We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
526
Cetera Investment Advisers
Illinois
$325K +$305K +21,408 New
AC
527
Abbrea Capital
California
$325K +$305K +21,438 New
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$322K -$190K -13,374 -39%
RCAG
529
Rehmann Capital Advisory Group
Michigan
$322K
FCIM
530
Fairview Capital Investment Management
California
$320K
MGIA
531
Moneta Group Investment Advisors
Missouri
$316K -$64.9K -4,554 -18%
MCM
532
Mengis Capital Management
Oregon
$315K -$15.6K -1,092 -5%
AWM
533
Altus Wealth Management
Kentucky
$315K +$684 +48 +0.2%
TIA
534
Tiemann Investment Advisors
California
$310K +$291K +20,460 New
CW
535
CreativeOne Wealth
Kansas
$308K +$289K +20,310 New
AWM
536
AE Wealth Management
Kansas
$301K +$53.2K +3,738 +23%
JC
537
Jacobs & Co
California
$298K +$3.85K +270 +1%
HI
538
Human Investing
Oregon
$298K +$62.6K +4,398 +29%
PAM
539
Private Asset Management
California
$296K -$25.6K -1,800 -8%
MFT
540
Moisand Fitzgerald Tamayo
Florida
$296K -$16.2K -1,140 -6%
PAM
541
Palisade Asset Management
Minnesota
$295K +$277K +19,428 New
TFS
542
TrustCore Financial Services
Tennessee
$294K -$32K -2,244 -10%
TW
543
Transform Wealth
Colorado
$293K +$5.81K +408 +2%
OWM
544
Orgel Wealth Management
Wisconsin
$291K
CS
545
Credit Suisse
Switzerland
$289K +$272K +19,068 New
SFG
546
SevenBridge Financial Group
Pennsylvania
$286K +$598 +42 +0.2%
PB
547
Pinnacle Bancorp
Nebraska
$285K
RPA
548
Rock Point Advisors
Vermont
$284K -$7.69K -540 -3%
LIM
549
Loudon Investment Management
New Hampshire
$281K
CBFP
550
Cedar Brook Financial Partners
Ohio
$280K +$263K +18,438 New