We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
676
Cubic Asset Management
Massachusetts
$305K -$8.48K -483 -3%
BWA
677
Burt Wealth Advisors
Maryland
$300K – – –
PRWA
678
Platte River Wealth Advisors
Colorado
$297K -$9.16K -522 -3%
IC
679
IEQ Capital
California
$295K -$8.58K -489 -3%
AIA
680
Alera Investment Advisors
Illinois
$293K – – –
SPWM
681
Schrum Private Wealth Management
Florida
$292K +$1.16K +66 +0.4%
GLA
682
Good Life Advisors
Pennsylvania
$291K +$790 +45 +0.3%
CCM
683
Coldstream Capital Management
Washington
$290K – – –
RWG
684
Ratio Wealth Group
Colorado
$290K -$53 -3 -0%
SRC
685
Sage Rhino Capital
California
$288K +$632 +36 +0.2%
CPP
686
Capasso Planning Partners
South Carolina
$287K +$96.7K +5,508 +52%
TFS
687
TrustCore Financial Services
Tennessee
$285K +$9.95K +567 +4%
BAWC
688
Boyce & Associates Wealth Consulting
Texas
$284K +$280K +15,939 New
CNC
689
Canandaigua National Corp
New York
$283K – – –
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$283K +$31.6K +1,800 +13%
LWM
691
Liberty Wealth Management
California
$281K +$278K +15,843 New
AFA
692
American Financial Advisors
Georgia
$278K +$1.16K +66 +0.4%
Thrivent Financial for Lutherans
693
Thrivent Financial for Lutherans
Minnesota
$277K -$192K -10,962 -60%
HWA
694
Heritage Wealth Advisors
Virginia
$277K -$53 -3 -0%
BWM
695
BT Wealth Management
Georgia
$276K -$13.6K -774 -5%
BDF
696
Black Diamond Financial
Maryland
$276K +$10.5K +597 +4%
WTC
697
WhitTier Trust Company
Nevada
$273K – – –
OIA
698
Optimum Investment Advisors
Illinois
$270K – – –
LWM
699
Ledge Wealth Management
Minnesota
$270K +$266K +15,165 New
ACA
700
Affinity Capital Advisors
California
$266K -$10.2K -582 -4%