We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MUFG Americas
New York
$107K – – –
AWM
377
AllSquare Wealth Management
New York
$107K +$27.2K +2,478 +33%
RFC
378
Regions Financial Corp
Alabama
$103K -$44.4K -4,044 -30%
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$98K +$44.3K +4,032 +78%
RWM
380
Raffa Wealth Management
District of Columbia
$97.3K – – –
AIM
381
Anchor Investment Management
South Carolina
$90.1K +$91.3K +8,310 +5,130%
VIA
382
Vantage Investment Advisors
Pennsylvania
$89K +$9.95K +906 +12%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$83K +$16.7K +1,524 +24%
TFS
384
TrustCore Financial Services
Tennessee
$76K +$15.8K +1,434 +25%
SIAP
385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K +$66 +6 +0.1%
SWP
386
Stratos Wealth Partners
Ohio
$70K -$461 -42 -0.6%
BAM
387
Barrett Asset Management
New York
$68K – – –
RFA
388
Reilly Financial Advisors
California
$60K – – –
ML
389
McAdam LLC
Pennsylvania
$57K +$58.4K +5,316 New
ST
390
Smithfield Trust
Pennsylvania
$52K – – –
WWM
391
Willingdon Wealth Management
North Carolina
$51K – – –
EWM
392
Elmwood Wealth Management
California
$48.2K +$49.8K +4,530 New
KC
393
KHP Capital
Oklahoma
$48K +$50.1K +4,560 New
MFW
394
Mosaic Family Wealth
Missouri
$42K +$23.3K +2,124 +116%
US Bancorp
395
US Bancorp
Minnesota
$41K -$30K -2,730 -41%
CCM
396
Covington Capital Management
California
$39K – – –
NC
397
NewSquare Capital
Pennsylvania
$39K – – –
JA
398
JOYN Advisors
Georgia
$37K +$38K +3,456 New
PMFA
399
Plante Moran Financial Advisors
Michigan
$36K +$264 +24 +0.7%
CAC
400
Certified Advisory Corp
Florida
$34K – – –