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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
$2.19B -$75M -3,600,270 -3%
APP
2
Avantax Planning Partners
Iowa
$344M -$63.7M -3,060,069 -16%
MG
3
Mather Group
Illinois
$322M +$44.6M +2,138,964 +17%
Osaic Holdings
4
Osaic Holdings
Arizona
$281M +$29.5M +1,415,586 +12%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$204M -$7.54M -362,106 -4%
Betterment LLC
6
Betterment LLC
New York
$165M -$3.15M -151,140 -2%
Mariner
7
Mariner
Kansas
$123M -$5.65M -271,167 -5%
SEI Investments
8
SEI Investments
Pennsylvania
$90.6M
Ameriprise
9
Ameriprise
Minnesota
$88.3M +$35.3M +1,695,837 +72%
UCFA
10
United Capital Financial Advisors
Texas
$81.7M -$4.18M -200,769 -5%
KF
11
Krilogy Financial
Missouri
$80.6M +$2.18M +104,658 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$79.3M +$22.6M +1,084,686 +42%
FWP
13
FAS Wealth Partners
Kansas
$70.5M +$5.38M +258,060 +9%
OIA
14
OneDigital Investment Advisors
Kansas
$62M +$3.25M +155,793 +6%
LPL Financial
15
LPL Financial
California
$54.1M +$4.15M +199,215 +9%
MMEA
16
Main Management ETF Advisors
California
$48.6M +$9.17M +440,190 +25%
FCI
17
Financial Counselors Inc
Kansas
$43.2M -$1.4M -67,440 -3%
GAM
18
Gemmer Asset Management
California
$35.2M +$3.12M +149,754 +10%
MA
19
MUFG Americas
New York
$34.6M +$665K +31,938 +2%
Morgan Stanley
20
Morgan Stanley
New York
$34.6M +$1.59M +76,239 +5%
MAG
21
Mokosak Advisory Group
Iowa
$33.6M +$1.98M +94,902 +7%
Wells Fargo
22
Wells Fargo
California
$33.1M +$6.95M +333,603 +28%
SC
23
Savant Capital
Illinois
$33M +$4.87M +233,607 +18%
GG
24
GenWealth Group
New Jersey
$32.8M +$2.71M +129,960 +9%
UBS Group
25
UBS Group
Switzerland
$31.9M +$2.03M +97,422 +7%