We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
276
Independent Solutions Wealth Management
New York
$2.88M +$221K +12,798 +8%
SAM
277
Sawgrass Asset Management
Florida
$2.87M – – –
GIP
278
Granite Investment Partners
California
$2.85M – – –
IAA
279
Independent Advisor Alliance
North Carolina
$2.83M -$788K -45,519 -21%
AAG
280
Avalon Advisory Group
Pennsylvania
$2.79M -$4K -231 -0.1%
RRCM
281
Rappaport Reiches Capital Management
Illinois
$2.77M -$327K -18,885 -10%
JPLA
282
Joseph P. Lucia & Associates
New York
$2.72M +$391K +22,614 +16%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.72M -$60.7K -3,507 -2%
CFS
284
CRA Financial Services
New Jersey
$2.68M +$120K +6,906 +4%
BP
285
BBR Partners
New York
$2.65M – – –
ACA
286
Atlas Capital Advisors
Wyoming
$2.64M +$210K +12,135 +8%
TIM
287
Tortoise Investment Management
New York
$2.63M -$55.8K -3,225 -2%
FC
288
Financial Consulate
Maryland
$2.59M -$259K -14,979 -9%
CG
289
Colony Group
Massachusetts
$2.58M – – –
RFA
290
RTD Financial Advisors
Pennsylvania
$2.58M -$88.6K -5,118 -3%
IWM
291
IHT Wealth Management
Illinois
$2.58M -$52 -3 -0%
SIS
292
Strategic Investment Solutions
Illinois
$2.58M +$2.53M +146,409 +6,209%
KBFS
293
Kohmann Bosshard Financial Services
Ohio
$2.57M +$141K +8,166 +6%
SEM
294
Strategic Equity Management
Arizona
$2.54M -$67.8K -3,918 -3%
PCWA
295
Pacific Capital Wealth Advisors
California
$2.51M -$22K -1,269 -0.8%
CAG
296
Csenge Advisory Group
Florida
$2.49M +$39.6K +2,286 +2%
BCM
297
Boltwood Capital Management
California
$2.46M -$192K -11,085 -7%
NA
298
NewEdge Advisors
Louisiana
$2.45M -$28.3K -1,638 -1%
NI
299
NYL Investors
New York
$2.44M -$46.7K -2,700 -2%
FMP
300
Financial Management Professionals
Texas
$2.43M -$57.1K -3,300 -2%
10 11
12
13 14