We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$36K +$35.4K +3,000 New
GI
552
Gradient Investments
Minnesota
$35K
AWM
553
AllSquare Wealth Management
New York
$34K -$72.9K -6,168 -68%
PO
554
Private Ocean
California
$34K +$213 +18 +0.6%
RWM
555
Raffa Wealth Management
District of Columbia
$33.4K +$33.3K +2,820 New
BCA
556
Berman Capital Advisors
Georgia
$31K +$142 +12 +0.5%
TVWM
557
Tower View Wealth Management
Wisconsin
$30K +$142 +12 +0.5%
EIP
558
Ellis Investment Partners
Pennsylvania
$29K +$142 +12 +0.5%
SPIA
559
Steward Partners Investment Advisory
New York
$26K
PG
560
Proffitt & Goodson
Tennessee
$26K +$5.39K +456 +26%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$25K +$71 +6 +0.3%
FHA
562
Flagship Harbor Advisors
Massachusetts
$22K
TCM
563
TD Capital Management
Tennessee
$19K +$142 +12 +0.8%
NIC
564
Northwest Investment Counselors
Oregon
$19K +$18.8K +1,590 New
TCM
565
Tradewinds Capital Management
Washington
$18K
SWA
566
Sutton Wealth Advisors
Florida
$17.2K -$4.39K -372 -20%
MCM
567
Manchester Capital Management
Vermont
$17K
FHA
568
First Horizon Advisors
Tennessee
$17K +$17.3K +1,464 New
Rockefeller Capital Management
569
Rockefeller Capital Management
New York
$16K +$1.42K +120 +10%
QT
570
Quantbot Technologies
New York
$15K +$15.7K +1,332 New
TCOV
571
Trust Company of Vermont
Vermont
$14K
JGIA
572
Jackson Grant Investment Advisers
Connecticut
$14K +$71 +6 +0.5%
POIA
573
Pin Oak Investment Advisors
Texas
$12K
ACA
574
Atlas Capital Advisors
Wyoming
$10.4K
FMP
575
Financial Management Professionals
Texas
$10K -$16.2M -1,372,902 -100%