partners
Iowa
$353M +$57M +3,259,938 +19%
MG
3
Mather Group
Illinois
$186M +$28.1M +1,605,150 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$185M +$79.3M +4,534,026 +74%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$165M +$4.09M +233,745 +3%
Betterment LLC
6
Betterment LLC
New York
$134M +$2.9M +165,639 +2%
SEI Investments
7
SEI Investments
Pennsylvania
$74.9M +$4.6M +262,770 +7%
Mariner
8
Mariner
Kansas
$73.1M +$1.24M +71,175 +2%
UCFA
9
United Capital Financial Advisors
Texas
$71.1M -$4.23M -241,743 -6%
KF
10
Krilogy Financial
Missouri
$62M +$2.62M +150,018 +4%
FWP
11
FAS Wealth Partners
Kansas
$48.5M +$871K +49,782 +2%
Ameriprise
12
Ameriprise
Minnesota
$47.9M +$16.8M +958,422 +53%
LPL Financial
13
LPL Financial
California
$42.9M -$1.33M -76,095 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$41.5M +$3.96M +226,548 +10%
OIA
15
OneDigital Investment Advisors
Kansas
$39.9M +$6.32M +361,242 +19%
FCI
16
Financial Counselors Inc
Kansas
$35M +$881K +50,397 +3%
MMEA
17
Main Management ETF Advisors
California
$31.3M -$978K -55,920 -3%
MA
18
MUFG Americas
New York
$27.2M +$231K +13,227 +0.9%
GAM
19
Gemmer Asset Management
California
$26M +$120K +6,885 +0.5%
MAG
20
Mokosak Advisory Group
Iowa
$23.9M +$755K +43,143 +3%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.7M +$21.7K +1,242 +0.1%
GG
22
GenWealth Group
New Jersey
$22.7M +$10.4M +594,225 +88%
Morgan Stanley
23
Morgan Stanley
New York
$22.7M -$662K -37,863 -3%
PW
24
Price Wealth
Texas
$22.2M +$565K +32,292 +3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$21.4M -$463K -26,451 -2%