We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$326K – – –
Cetera Investment Advisers
527
Cetera Investment Advisers
Illinois
$325K +$305K +21,408 New
AC
528
Abbrea Capital
California
$325K +$305K +21,438 New
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$322K -$190K -13,374 -39%
RCAG
530
Rehmann Capital Advisory Group
Michigan
$322K – – –
FCIM
531
Fairview Capital Investment Management
California
$320K – – –
MGIA
532
Moneta Group Investment Advisors
Missouri
$316K -$64.9K -4,554 -18%
MCM
533
Mengis Capital Management
Oregon
$315K -$15.6K -1,092 -5%
AWM
534
Altus Wealth Management
Kentucky
$315K +$684 +48 +0.2%
TIA
535
Tiemann Investment Advisors
California
$310K +$291K +20,460 New
CW
536
CreativeOne Wealth
Kansas
$308K +$289K +20,310 New
AWM
537
AE Wealth Management
Kansas
$301K +$53.2K +3,738 +23%
JC
538
Jacobs & Co
California
$298K +$3.85K +270 +1%
HI
539
Human Investing
Oregon
$298K +$62.6K +4,398 +29%
PAM
540
Private Asset Management
California
$296K -$25.6K -1,800 -8%
MFT
541
Moisand Fitzgerald Tamayo
Florida
$296K -$16.2K -1,140 -6%
PAM
542
Palisade Asset Management
Minnesota
$295K +$277K +19,428 New
TFS
543
TrustCore Financial Services
Tennessee
$294K -$32K -2,244 -10%
TW
544
Transform Wealth
Colorado
$293K +$5.81K +408 +2%
OWM
545
Orgel Wealth Management
Wisconsin
$291K – – –
CS
546
Credit Suisse
Switzerland
$289K +$272K +19,068 New
SFG
547
SevenBridge Financial Group
Pennsylvania
$286K +$598 +42 +0.2%
PB
548
Pinnacle Bancorp
Nebraska
$285K – – –
RPA
549
Rock Point Advisors
Vermont
$284K -$7.69K -540 -3%
LIM
550
Loudon Investment Management
New Hampshire
$281K – – –