We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
501
Guidant Wealth Advisors
Illinois
$147K +$638 +54 +0.4%
ACA
502
Aptus Capital Advisors
Alabama
$145K +$145K +12,270 New
DAM
503
Delta Asset Management
Tennessee
$142K – – –
TWA
504
TCI Wealth Advisors
Arizona
$139K – – –
AIM
505
Anchor Investment Management
South Carolina
$134K +$8.29K +702 +7%
FCA
506
FinTrust Capital Advisors
South Carolina
$131K -$15.9K -1,344 -11%
UBS AM
507
UBS AM
Illinois
$126K – – –
JWM
508
Janiczek Wealth Management
Colorado
$125K -$3.47K -294 -3%
HGWM
509
Harvest Group Wealth Management
Massachusetts
$125K +$62.6K +5,298 +101%
SIM
510
Sonora Investment Management
Arizona
$120K – – –
DOA
511
D'Orazio & Associates
Virginia
$118K – – –
RWA
512
Ropes Wealth Advisors
Massachusetts
$118K – – –
AIM
513
Acropolis Investment Management
Missouri
$116K +$354 +30 +0.3%
SIAP
514
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K – – –
US Bancorp
515
US Bancorp
Minnesota
$108K +$3.62K +306 +3%
BFO
516
Biltmore Family Office
North Carolina
$107K – – –
CIAS
517
Capital Investment Advisory Services
North Carolina
$94K – – –
CFG
518
Citizens Financial Group
Rhode Island
$94K +$93.4K +7,908 New
BAMG
519
Brand Asset Management Group
Missouri
$92K -$71 -6 -0.1%
LWM
520
Lenox Wealth Management
Ohio
$86K +$26.1K +2,208 +43%
OAM
521
Oppenheimer Asset Management
New York
$83K – – –
PFSC
522
Peoples Financial Services Corp
Pennsylvania
$82K – – –
CCM
523
Covington Capital Management
California
$79K – – –
BAM
524
Barrett Asset Management
New York
$76K – – –
MM
525
Main Management
California
$75K +$6.24K +528 +9%