We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$5.04B -$244M -10,792,223 -5%
Creative Planning
2
Creative Planning
Kansas
$1.99B -$24.5M -1,083,411 -1%
SEI Investments
3
SEI Investments
Pennsylvania
$879M +$27M +1,194,355 +3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$819M +$11.2M +495,450 +1%
MGIA
5
Moneta Group Investment Advisors
Missouri
$806M +$39.2M +1,733,381 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$680M +$75.6M +3,342,325 +14%
SFG
7
Sage Financial Group
Pennsylvania
$606M -$12.1M -534,753 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$485M +$66.5M +2,942,434 +18%
Betterment LLC
9
Betterment LLC
New York
$458M +$125M +5,524,085 +42%
Cerity Partners
10
Cerity Partners
New York
$458M +$1.1M +48,715 +0.3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$445M +$8.93M +394,912 +2%
DE
12
Diversified Enterprises
Delaware
$397M +$19.7M +873,214 +6%
HighTower Advisors
13
HighTower Advisors
Illinois
$349M +$6.25M +276,589 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$327M +$3.09M +136,774 +1%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$280M -$6.22M -275,131 -2%
PCIA
16
Prime Capital Investment Advisors
Kansas
$271M -$110M -4,844,069 -30%
Janus Henderson Group
17
Janus Henderson Group
$264M -$3.73M -164,855 -2%
Mariner
18
Mariner
Kansas
$235M -$5.55M -245,545 -2%
KOC
19
Koss-Olinger Consulting
Florida
$232M -$8.87M -392,491 -4%
ML
20
McAdam LLC
Pennsylvania
$227M +$2.76M +122,233 +1%
JFG
21
JMG Financial Group
Illinois
$222M +$21.2M +938,740 +12%
Bank of America
22
Bank of America
North Carolina
$189M +$9.95M +439,898 +6%
FEG
23
Fund Evaluation Group
Ohio
$179M -$13.8M -612,140 -8%
AssetMark Inc
24
AssetMark Inc
California
$173M +$2.13M +94,012 +1%
LPL Financial
25
LPL Financial
California
$172M +$4.94M +218,688 +3%