We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
701
AssetMark Inc
California
$65K -$296K -16,656 -82%
CCM
702
Covington Capital Management
California
$64K – – –
MCM
703
MV Capital Management
Maryland
$64K +$9.6K +540 +17%
ODG
704
O'Dell Group
Ohio
$64K +$65.3K +3,672 New
CWM
705
Cedar Wealth Management
California
$62K – – –
GWS
706
Glassman Wealth Services
Virginia
$62K – – –
MAWCM
707
Mine & Arao Wealth Creation & Management
California
$56K – – –
BWM
708
BerganKDV Wealth Management
Minnesota
$56K +$24.5K +1,380 +75%
SW
709
SVB Wealth
Massachusetts
$55K – – –
PGAM
710
Princeton Global Asset Management
New Jersey
$53K -$4.48K -252 -8%
WT
711
Whittier Trust
California
$52K – – –
CAAS
712
Capital Asset Advisory Services
Michigan
$51K -$3.84K -216 -7%
PO
713
Private Ocean
California
$51K +$107 +6 +0.2%
BCA
714
Berman Capital Advisors
Georgia
$48K +$213 +12 +0.4%
CTC
715
Central Trust Company
Missouri
$47K – – –
HRC
716
Hoertkorn Richard Charles
$47K – – –
WFA
717
Wells Financial Advisors
Massachusetts
$47K – – –
SFPG
718
Stonebridge Financial Planning Group
Florida
$45K – – –
HR
719
Howe & Rusling
New York
$44K +$107 +6 +0.2%
AWM
720
AllSquare Wealth Management
New York
$43K – – –
GI
721
Gradient Investments
Minnesota
$38K – – –
PFBT
722
Parkside Financial Bank & Trust
Missouri
$37K +$107 +6 +0.3%
TLFA
723
True Link Financial Advisors
California
$35K -$34.1K -1,920 -48%
TVWM
724
Tower View Wealth Management
Wisconsin
$35K +$107 +6 +0.3%
NFSG
725
Newbridge Financial Services Group
Florida
$34K -$5.98K -336 -15%