We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
701
Berger Financial Group
Minnesota
$266K +$3.11K +177 +1%
FHA
702
Flagship Harbor Advisors
Massachusetts
$266K +$11.8K +675 +5%
AIM
703
Aurora Investment Managers
Florida
$266K +$263K +14,958 New
WCFA
704
Walkner Condon Financial Advisors
Wisconsin
$265K – – –
PP
705
PDS Planning
Ohio
$265K +$105 +6 +0%
CCP
706
Clarkston Capital Partners
Michigan
$265K +$2.42K +138 +0.9%
CWM
707
Cadence Wealth Management
Massachusetts
$261K -$79.4K -4,521 -24%
BST
708
Bath Savings Trust
Maine
$260K – – –
SSB
709
Sandy Spring Bank
Maryland
$260K +$5.32K +303 +2%
BFM
710
Broadview Financial Management
Wisconsin
$259K +$737 +42 +0.3%
ML
711
McAdam LLC
Pennsylvania
$258K +$41.3K +2,355 +19%
BDWCC
712
B&D White Capital Company
Texas
$257K +$3.63K +207 +1%
PMFA
713
Plante Moran Financial Advisors
Michigan
$256K -$19.7K -1,122 -7%
OCM
714
Osterweis Capital Management
California
$250K – – –
KA
715
Klingman & Associates
New York
$249K – – –
HFA
716
HC Financial Advisors
California
$249K +$53 +3 +0%
WFS
717
Walker Financial Services
Kentucky
$248K +$245K +13,947 New
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$248K -$11.4K -651 -4%
FBB
719
Fulton Breakefield Broenniman
Maryland
$246K -$20.9K -1,191 -8%
AWC
720
Adamsbrown Wealth Consultants
Kansas
$246K – – –
CIP
721
Capital Insight Partners
Arizona
$246K – – –
RPWA
722
Regent Peak Wealth Advisors
Georgia
$246K +$1.05K +60 +0.4%
LFG
723
Larson Financial Group
Missouri
$244K +$10.6K +603 +5%
CWM
724
C2C Wealth Management
Arizona
$241K – – –
TFA
725
Triad Financial Advisors
North Carolina
$241K – – –
27 28
29
30 31