We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSI
401
Cross Staff Investments
New York
$2.56M +$23.7K +1,077 +1%
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$2.55M +$283K +12,856 +14%
NRI
403
NFP Retirement Inc
California
$2.49M -$3.55K -161 -0.2%
PF
404
Penney Financial
Texas
$2.48M +$1.65M +75,093 +258%
WIC
405
Whitegate Investment Counselors
New Hampshire
$2.48M -$11.2K -509 -0.5%
GG
406
Gleason Group
Kentucky
$2.48M +$21.5K +975 +0.9%
JHCP
407
Jackson Hole Capital Partners
Oklahoma
$2.46M +$154 +7 +0%
MAV
408
Mason & Associates (Virginia)
Virginia
$2.46M -$39.7K -1,801 -2%
VAF
409
Values Added Financial
District of Columbia
$2.43M -$25.1K -1,138 -1%
RTL
410
Red Tortoise LLC
Georgia
$2.43M +$3.37K +153 +0.2%
MG
411
Mather Group
Illinois
$2.4M -$49.7K -2,257 -2%
FG
412
Foster Group
Iowa
$2.4M +$94.5K +4,291 +4%
AIP
413
Almanack Investment Partners
Pennsylvania
$2.4M -$5.4M -244,938 -71%
SWM
414
Segment Wealth Management
Texas
$2.4M -$2.58K -117 -0.1%
AWM
415
Angeles Wealth Management
California
$2.39M +$2.1M +95,204 +1,895%
LA
416
LexAurum Advisors
Kansas
$2.38M +$955K +43,347 +76%
WWC
417
Waypoint Wealth Counsel
Georgia
$2.38M -$13.5K -611 -0.6%
GM
418
GeoWealth Management
Illinois
$2.37M +$298K +13,515 +16%
YIA
419
YHB Investment Advisors
Connecticut
$2.37M +$48.5K +2,203 +2%
OCM
420
Osterweis Capital Management
California
$2.37M – – –
IWM
421
IHT Wealth Management
Illinois
$2.36M -$563K -25,544 -21%
GWWM
422
Great Waters Wealth Management
Minnesota
$2.35M -$79.2K -3,596 -4%
SFA
423
Souders Financial Advisors
Ohio
$2.35M -$479K -21,735 -18%
PWM
424
Perigon Wealth Management
California
$2.34M -$30.3K -1,374 -1%
FMP
425
Financial Management Professionals
Texas
$2.33M -$124K -5,633 -5%