We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wade Financial Advisory
California
$2.87M -$157K -8,814 -5%
BP
252
BBR Partners
New York
$2.86M
OCG
253
Opus Capital Group
Ohio
$2.86M +$2.03K +114 +0.1%
GPFA
254
Game Plan Financial Advisors
Ohio
$2.81M -$80.5K -4,524 -3%
CA
255
Cambridge Advisors
Nebraska
$2.77M -$45.6K -2,562 -2%
LRPA
256
L. Roy Papp & Associates
Arizona
$2.76M -$33.2K -1,866 -1%
SWM
257
Southern Wealth Management
Texas
$2.73M +$11.8K +666 +0.4%
Ameriprise
258
Ameriprise
Minnesota
$2.72M +$150K +8,430 +6%
ZIC
259
ZWJ Investment Counsel
Georgia
$2.7M +$3.73K +210 +0.1%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$2.69M -$13.3K -750 -0.5%
YIA
261
YHB Investment Advisors
Connecticut
$2.68M +$319K +17,964 +13%
NL
262
NEPC LLC
Massachusetts
$2.67M
CFS
263
CRA Financial Services
New Jersey
$2.6M +$28.5K +1,602 +1%
SAMC
264
Spectrum Asset Management (California)
California
$2.56M -$952K -53,514 -27%
NA
265
NewEdge Advisors
Louisiana
$2.56M +$1.13M +63,594 +75%
ACA
266
Atlas Capital Advisors
Wyoming
$2.55M -$317K -17,844 -11%
BAM
267
Belpointe Asset Management
Nevada
$2.53M -$98.3K -5,526 -4%
DFA
268
DHJJ Financial Advisors
Illinois
$2.52M +$147K +8,244 +6%
SIC
269
Salem Investment Counselors
North Carolina
$2.51M -$20.7K -1,164 -0.8%
EL
270
Essex LLC
Illinois
$2.5M +$2.57M +144,402 New
DWM
271
Destination Wealth Management
California
$2.5M +$57.5K +3,234 +2%
ACM
272
AlphaStar Capital Management
North Carolina
$2.49M +$410K +23,034 +20%
PIP
273
Peachtree Investment Partners
Florida
$2.47M +$110K +6,180 +5%
JWBC
274
John W. Brooker & Co
California
$2.44M +$10.2K +576 +0.4%
Renaissance Technologies
275
Renaissance Technologies
New York
$2.43M +$1.59M +89,400 +175%