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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
$1.46B -$17.3M -658,257 -1%
SEI Investments
2
SEI Investments
Pennsylvania
$1.19B +$63.6M +2,420,337 +6%
MG
3
Mather Group
Illinois
$913M +$193K +7,333 +0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$447M -$8.44M -321,114 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$332M +$11.2M +426,274 +4%
APP
6
Avantax Planning Partners
Iowa
$275M -$2.13M -81,080 -0.8%
Mariner
7
Mariner
Kansas
$240M +$11.6M +439,870 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$192M -$4.25M -161,606 -2%
MGIA
9
Moneta Group Investment Advisors
Missouri
$126M +$18.6M +707,462 +18%
GAM
10
Gemmer Asset Management
California
$123M +$3.44M +131,048 +3%
Betterment LLC
11
Betterment LLC
New York
$121M -$2.68M -101,989 -2%
LPL Financial
12
LPL Financial
California
$98.8M +$1.19M +45,462 +1%
SC
13
Savant Capital
Illinois
$89M -$1.39M -52,959 -2%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$81.4M +$756K +28,766 +1%
MAG
15
Mokosak Advisory Group
Iowa
$80.6M +$1.21M +45,858 +2%
FA
16
Financial Advisors
Massachusetts
$73.4M -$1.23M -46,940 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$72.7M +$10.5M +400,466 +18%
Morgan Stanley
18
Morgan Stanley
New York
$71.2M -$79.2K -3,015 -0.1%
UBS Group
19
UBS Group
Switzerland
$65.5M +$11.7M +445,262 +23%
KF
20
Krilogy Financial
Missouri
$63.3M +$1.11M +42,415 +2%
CI
21
CX Institutional
Indiana
$58.3M +$5.16M +196,308 +10%
AFG
22
Atomi Financial Group
New York
$52.1M +$10.2M +387,359 +26%
CFG
23
Cooper Financial Group
California
$51.9M +$8.04M +305,732 +19%
Bank of America
24
Bank of America
North Carolina
$50.6M +$2.56M +97,222 +6%
AAS
25
Avantax Advisory Services
Texas
$50.2M +$1.5M +56,892 +3%