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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
$1.33B -$60.3M -2,785,905 -4%
MG
2
Mather Group
Illinois
$525M +$51.9M +2,395,653 +11%
SEI Investments
3
SEI Investments
Pennsylvania
$504M +$39.4M +1,820,577 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$381M -$23.1K -1,065 -0%
APP
5
Avantax Planning Partners
Iowa
$353M +$11.9M +548,721 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$269M +$12.2M +561,558 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$191M +$9.19M +424,320 +5%
Mariner
8
Mariner
Kansas
$160M +$9.67M +446,625 +7%
Betterment LLC
9
Betterment LLC
New York
$133M -$7.96M -367,869 -6%
SC
10
Savant Capital
Illinois
$101M +$17.7M +818,826 +22%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$100M +$28.3M +1,305,648 +40%
LPL Financial
12
LPL Financial
California
$97.3M +$10.4M +478,533 +12%
GAM
13
Gemmer Asset Management
California
$74.9M +$8.56M +395,406 +13%
KF
14
Krilogy Financial
Missouri
$70.9M +$19K +879 +0%
MMEA
15
Main Management ETF Advisors
California
$61.1M +$2.12M +97,740 +4%
OIA
16
OneDigital Investment Advisors
Kansas
$57.6M -$15.4M -710,622 -21%
FA
17
Financial Advisors
Massachusetts
$56.4M +$43.5M +2,009,157 +363%
UCFA
18
United Capital Financial Advisors
Texas
$52.3M -$4.43M -204,489 -8%
FWP
19
FAS Wealth Partners
Kansas
$52.1M -$30.8M -1,422,834 -38%
Morgan Stanley
20
Morgan Stanley
New York
$50.9M +$1.55M +71,427 +3%
MAG
21
Mokosak Advisory Group
Iowa
$50.1M +$1.26M +58,065 +3%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$49.6M +$1.53M +70,650 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$47.2M -$414K -19,116 -0.9%
UBS Group
24
UBS Group
Switzerland
$46.4M +$575K +26,553 +1%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$45.2M +$12.6M +580,167 +39%