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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
701
Builder Investment Group
Georgia
$817K +$18.7K +717 +2%
VC
702
Veracity Capital
Georgia
$814K +$808K +31,020 New
WCM
703
Wealthcare Capital Management
Virginia
$812K – – –
JIC
704
Joel Isaacson & Co
New York
$809K +$2.5K +96 +0.3%
HNB
705
Huntington National Bank
Ohio
$807K – – –
CAM
706
Costello Asset Management
Pennsylvania
$801K -$75.1K -2,885 -9%
RCAG
707
Rehmann Capital Advisory Group
Michigan
$799K +$39.9K +1,532 +5%
BWM
708
BNC Wealth Management
Oregon
$794K -$473K -18,174 -38%
OWM
709
OneAscent Wealth Management
Alabama
$791K -$78.6K -3,020 -9%
CFO
710
Callan Family Office
Pennsylvania
$787K – – –
BCM
711
Bowie Capital Management
Texas
$787K – – –
HBT
712
Hills Bank & Trust
Iowa
$787K – – –
CA
713
Crewe Advisors
Utah
$786K -$124K -4,776 -14%
PL
714
Plancorp LLC
Missouri
$782K -$376K -14,434 -33%
WF
715
Womack Financial
Texas
$780K +$77.6K +2,982 +11%
TC
716
Tannin Capital
North Carolina
$779K +$773K +29,702 New
MWA
717
Muirfield Wealth Advisors
North Carolina
$778K -$41.1K -1,580 -5%
PS
718
Principal Securities
Iowa
$775K +$281K +10,803 +58%
HIS
719
Horizon Investment Services
Indiana
$774K +$4.35K +167 +0.6%
NSIM
720
North Star Investment Management
Illinois
$770K – – –
EL
721
EWA LLC
Pennsylvania
$760K +$754K +28,965 New
AWM
722
Apollon Wealth Management
South Carolina
$759K +$7.52K +289 +1%
AP
723
Advisortrust Partners
North Carolina
$759K +$753K +28,922 New
SGWM
724
Sterling Group Wealth Management
California
$755K -$30.1K -1,158 -4%
MFG
725
Magnus Financial Group
New York
$754K +$218K +8,385 +41%
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