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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
$2.07B +$59.3M +3,171,690 +3%
APP
2
Avantax Planning Partners
Iowa
$375M -$26.2M -1,402,359 -7%
MG
3
Mather Group
Illinois
$251M +$36.7M +1,962,060 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$228M +$15.8M +845,508 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$195M +$9.18M +491,316 +5%
Betterment LLC
6
Betterment LLC
New York
$154M +$815K +43,587 +0.6%
Mariner
7
Mariner
Kansas
$117M +$31.9M +1,708,044 +41%
SEI Investments
8
SEI Investments
Pennsylvania
$90.6M +$4.91M +262,419 +6%
UCFA
9
United Capital Financial Advisors
Texas
$78.5M -$2.48M -132,582 -3%
KF
10
Krilogy Financial
Missouri
$71.4M +$671K +35,892 +1%
FWP
11
FAS Wealth Partners
Kansas
$59.1M +$3.63M +194,211 +7%
OIA
12
OneDigital Investment Advisors
Kansas
$53.5M +$7.47M +399,516 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$50.8M +$3.19M +170,850 +7%
RA
14
Reby Advisors
Connecticut
$47.2M +$44.5M +2,378,601 New
Ameriprise
15
Ameriprise
Minnesota
$46.9M -$7.45M -398,433 -14%
LPL Financial
16
LPL Financial
California
$45.4M -$3.31M -176,892 -7%
FCI
17
Financial Counselors Inc
Kansas
$40.8M +$727K +38,892 +2%
MMEA
18
Main Management ETF Advisors
California
$35.6M -$90.3K -4,830 -0.3%
SAF
19
Smith Anglin Financial
Texas
$33.3M +$31.4M +1,678,860 New
KAS
20
Kestra Advisory Services
Texas
$31.3M +$21.9M +1,173,801 +283%
MA
21
MUFG Americas
New York
$31M -$99.4K -5,319 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$30.1M +$3.98M +212,796 +16%
GAM
23
Gemmer Asset Management
California
$29.2M -$510K -27,282 -2%
MAG
24
Mokosak Advisory Group
Iowa
$28.7M +$1.39M +74,349 +5%
GG
25
GenWealth Group
New Jersey
$27.3M +$1.96M +105,048 +8%