We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIMC
576
Benson Investment Management Company
Virginia
$4K – – –
PFO
577
Pathstone Family Office
New Jersey
$4K +$4.09K +354 New
HR
578
Howe & Rusling
New York
$3K – – –
TFA
579
Toth Financial Advisory
Virginia
$3K – – –
CFGS
580
Concourse Financial Group Securities
Alabama
$3K +$3.12K +270 New
BC
581
Barnett & Company
Tennessee
$2K – – –
DSC
582
Duncker Streett & Co
Missouri
$1K – – –
BCM
583
Breiter Capital Management
Florida
– -$2.91M -273,918 Closed
APCM
584
Alaska Permanent Capital Management
Alaska
– -$940K -82,896 Closed
FTUS
585
Flow Traders U.S.
New York
– -$517K -45,552 Closed
LNC
586
Lincoln National Corp
Pennsylvania
– -$370K -32,610 Closed
Susquehanna International Group
587
Susquehanna International Group
Pennsylvania
– -$368K -31,836 Closed
TSWM
588
Triangle Securities Wealth Management
North Carolina
– -$272K -23,988 Closed
RAG
589
Roof Advisory Group
Pennsylvania
– -$220K -19,386 Closed
AAS
590
Annex Advisory Services
Wisconsin
– -$215K -18,954 Closed
CCP
591
Clarkston Capital Partners
Michigan
– -$206K -18,186 Closed
PFPT
592
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$143K -12,588 Closed
RFC
593
Regions Financial Corp
Alabama
– -$109K -9,642 Closed
WAM
594
Wealthspire Advisors (Maryland)
Maryland
– -$108K -9,558 Closed
RWM
595
Raffa Wealth Management
District of Columbia
– -$104K -9,150 Closed
CFG
596
Citizens Financial Group
Rhode Island
– -$89K -7,878 Closed
CIM
597
Cambria Investment Management
California
– -$78K -6,870 Closed
PGWM
598
Parisi Gray Wealth Management
New Jersey
– -$69K -6,054 Closed
AA
599
Advisory Alpha
Michigan
– -$36.6K -3,180 Closed
KL
600
KWMG LLC
Kansas
– -$33K -2,910 Closed