We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
276
Baldrige Asset Management
Pennsylvania
$1.89M -$33.4K -2,346 -2%
FAIM
277
Financial Advocates Investment Management
Washington
$1.88M +$185K +13,020 +12%
SMC
278
Smith, Moore & Co
Missouri
$1.86M -$24K -1,686 -1%
CI
279
CX Institutional
Indiana
$1.84M -$594K -41,718 -26%
SEEDPG
280
S.E.E.D. Planning Group
New York
$1.84M -$53.6K -3,762 -3%
PWSG
281
Pacific Wealth Strategies Group
California
$1.82M -$2.03M -142,758 -55%
ACM
282
AlphaStar Capital Management
North Carolina
$1.82M -$101K -7,104 -6%
NL
283
NEPC LLC
Massachusetts
$1.81M – – –
NCM
284
Novare Capital Management
North Carolina
$1.81M -$356K -25,002 -17%
MA
285
Modus Advisors
Minnesota
$1.8M -$225K -15,768 -12%
WPA
286
West Paces Advisors
Georgia
$1.77M – – –
SWM
287
Segment Wealth Management
Texas
$1.76M +$1.71K +120 +0.1%
MPM
288
Meritage Portfolio Management
Kansas
$1.7M -$13.1K -918 -0.8%
JPLA
289
Joseph P. Lucia & Associates
New York
$1.7M -$19.8K -1,392 -1%
MS
290
Madden Securities
Texas
$1.66M -$78.2K -5,490 -5%
YIA
291
YHB Investment Advisors
Connecticut
$1.66M +$273K +19,170 +21%
BIA
292
Bigelow Investment Advisors
Maine
$1.65M +$11.8K +828 +0.8%
LCC
293
Lincoln Capital Corp
Rhode Island
$1.63M -$39.5K -2,772 -3%
PP
294
Palladium Partners
Virginia
$1.61M -$19.7K -1,380 -1%
CFA
295
Capstone Financial Advisors
Illinois
$1.6M +$6.41K +450 +0.4%
SCA
296
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M -$16.6K -1,164 -1%
SBH
297
Segall Bryant & Hamill
Illinois
$1.59M -$29.2K -2,052 -2%
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$1.57M +$16K +1,122 +1%
BWM
299
Benchmark Wealth Management
Connecticut
$1.57M – – –
SC
300
Slow Capital
California
$1.56M +$46.9K +3,294 +3%
10 11
12
13 14