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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
$1.48B -$72.8M -2,336,304 -5%
SEI Investments
2
SEI Investments
Pennsylvania
$1.37B -$31.6M -1,014,616 -2%
MG
3
Mather Group
Illinois
$1.08B +$6.62M +212,582 +0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$558M +$52.2M +1,674,055 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$343M -$10M -322,570 -3%
APP
6
Avantax Planning Partners
Iowa
$312M +$922K +29,579 +0.3%
Mariner
7
Mariner
Kansas
$280M +$2.27M +72,744 +0.8%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$246M -$14.4M -461,751 -5%
MGIA
9
Moneta Group Investment Advisors
Missouri
$154M +$10.7M +344,153 +7%
Betterment LLC
10
Betterment LLC
New York
$122M -$3.64M -116,717 -3%
BPA
11
Beacon Pointe Advisors
California
$118M +$84.6M +2,714,584 +234%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$117M -$79.8M -2,560,274 -40%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$108M -$2.18M -70,132 -2%
GAM
14
Gemmer Asset Management
California
$105M -$7.81M -250,571 -7%
LPL Financial
15
LPL Financial
California
$101M +$1.89M +60,777 +2%
SC
16
Savant Capital
Illinois
$94.8M -$2.52M -80,869 -3%
Morgan Stanley
17
Morgan Stanley
New York
$92.6M +$8.38M +268,850 +10%
MAG
18
Mokosak Advisory Group
Iowa
$91.8M -$1.24M -39,960 -1%
RRWA
19
Rainey & Randall Wealth Advisors
Florida
$91.4M +$572K +18,373 +0.6%
KF
20
Krilogy Financial
Missouri
$91.3M +$439K +14,078 +0.5%
UBS Group
21
UBS Group
Switzerland
$83.1M +$7.72M +247,880 +10%
HighTower Advisors
22
HighTower Advisors
Illinois
$81.1M +$17.5K +561 +0%
Ameriprise
23
Ameriprise
Minnesota
$79.7M -$5.58M -179,144 -6%
CFG
24
Cooper Financial Group
California
$65.1M +$2.32M +74,453 +4%
ETC
25
Exchange Traded Concepts
Oklahoma
$64M +$1.96M +62,979 +3%