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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
$1.44B -$35.2M -1,466,154 -3%
SEI Investments
2
SEI Investments
Pennsylvania
$832M +$40.8M +1,702,821 +5%
MG
3
Mather Group
Illinois
$736M -$3.08M -128,592 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$348M -$78.1M -3,258,021 -19%
APP
5
Avantax Planning Partners
Iowa
$311M -$5.24M -218,511 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$277M -$15.3M -636,273 -6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$209M -$272M -11,346,522 -58%
Mariner
8
Mariner
Kansas
$182M -$6.15M -256,653 -3%
Betterment LLC
9
Betterment LLC
New York
$129M -$9.74M -406,419 -7%
SC
10
Savant Capital
Illinois
$98.3M -$2.64M -110,256 -3%
GAM
11
Gemmer Asset Management
California
$97.7M +$1.4M +58,230 +2%
KF
12
Krilogy Financial
Missouri
$83.6M -$331K -13,806 -0.4%
LPL Financial
13
LPL Financial
California
$82.1M +$2.26M +94,464 +3%
MGIA
14
Moneta Group Investment Advisors
Missouri
$76.4M +$19.3M +805,857 +36%
FA
15
Financial Advisors
Massachusetts
$68.1M +$663K +27,672 +1%
RRWA
16
Rainey & Randall Wealth Advisors
Florida
$67.9M +$1.19M +49,596 +2%
MAG
17
Mokosak Advisory Group
Iowa
$66.7M +$3.97M +165,789 +7%
UCFA
18
United Capital Financial Advisors
Texas
$50M -$601K -25,065 -1%
Morgan Stanley
19
Morgan Stanley
New York
$49.1M -$3.05M -127,104 -6%
UBS Group
20
UBS Group
Switzerland
$47.6M -$18.5K -771 -0%
OIA
21
OneDigital Investment Advisors
Kansas
$46.5M -$1.64M -68,577 -4%
FCI
22
Financial Counselors Inc
Kansas
$46.2M -$2.98M -124,365 -6%
Bank of America
23
Bank of America
North Carolina
$42M +$3.88M +161,631 +11%
CI
24
CX Institutional
Indiana
$41M +$11.8M +494,229 +44%
SWRP
25
Summit Wealth & Retirement Planning
California
$38.4M +$1.79M +74,577 +5%