We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$63.3M +$441K +22,794 +0.7%
AI
27
Accredited Investors
Minnesota
$63.3M +$1.6M +82,479 +3%
CWM
28
Circle Wealth Management
New Jersey
$62.7M +$19K +984 +0%
AAIM
29
Asset Advisors Investment Management
Georgia
$62.5M +$1.15M +59,505 +2%
SFG
30
Socha Financial Group
New York
$60.6M +$151K +7,788 +0.3%
NSAM
31
North Star Asset Management
Wisconsin
$59M +$1.4M +72,222 +3%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57.2M +$1.41M +72,669 +3%
Morgan Stanley
33
Morgan Stanley
New York
$56.7M -$52.6M -2,720,211 -49%
AP
34
Agilis Partners
Massachusetts
$54.8M -$307K -15,867 -0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$54.5M -$15.8M -817,137 -23%
Brown Advisory
36
Brown Advisory
Maryland
$51M -$13.4K -693 -0%
MF
37
Manchester Financial
California
$49.6M +$1.93M +99,591 +4%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$48.8M +$2.34M +120,744 +5%
CG
39
Caprock Group
Idaho
$47.7M -$500K -25,833 -1%
SFG
40
SNS Financial Group
Minnesota
$47.6M +$8M +413,619 +21%
M
41
MYeCFO
California
$46M +$1.88M +97,230 +4%
CAG
42
Compass Advisory Group
New York
$44.9M +$280K +14,481 +0.7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$44.8M -$1.46M -75,537 -3%
MIS
44
Morningstar Investment Services
Illinois
$44.2M -$40.7M -2,104,377 -49%
MAG
45
Members Advisory Group
New York
$43.9M -$109K -5,646 -0.3%
Creative Planning
46
Creative Planning
Kansas
$40.7M -$971K -50,160 -2%
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$40M +$6.51M +336,282 +21%
LPL Financial
48
LPL Financial
California
$39.7M +$7.08M +365,838 +23%
OIA
49
OneDigital Investment Advisors
Kansas
$37M -$2.07M -107,025 -6%
WA
50
WBH Advisory
Maryland
$36.6M +$2.52M +130,095 +8%