We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.28B -$11M -490,161 -0.8%
MG
2
Mather Group
Illinois
$636M +$44M +1,957,575 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$569M +$30M +1,335,282 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$445M +$78.5M +3,497,136 +20%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$386M +$135M +5,991,840 +50%
APP
6
Avantax Planning Partners
Iowa
$276M +$2.31M +102,996 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$246M +$19.3M +858,840 +8%
Mariner
8
Mariner
Kansas
$156M +$4.95M +220,197 +3%
Betterment LLC
9
Betterment LLC
New York
$121M -$3.44M -153,210 -3%
SC
10
Savant Capital
Illinois
$89.8M -$2.83M -126,171 -3%
GAM
11
Gemmer Asset Management
California
$80.6M +$827K +36,822 +1%
KF
12
Krilogy Financial
Missouri
$71.4M -$914K -40,689 -1%
LPL Financial
13
LPL Financial
California
$69.5M -$510K -22,695 -0.7%
FA
14
Financial Advisors
Massachusetts
$56.9M +$250K +11,139 +0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$56.5M +$2.08M +92,427 +4%
RRWA
16
Rainey & Randall Wealth Advisors
Florida
$55.2M +$2.39M +106,251 +4%
MAG
17
Mokosak Advisory Group
Iowa
$51.5M +$1.58M +70,224 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$48.5M -$42.7M -1,900,548 -46%
UCFA
19
United Capital Financial Advisors
Texas
$45.8M -$562K -25,038 -1%
MGIA
20
Moneta Group Investment Advisors
Missouri
$44.3M +$2.33M +103,728 +5%
OIA
21
OneDigital Investment Advisors
Kansas
$42.6M -$3.14M -139,668 -7%
Morgan Stanley
22
Morgan Stanley
New York
$41.2M -$1.42M -63,192 -3%
UBS Group
23
UBS Group
Switzerland
$40.7M -$956K -42,552 -2%
FCI
24
Financial Counselors Inc
Kansas
$39.2M -$875K -38,970 -2%
Bank of America
25
Bank of America
North Carolina
$31.5M +$383K +17,061 +1%