We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
501
Capital Performance Advisors
California
$997K +$148K +8,580 +19%
TPWM
502
Twelve Points Wealth Management
Massachusetts
$997K -$52.4K -3,036 -5%
SSWM
503
Smith Salley Wealth Management
North Carolina
$997K -$35.4K -2,049 -4%
FWP
504
Firethorn Wealth Partners
Georgia
$994K +$49.4K +2,859 +6%
KWA
505
Kingswood Wealth Advisors
California
$992K +$201K +11,622 +28%
DADC
506
D.A. Davidson & Co
Montana
$989K -$13.6K -786 -1%
OPWM
507
Oakwell Private Wealth Management
Texas
$983K -$55.8K -3,228 -6%
GT
508
Greenleaf Trust
Michigan
$976K +$908K +52,575 New
Baird Financial Group
509
Baird Financial Group
Wisconsin
$974K +$247K +14,325 +38%
PWS
510
Physician Wealth Solutions
Nevada
$966K +$899K +52,065 New
CRC
511
Curi RMB Capital
Illinois
$955K +$5.49K +318 +0.6%
GL
512
Graypoint LLC
New York
$953K +$887K +51,360 New
GWA
513
GGM Wealth Advisors
Maryland
$952K +$34K +1,968 +4%
CWM
514
Cahill Wealth Management
Michigan
$950K +$3.68K +213 +0.4%
VCM
515
Virtue Capital Management
Tennessee
$928K -$1.35M -78,165 -61%
DOA
516
D'Orazio & Associates
Virginia
$915K +$3.26K +189 +0.4%
CA
517
Callahan Advisors
Texas
$908K -$24.6K -1,425 -3%
ICG
518
InterOcean Capital Group
Tennessee
$907K -$166K -9,597 -16%
AWE
519
Avidian Wealth Enterprises
Texas
$903K +$2.95K +171 +0.4%
MAG
520
Mayfair Advisory Group
Alabama
$896K +$133K +7,689 +19%
LWMT
521
Legacy Wealth Management (Tennessee)
Tennessee
$885K -$9.33K -540 -1%
SGCA
522
Steel Grove Capital Advisors
Tennessee
$884K
RG
523
Retirement Group
California
$880K +$21.5K +1,242 +3%
WMWM
524
Whitaker-Myers Wealth Managers
Ohio
$879K -$12.7K -738 -2%
ECG
525
EPIQ Capital Group
California
$864K +$3.37K +195 +0.4%