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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Schnieders Capital Management
California
$264K -$45 -3 -0%
SGWM
702
Sterling Group Wealth Management
California
$263K +$264K +17,586 New
SFP
703
Shepherd Financial Partners
Massachusetts
$261K – – –
ONSWM
704
Old North State Wealth Management
North Carolina
$261K +$1.17K +78 +0.4%
IAM
705
Innovis Asset Management
Illinois
$259K +$260K +17,310 New
CAM
706
Cubic Asset Management
Massachusetts
$258K – – –
CWM
707
Cabot Wealth Management
Massachusetts
$257K -$76K -5,055 -23%
MIM
708
Moseley Investment Management
Florida
$256K – – –
APA
709
Astoria Portfolio Advisors
New York
$254K -$12.3K -816 -5%
CWA
710
Carolina Wealth Advisors
South Carolina
$254K +$271 +18 +0.1%
JC
711
Jacobs & Co
California
$252K -$90 -6 -0%
BWA
712
Burt Wealth Advisors
Maryland
$251K – – –
VIA
713
Vickerman Investment Advisors
Washington
$249K +$251K +16,683 New
RFC
714
Regions Financial Corp
Alabama
$248K – – –
IC
715
IEQ Capital
California
$248K -$927K -61,704 -79%
GLA
716
Good Life Advisors
Pennsylvania
$247K +$1.13K +75 +0.5%
SHA
717
Seneca House Advisors
Virginia
$247K -$32.4K -2,157 -12%
YAL
718
Your Advocates Ltd
Texas
$244K +$1.13K +75 +0.5%
SRC
719
Sage Rhino Capital
California
$244K +$902 +60 +0.4%
RWG
720
Ratio Wealth Group
Colorado
$243K – – –
CAP
721
Columbia Advisory Partners
Washington
$243K -$4.78K -318 -2%
V
722
ViaWealth
Kansas
$243K +$241K +16,008 New
PAM
723
Private Asset Management
California
$241K -$29.3K -1,950 -11%
BDF
724
Black Diamond Financial
Maryland
$239K +$631 +42 +0.3%
BFA
725
Bill Few Associates
Pennsylvania
$239K +$240K +15,972 New
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