We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
326
Private Portfolio Partners
New Jersey
$2.59M – – –
PWMG
327
Prestige Wealth Management Group
New Jersey
$2.58M -$6.01K -348 -0.2%
MAM
328
McCarthy Asset Management
California
$2.55M -$29.2K -1,689 -1%
BCM
329
Brookstone Capital Management
Illinois
$2.55M +$983K +56,913 +71%
PCMC
330
Private Capital Management (Colorado)
Colorado
$2.52M +$13.2K +762 +0.6%
DFA
331
DHJJ Financial Advisors
Illinois
$2.52M -$100K -5,793 -4%
Vanguard Personalized Indexing Management
332
Vanguard Personalized Indexing Management
California
$2.52M +$2.34M +135,609 New
FMP
333
Financial Management Professionals
Texas
$2.51M -$186K -10,779 -7%
AF
334
Allworth Financial
California
$2.5M +$1.27M +73,278 +119%
MG
335
Mather Group
Illinois
$2.49M +$231K +13,392 +11%
KNFPWM
336
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.45M +$2.28M +132,117 New
SMC
337
Smith, Moore & Co
Missouri
$2.41M +$28.8K +1,668 +1%
RW
338
RVW Wealth
California
$2.39M -$61.8K -3,576 -3%
LRPA
339
L. Roy Papp & Associates
Arizona
$2.39M +$7.51K +435 +0.3%
RTL
340
Red Tortoise LLC
Georgia
$2.38M +$85.8K +4,968 +4%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$2.38M +$20.7K +1,197 +0.9%
GRP
342
Global Retirement Partners
California
$2.36M +$129K +7,497 +6%
EWP
343
Elevation Wealth Partners
California
$2.35M +$2.09M +121,149 +589%
S
344
Sachetta
Massachusetts
$2.34M +$2.18M +126,345 New
SIC
345
Salem Investment Counselors
North Carolina
$2.34M -$243K -14,070 -10%
MCM
346
MAI Capital Management
Ohio
$2.32M -$16.5K -957 -0.8%
CTWM
347
Cherry Tree Wealth Management
Minnesota
$2.32M -$5.34K -309 -0.2%
EH
348
Equitable Holdings
New York
$2.3M +$123K +7,149 +6%
S
349
SignatureFD
Georgia
$2.3M +$16.4K +951 +0.8%
RA
350
Regis Acquisition
Colorado
$2.29M +$1.51M +87,555 +244%