We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$6.35M -$86.7K -3,810 -1%
AIM
227
AHL Investment Management
Florida
$6.34M +$199K +8,747 +3%
VA
228
Valmark Advisers
Ohio
$6.22M -$82.3K -3,619 -1%
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$6.07M +$3.12M +137,074 +92%
AWS
230
Atria Wealth Solutions
New York
$6.02M -$155K -6,797 -2%
AQR Capital Management
231
AQR Capital Management
Connecticut
$6.02M +$153K +6,726 +2%
AIA
232
Arcadia Investment Advisors
Idaho
$5.97M -$290K -12,754 -4%
EFN
233
Equita Financial Network
Pennsylvania
$5.96M +$66K +2,901 +1%
DWM
234
Destination Wealth Management
California
$5.88M -$1.23M -54,099 -17%
CP
235
Creekside Partners
California
$5.75M +$322K +14,170 +6%
BA
236
Ballast Advisors
Minnesota
$5.68M -$195K -8,562 -3%
MPI
237
Mairs & Power Inc
Minnesota
$5.62M – – –
Financial Engines Advisors
238
Financial Engines Advisors
California
$5.62M -$45.8K -2,013 -0.8%
RSWM
239
Robertson Stephens Wealth Management
California
$5.62M +$185K +8,125 +3%
WBCM
240
Wilson & Boucher Capital Management
California
$5.57M -$553K -24,324 -9%
CPA
241
Cardiff Park Advisors
California
$5.54M +$79K +3,473 +1%
PA
242
PFG Advisors
Arizona
$5.51M -$15.7K -689 -0.3%
Northern Trust
243
Northern Trust
Illinois
$5.46M -$277K -12,172 -5%
WFP
244
Wrenne Financial Planning
Kentucky
$5.46M +$171K +7,521 +3%
MWM
245
Modern Wealth Management
Kansas
$5.45M +$5.76M +253,045 New
GCM
246
Graver Capital Management
Ohio
$5.44M -$789K -34,698 -12%
BA
247
Brightwater Advisory
Florida
$5.43M +$274K +12,039 +5%
WFA
248
Wade Financial Advisory
California
$5.4M -$305K -13,428 -5%
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$5.4M -$138K -6,065 -2%
FCM
250
Firestone Capital Management
Florida
$5.39M -$1.96K -86 -0%