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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
$1.51B -$20M -705,482 -1%
SEI Investments
2
SEI Investments
Pennsylvania
$1.29B +$36.8M +1,295,102 +3%
MG
3
Mather Group
Illinois
$993M +$31.6M +1,113,321 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$486M +$14.7M +518,827 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$350M +$2.23M +78,338 +0.7%
APP
6
Avantax Planning Partners
Iowa
$293M +$3.8M +133,585 +1%
Mariner
7
Mariner
Kansas
$255M +$2.45M +86,064 +1%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$246M +$240M +8,450,003 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$192M -$6.45M -227,082 -3%
MGIA
10
Moneta Group Investment Advisors
Missouri
$138M +$5.39M +189,557 +4%
GAM
11
Gemmer Asset Management
California
$126M -$3.06M -107,740 -2%
Betterment LLC
12
Betterment LLC
New York
$124M -$3.15M -110,829 -3%
LPL Financial
13
LPL Financial
California
$110M +$6.02M +211,920 +6%
SC
14
Savant Capital
Illinois
$97.5M +$3.74M +131,644 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$87.3M +$50.3M +1,771,637 +144%
MAG
16
Mokosak Advisory Group
Iowa
$85.8M +$1.05M +36,863 +1%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$85.8M +$112K +3,939 +0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$76.1M -$373K -13,133 -0.5%
Morgan Stanley
19
Morgan Stanley
New York
$76.1M +$1.13M +39,741 +2%
FA
20
Financial Advisors
Massachusetts
$76M -$1.2M -42,279 -2%
KF
21
Krilogy Financial
Missouri
$74.2M +$8.11M +285,500 +12%
UBS Group
22
UBS Group
Switzerland
$72.9M +$3.85M +135,435 +6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$68.7M +$67.1M +2,361,457 New
AFG
24
Atomi Financial Group
New York
$60.9M +$5.95M +209,251 +11%
CFG
25
Cooper Financial Group
California
$57.1M +$2.44M +85,756 +5%