We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
626
Revolve Wealth Partners
New Jersey
$384K +$7.85K +447 +2%
AMIM
627
Aull & Monroe Investment Management
Alabama
$382K
PP
628
Palladium Partners
Virginia
$378K
RCAG
629
Rehmann Capital Advisory Group
Michigan
$377K +$53 +3 +0%
PWSG
630
Pacific Wealth Strategies Group
California
$375K -$377K -21,468 -50%
NEGWA
631
New England Guild Wealth Advisors
Connecticut
$375K +$211 +12 +0.1%
FVWA
632
Foster Victor Wealth Advisors
South Carolina
$373K +$13.9K +792 +4%
CW
633
CreativeOne Wealth
Kansas
$368K +$8.58K +489 +2%
AssetMark Inc
634
AssetMark Inc
California
$366K -$578K -32,946 -62%
RVPG
635
Relative Value Partners Group
$364K +$359K +20,475 New
DY
636
Dowling & Yahnke
California
$359K
KBFS
637
Kohmann Bosshard Financial Services
Ohio
$355K -$105 -6 -0%
LAIC
638
Lederer & Associates Investment Counsel
California
$355K
CWM
639
Congress Wealth Management
Massachusetts
$353K -$254K -14,490 -42%
BCI
640
Brinker Capital Investments
Pennsylvania
$352K -$348K -19,803 -50%
TIA
641
Tiemann Investment Advisors
California
$350K +$316 +18 +0.1%
TW
642
Transform Wealth
Colorado
$347K -$13.4K -762 -4%
PWA
643
Physician Wealth Advisors
Utah
$344K -$196K -11,154 -35%
RWA
644
River Wealth Advisors
Pennsylvania
$344K
RCWM
645
Royal Capital Wealth Management
Indiana
$343K -$10.5K -600 -3%
NSIM
646
North Star Investment Management
Illinois
$337K
VCM
647
Versant Capital Management
Arizona
$335K
PB
648
Pinnacle Bancorp
Nebraska
$334K
PSF
649
Pacific Sun Financial
California
$329K
ECM
650
Evergreen Capital Management
Washington
$326K