We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Luminvest Wealth Management
Arizona
$1.95M +$89.9K +3,453 +5%
WOSD
502
WFA of San Diego
California
$1.94M -$58.4K -2,244 -3%
SAM
503
Sawgrass Asset Management
Florida
$1.93M +$5.86K +225 +0.3%
CRA
504
Clear Retirement Advice
California
$1.89M +$1.87M +71,659 New
KWA
505
Kingswood Wealth Advisors
California
$1.89M +$35.9K +1,379 +2%
SA
506
Sanctuary Advisors
Indiana
$1.88M -$113K -4,336 -6%
RWA
507
Redhawk Wealth Advisors
Minnesota
$1.86M -$609K -23,380 -25%
MML Investors Services
508
MML Investors Services
Massachusetts
$1.86M +$33.9K +1,301 +2%
FG
509
Fiduciary Group
Georgia
$1.85M +$31.7K +1,216 +2%
NHC
510
Nicholas Hoffman & Company
Georgia
$1.84M -$69.2K -2,658 -4%
NDSI
511
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M +$7.94K +305 +0.4%
KNFPWM
512
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.82M -$52.8K -2,027 -3%
GCA
513
Gradient Capital Advisors
California
$1.82M -$185K -7,088 -9%
NFTC
514
North Forty Two & Co
Oregon
$1.81M +$8.49K +326 +0.5%
MMHP
515
Murphy Middleton Hinkle & Parker
Georgia
$1.8M +$483K +18,551 New
EFM
516
Eley Financial Management
Vermont
$1.79M +$32.6K +1,254 +2%
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$1.79M -$35.1M -1,346,766 -95%
TWM
518
Tolleson Wealth Management
Texas
$1.78M -$17.2K -659 -1%
SPIA
519
Steward Partners Investment Advisory
New York
$1.78M +$206K +7,910 +13%
CPA
520
Capital Performance Advisors
California
$1.76M +$86.1K +3,306 +5%
CA
521
CGN Advisors
Kansas
$1.76M -$14.9K -571 -0.8%
SAM
522
S.A. Mason
Michigan
$1.76M +$9.5K +365 +0.5%
CNFG
523
Creegan & Nassoura Financial Group
New Hampshire
$1.76M -$112K -4,300 -6%
MSG
524
Main Street Group
Virginia
$1.75M -$4.32K -166 -0.2%
FWA
525
FSM Wealth Advisors
Ohio
$1.75M +$1.77K +68 +0.1%