We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Summit Financial Strategies
Ohio
$67.4M -$9.69M -346,030 -13%
ACA
52
Aptus Capital Advisors
Alabama
$67.3M +$2.58M +92,317 +4%
SFG
53
Sunburst Financial Group
Alabama
$65.6M +$2.58M +92,327 +4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$63.7M -$9.32M -333,007 -13%
CG
55
Caprock Group
Idaho
$60.4M -$135K -4,817 -0.2%
WA
56
WBH Advisory
Maryland
$60M -$1.31M -46,809 -2%
AF
57
Allworth Financial
California
$52.4M +$2.97M +106,193 +6%
CMAI
58
Capital Management Associates Inc
Minnesota
$51.8M +$110K +3,940 +0.2%
EFG
59
Ethos Financial Group
Pennsylvania
$50.7M -$6.46M -230,690 -11%
LEFP
60
Leading Edge Financial Planning
Tennessee
$50.6M +$3.02M +107,956 +7%
RC
61
Roundview Capital
New Jersey
$50.5M +$1.76M +63,010 +4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$49.8M +$133K +4,752 +0.3%
Cerity Partners
63
Cerity Partners
New York
$47.9M +$9.89M +353,178 +27%
Truist Financial
64
Truist Financial
North Carolina
$47.7M +$226K +8,070 +0.5%
BWA
65
Boulder Wealth Advisors
Colorado
$47.5M +$670K +23,926 +1%
CIA
66
Cape Investment Advisory
Georgia
$46.3M +$365K +13,024 +0.8%
MWM
67
Modern Wealth Management
Kansas
$46.1M +$1.76M +62,989 +4%
ACM
68
Appalachian Capital Management
Ohio
$45.7M +$107K +3,836 +0.2%
TWM
69
Tanglewood Wealth Management
Texas
$45.7M +$1.19M +42,595 +3%
HWA
70
Heritage Wealth Architects
Minnesota
$44.1M +$564K +20,153 +1%
AQR Capital Management
71
AQR Capital Management
Connecticut
$41.9M +$10.4M +370,778 +34%
Goldman Sachs
72
Goldman Sachs
New York
$40.1M +$40.6K +1,450 +0.1%
MCM
73
MAI Capital Management
Ohio
$36.7M +$749K +26,768 +2%
LPT
74
Legacy Private Trust
Wisconsin
$36.3M -$794K -28,354 -2%
FWI
75
Facet Wealth Inc
Maryland
$36M -$180K -6,441 -0.5%