We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
676
LifeSteps Financial
California
$259K +$1.01K +63 +0.4%
SFP
677
Shepherd Financial Partners
Massachusetts
$258K – – –
CFA
678
Cahill Financial Advisors
Minnesota
$256K +$867 +54 +0.3%
HPWM
679
Highland Private Wealth Management
Washington
$254K – – –
CAM
680
Cubic Asset Management
Massachusetts
$254K +$1.83K +114 +0.7%
MIM
681
Moseley Investment Management
Florida
$253K +$275K +17,148 New
CWA
682
Carolina Wealth Advisors
South Carolina
$250K +$76.9K +4,791 +39%
BWA
683
Burt Wealth Advisors
Maryland
$248K – – –
PRWA
684
Platte River Wealth Advisors
Colorado
$246K – – –
RPA
685
Rock Point Advisors
Vermont
$245K -$8.96K -558 -3%
RFC
686
Regions Financial Corp
Alabama
$245K +$267K +16,629 New
IC
687
IEQ Capital
California
$244K – – –
AIA
688
Alera Investment Advisors
Illinois
$242K – – –
GLA
689
Good Life Advisors
Pennsylvania
$241K +$1.06K +66 +0.4%
RWG
690
Ratio Wealth Group
Colorado
$240K – – –
SRC
691
Sage Rhino Capital
California
$239K +$867 +54 +0.3%
WANY
692
Wealthspire Advisors (New York)
New York
$238K +$259K +16,131 New
JWM
693
Janiczek Wealth Management
Colorado
$235K +$27.1K +1,686 +13%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$234K +$48 +3 +0%
SFG
695
Sage Financial Group
Pennsylvania
$233K +$254K +15,819 New
CPP
696
Capasso Planning Partners
South Carolina
$232K -$6.84K -426 -3%
AFA
697
American Financial Advisors
Georgia
$232K +$2.46K +153 +1%
BDF
698
Black Diamond Financial
Maryland
$232K +$4K +249 +2%
BFG
699
Berger Financial Group
Minnesota
$230K +$10.8K +672 +4%
BAWC
700
Boyce & Associates Wealth Consulting
Texas
$229K -$5.78K -360 -2%
26 27
28
29 30