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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
$1.34B +$4.08M +186,708 +0.3%
MG
2
Mather Group
Illinois
$618M +$40.4M +1,851,003 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$562M +$27.8M +1,273,782 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$385M -$9.42M -431,577 -2%
APP
5
Avantax Planning Partners
Iowa
$285M -$2.49M -114,087 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$268M +$9.71M +444,600 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$237M +$28M +1,281,273 +14%
Mariner
8
Mariner
Kansas
$157M -$503K -23,019 -0.3%
Betterment LLC
9
Betterment LLC
New York
$129M -$2.87M -131,553 -2%
SC
10
Savant Capital
Illinois
$96.3M -$3.31M -151,749 -3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$93M -$7.96M -364,500 -8%
GAM
12
Gemmer Asset Management
California
$83.1M +$3.92M +179,562 +5%
KF
13
Krilogy Financial
Missouri
$75.3M -$174K -7,962 -0.2%
LPL Financial
14
LPL Financial
California
$72.9M +$608K +27,828 +0.9%
FA
15
Financial Advisors
Massachusetts
$58.9M +$793K +36,318 +1%
HighTower Advisors
16
HighTower Advisors
Illinois
$56.7M -$653K -29,886 -1%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$55M +$1.54M +70,662 +3%
MAG
18
Mokosak Advisory Group
Iowa
$52.1M +$2.12M +97,323 +4%
UCFA
19
United Capital Financial Advisors
Texas
$48.3M -$1.42M -65,256 -3%
OIA
20
OneDigital Investment Advisors
Kansas
$47.5M -$5.84M -267,615 -11%
Morgan Stanley
21
Morgan Stanley
New York
$44.3M -$52.9K -2,421 -0.1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$43.7M +$4.73M +216,753 +12%
UBS Group
23
UBS Group
Switzerland
$43.3M +$532K +24,354 +1%
FCI
24
Financial Counselors Inc
Kansas
$41.7M -$209K -9,591 -0.5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$33.9M -$1.17M -53,562 -3%