We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
226
Red Door Wealth Management
Tennessee
$4.01M +$60.7K +3,507 +1%
SFA
227
Souders Financial Advisors
Ohio
$4.01M +$98.9K +5,715 +2%
OFS
228
OneAscent Financial Services
Alabama
$3.99M +$4.15M +240,027 New
RWM
229
RKL Wealth Management
Pennsylvania
$3.95M -$68K -3,930 -2%
SWRP
230
Summit Wealth & Retirement Planning
California
$3.92M +$7.32K +423 +0.2%
AIM
231
AHL Investment Management
Florida
$3.9M -$10.3K -597 -0.3%
LBC
232
Lowe Brockenbrough & Co
Virginia
$3.87M -$115K -6,648 -3%
VCM
233
Vivaldi Capital Management
Illinois
$3.8M -$14K -807 -0.4%
CI
234
Cordant Inc
Oregon
$3.74M +$26.9K +1,554 +0.7%
SOAG
235
Silver Oak Advisory Group
Oregon
$3.74M -$14.2K -819 -0.4%
RSWM
236
Robertson Stephens Wealth Management
California
$3.74M -$569K -32,895 -13%
KIA
237
KCM Investment Advisors
California
$3.68M -$51.1K -2,952 -1%
CAN
238
Cetera Advisor Networks
California
$3.67M +$523K +30,204 +16%
SWM
239
Seed Wealth Management
Illinois
$3.66M -$53.4K -3,087 -1%
AWS
240
Atria Wealth Solutions
New York
$3.66M -$1.7M -98,277 -31%
PA
241
Parallel Advisors
California
$3.59M -$879K -50,763 -19%
DPI
242
Diversified Portfolios Inc
Michigan
$3.59M -$21.3K -1,233 -0.6%
SFC
243
Strategic Financial Concepts
Texas
$3.58M +$141K +8,175 +4%
AIP
244
Almanack Investment Partners
Pennsylvania
$3.56M -$1.85M -106,695 -33%
SP
245
Successful Portfolios
Florida
$3.52M -$176K -10,164 -5%
CWM
246
Chesapeake Wealth Management
Virginia
$3.52M +$103K +5,937 +3%
ADL
247
Asset Dedication LLC
California
$3.49M -$85.9K -4,965 -2%
MHR
248
Matthew Hamilton Rosenberg
$3.44M -$11.3K -651 -0.3%
ACI
249
Alpha Cubed Investments
California
$3.41M – – –
DWM
250
Destination Wealth Management
California
$3.4M -$392K -22,626 -10%
8 9
10
11 12