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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
$1.93B -$358M -15,774,294 -16%
APP
2
Avantax Planning Partners
Iowa
$375M +$14M +618,711 +4%
MG
3
Mather Group
Illinois
$373M +$35.2M +1,552,968 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$307M +$12.2M +536,208 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$215M +$4.33M +190,836 +2%
Betterment LLC
6
Betterment LLC
New York
$165M -$8.33M -367,395 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$140M +$56.9M +2,510,346 +69%
Mariner
8
Mariner
Kansas
$130M +$1.44M +63,540 +1%
Ameriprise
9
Ameriprise
Minnesota
$115M +$22.6M +995,175 +25%
SEI Investments
10
SEI Investments
Pennsylvania
$97.7M -$6.34M -279,672 -6%
KF
11
Krilogy Financial
Missouri
$85M +$586K +25,815 +0.7%
UCFA
12
United Capital Financial Advisors
Texas
$79.7M -$5.9M -260,115 -7%
FWP
13
FAS Wealth Partners
Kansas
$79.3M +$5.48M +241,344 +7%
OIA
14
OneDigital Investment Advisors
Kansas
$74.9M +$9.85M +434,373 +15%
LPL Financial
15
LPL Financial
California
$65.3M +$8.63M +380,412 +15%
MMEA
16
Main Management ETF Advisors
California
$53.7M +$2.79M +122,820 +6%
FCI
17
Financial Counselors Inc
Kansas
$43.8M -$1.5M -66,321 -3%
GAM
18
Gemmer Asset Management
California
$40M +$3.03M +133,542 +8%
SC
19
Savant Capital
Illinois
$39.3M +$4.75M +209,592 +14%
UBS Group
20
UBS Group
Switzerland
$37.9M +$4.4M +194,061 +13%
Wells Fargo
21
Wells Fargo
California
$36.9M +$2.24M +98,616 +6%
MA
22
MUFG Americas
New York
$36.7M +$416K +18,333 +1%
Morgan Stanley
23
Morgan Stanley
New York
$35.9M -$348K -15,345 -1%
GG
24
GenWealth Group
New Jersey
$35.2M +$834K +36,783 +2%
MAG
25
Mokosak Advisory Group
Iowa
$35M -$163K -7,167 -0.5%