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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
$1.85B -$65.2M -2,754,141 -3%
MG
2
Mather Group
Illinois
$478M +$18.4M +777,030 +4%
APP
3
Avantax Planning Partners
Iowa
$402M +$4.73M +199,926 +1%
SEI Investments
4
SEI Investments
Pennsylvania
$382M +$13.9M +587,658 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$359M +$14.8M +625,740 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$238M +$3.81M +160,971 +2%
Mariner
7
Mariner
Kansas
$156M +$14.7M +619,110 +10%
Betterment LLC
8
Betterment LLC
New York
$156M -$5.83M -246,318 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$154M +$20M +845,436 +15%
Ameriprise
10
Ameriprise
Minnesota
$110M +$38.6K +1,632 +0%
FWP
11
FAS Wealth Partners
Kansas
$88.7M +$2.79M +117,783 +3%
LPL Financial
12
LPL Financial
California
$88.3M +$5.82M +245,949 +7%
OIA
13
OneDigital Investment Advisors
Kansas
$87.5M +$2.55M +107,826 +3%
Morgan Stanley
14
Morgan Stanley
New York
$83M +$43M +1,817,037 +109%
KF
15
Krilogy Financial
Missouri
$75.6M -$1.76M -74,451 -2%
UCFA
16
United Capital Financial Advisors
Texas
$71.1M -$4.26M -179,751 -6%
GAM
17
Gemmer Asset Management
California
$68.8M +$18M +758,616 +36%
SC
18
Savant Capital
Illinois
$67M +$4.46M +188,379 +7%
MMEA
19
Main Management ETF Advisors
California
$63.3M +$1.42M +60,120 +2%
UBS Group
20
UBS Group
Switzerland
$49M +$1.45M +61,236 +3%
FCI
21
Financial Counselors Inc
Kansas
$43.7M -$1.35M -56,922 -3%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$43.1M +$4.34M +183,474 +11%
MAG
23
Mokosak Advisory Group
Iowa
$37.2M -$1.15M -48,744 -3%
MA
24
MUFG Americas
New York
$37.2M -$2.01M -84,750 -5%
GG
25
GenWealth Group
New Jersey
$36.9M +$87.5K +3,696 +0.2%