We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
651
River Wealth Advisors
Pennsylvania
$283K -$2.26K -141 -0.7%
TW
652
Transform Wealth
Colorado
$282K -$6.36K -396 -2%
PP
653
PDS Planning
Ohio
$282K +$69K +4,299 +29%
PB
654
Pinnacle Bancorp
Nebraska
$277K – – –
VCM
655
Versant Capital Management
Arizona
$277K +$96 +6 +0%
KBFS
656
Kohmann Bosshard Financial Services
Ohio
$274K -$21.5K -1,338 -7%
MCM
657
MAI Capital Management
Ohio
$274K +$87.6K +5,460 +42%
SHA
658
Seneca House Advisors
Virginia
$273K +$5.87K +366 +2%
PSF
659
Pacific Sun Financial
California
$272K – – –
ECM
660
Evergreen Capital Management
Washington
$270K +$48 +3 +0%
AMM
661
American Money Management
California
$269K +$48 +3 +0%
ONSWM
662
Old North State Wealth Management
North Carolina
$268K +$1.16K +72 +0.4%
MWA
663
Monograph Wealth Advisors
California
$266K – – –
PAM
664
Private Asset Management
California
$266K – – –
MAG
665
Mayfair Advisory Group
Alabama
$265K -$407K -25,386 -61%
UAS
666
United Asset Strategies
New York
$265K – – –
HIP
667
HUB Investment Partners
Texas
$265K +$193 +12 +0.1%
BTI
668
Blue Trust Inc
Georgia
$265K +$239K +14,889 New
SPWM
669
Schrum Private Wealth Management
Florida
$264K – – –
WPC
670
Wedmont Private Capital
Pennsylvania
$260K – – –
SCM
671
Schnieders Capital Management
California
$260K +$48 +3 +0%
APA
672
Astoria Portfolio Advisors
New York
$259K -$2.31K -144 -0.8%
OWM
673
Orgel Wealth Management
Wisconsin
$259K – – –
LF
674
LifeSteps Financial
California
$259K +$1.01K +63 +0.4%
SFP
675
Shepherd Financial Partners
Massachusetts
$258K – – –
25 26
27
28 29