We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
626
Boston Financial Management
Massachusetts
$375K +$1.31K +87 +0.3%
PFS
627
Prospera Financial Services
Texas
$375K -$82.7K -5,502 -18%
RWP
628
Revolve Wealth Partners
New Jersey
$369K +$19.3K +1,284 +5%
KFP
629
KMG Fiduciary Partners
Ohio
$368K +$371K +24,660 New
FRA
630
Front Row Advisors
California
$368K +$451 +30 +0.1%
ACM
631
Armbruster Capital Management
New York
$367K -$90.1K -5,997 -20%
CCM
632
Carlson Capital Management
Minnesota
$366K -$141K -9,363 -28%
CNWM
633
Clay Northam Wealth Management
California
$363K – – –
WA
634
Waterford Advisors
New York
$363K +$365K +24,273 New
KC
635
Kades & Cheifetz
Pennsylvania
$362K +$364K +24,222 New
SFG
636
Sovereign Financial Group
Connecticut
$359K -$451 -30 -0.1%
CWMU
637
Caliber Wealth Management (Utah)
Utah
$354K -$2.84K -189 -0.8%
CFO
638
Custos Family Office
Texas
$353K – – –
AA
639
AF Advisors
California
$352K – – –
APG
640
Abacus Planning Group
South Carolina
$347K +$349K +23,211 New
FPAS
641
Focus Partners Advisor Solutions
Missouri
$347K -$14.9K -993 -4%
RF
642
Rollins Financial
Georgia
$345K – – –
BIG
643
Builder Investment Group
Georgia
$339K +$341K +22,713 New
CSIA
644
Charles Schwab Investment Advisory
California
$339K -$4.1K -273 -1%
JIR
645
James Investment Research
Ohio
$338K -$35.7K -2,376 -10%
WP
646
WealthSource Partners
California
$338K -$38.4K -2,556 -10%
GC
647
Garde Capital
Washington
$337K -$8.43K -561 -2%
EWA
648
EP Wealth Advisors
California
$337K +$339K +22,533 New
CGFA
649
Colton Groome Financial Advisors
North Carolina
$333K – – –
WP
650
WealthShield Partners
North Carolina
$330K -$159K -10,551 -32%
24 25
26
27 28