We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
326
Parametric Portfolio Associates
Washington
-$5.66M -626,754 Closed
PCM
327
Pointe Capital Management
Michigan
-$2.92M -322,824 Closed
LRPA
328
L. Roy Papp & Associates
Arizona
-$1.73M -191,130 Closed
MIAN
329
Mariner Independent Advisor Network
Kansas
-$1.69M -187,422 Closed
FBFS
330
First Business Financial Services
Wisconsin
-$1.66M -184,242 Closed
WKWM
331
Walter & Keenan Wealth Management
Indiana
-$1.64M -181,008 Closed
VKH
332
Virtu KCG Holdings
New York
-$1.49M -165,090 Closed
TSWM
333
Triangle Securities Wealth Management
North Carolina
-$1.36M -150,660 Closed
SEI Investments
334
SEI Investments
Pennsylvania
-$1.14M -126,654 Closed
WI
335
WrapManager Inc
California
-$647K -71,646 Closed
MPM
336
Meritage Portfolio Management
Kansas
-$629K -69,660 Closed
BWM
337
BerganKDV Wealth Management
Minnesota
-$618K -68,406 Closed
AI
338
Atria Investments
North Carolina
-$493K -54,564 Closed
BJL
339
Brighton Jones LLC
Washington
-$366K -40,530 Closed
GMA
340
Goldstein Munger & Associates
California
-$267K -29,622 Closed
CIC
341
Carnegie Investment Counsel
Ohio
-$260K -28,374 Closed
SEIA
342
Signature Estate & Investment Advisors
California
-$171K -18,954 Closed
JIC
343
Joel Isaacson & Co
New York
-$70K -7,698 Closed
CIA
344
Cascade Investment Advisors
Oregon
-$28.4K -3,150 Closed
SIG
345
Stanford Investment Group
California
-$12K -1,278 Closed
BIMC
346
Benson Investment Management Company
Virginia
-$11K -1,188 Closed
FTUS
347
Flow Traders U.S.
New York
-$10K -1,122 Closed
WCM
348
Wealthcare Capital Management
Virginia
-$7K -744 Closed
NFG
349
Next Financial Group
Texas
-$2K -180 Closed
FAN
350
Financial Advisors Network
California
-$662 -72 Closed