We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
476
PDS Planning
Ohio
$2.39M +$791K +28,254 +52%
NHC
477
Nicholas Hoffman & Company
Georgia
$2.36M -$145K -5,175 -6%
SI
478
Seeds Investor
New York
$2.35M -$2.08M -74,263 -48%
GT
479
Glenmede Trust
Pennsylvania
$2.34M -$441K -15,753 -16%
NAM
480
NorthCrest Asset Manangement
Minnesota
$2.34M +$28.9K +1,033 +1%
TIA
481
Traphagen Investment Advisors
New Jersey
$2.34M -$131K -4,684 -5%
CAI
482
Capital Advisors Inc
Oklahoma
$2.34M -$51.6K -1,843 -2%
AL
483
Aspiriant LLC
California
$2.33M +$24K +858 +1%
SAMC
484
Spectrum Asset Management (California)
California
$2.32M -$269K -9,626 -11%
VCAM
485
Van Cleef Asset Management
Ohio
$2.31M
OCM
486
One Capital Management
California
$2.3M
WCM
487
Weik Capital Management
Pennsylvania
$2.3M -$159K -5,665 -7%
CRA
488
Clear Retirement Advice
California
$2.3M -$18.1K -647 -0.8%
CRC
489
Curi RMB Capital
Illinois
$2.29M +$106K +3,800 +5%
SWM
490
Selective Wealth Management
Virginia
$2.26M +$140K +5,000 +7%
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$2.26M +$537K +19,167 +33%
CIA
492
Concurrent Investment Advisors
Florida
$2.26M +$92.3K +3,298 +4%
KCP
493
Kera Capital Partners
California
$2.25M +$4.65K +166 +0.2%
IWM
494
IHT Wealth Management
Illinois
$2.25M -$21.2K -758 -1%
SFA
495
Souders Financial Advisors
Ohio
$2.24M -$67.6K -2,413 -3%
Renaissance Technologies
496
Renaissance Technologies
New York
$2.24M +$2.16M +77,200 New
EF
497
Envision Financial
Wisconsin
$2.23M +$411K +14,674 +24%
MA
498
Modus Advisors
Minnesota
$2.22M
WCM
499
Weaver Capital Management
Georgia
$2.21M
SIC
500
Sigma Investment Counselors
Michigan
$2.2M +$31.9K +1,139 +2%