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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
701
Tidal Investments
Wisconsin
$768K +$115K +4,391 +17%
FFM
702
Forum Financial Management
Illinois
$766K -$80.4K -3,065 -9%
CAM
703
Costello Asset Management
Pennsylvania
$764K -$2.07K -79 -0.3%
OWM
704
OneAscent Wealth Management
Alabama
$757K – – –
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$754K +$79.7K +3,039 +11%
CFO
706
Callan Family Office
Pennsylvania
$753K – – –
BCM
707
Bowie Capital Management
Texas
$753K – – –
HBT
708
Hills Bank & Trust
Iowa
$753K – – –
RCAG
709
Rehmann Capital Advisory Group
Michigan
$751K -$14.4K -548 -2%
TC
710
Tannin Capital
North Carolina
$746K +$26 +1 +0%
HIS
711
Horizon Investment Services
Indiana
$741K +$289 +11 +0%
BWM
712
BNC Wealth Management
Oregon
$739K -$22.6K -861 -3%
NSIM
713
North Star Investment Management
Illinois
$737K – – –
HNB
714
Huntington National Bank
Ohio
$731K – – –
NCMW
715
Northern Capital Management (Washington)
Washington
$731K -$296K -11,276 -28%
GC
716
GatePass Capital
Ohio
$730K -$78.9K -3,007 -9%
CA
717
Crewe Advisors
Utah
$729K -$24.5K -934 -3%
MWA
718
Muirfield Wealth Advisors
North Carolina
$726K -$19.1K -728 -2%
AWE
719
Avidian Wealth Enterprises
Texas
$709K +$2.99K +114 +0.4%
BAM
720
Bosun Asset Management
Illinois
$708K – – –
FWMP
721
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$704K – – –
FEM
722
Fulcrum Equity Management
Texas
$700K -$371K -14,140 -34%
CAL
723
Capital Analysts LLC
Pennsylvania
$699K +$1.68K +64 +0.2%
SEIA
724
Signature Estate & Investment Advisors
California
$699K +$37.9K +1,445 +5%
TCM
725
Twele Capital Management
Minnesota
$699K -$3.02K -115 -0.4%
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