We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
51
SYM Financial Corp
Indiana
$24.4M +$644K +40,131 +2%
Osaic Holdings
52
Osaic Holdings
Arizona
$21.9M -$780K -48,579 -3%
AI
53
Accredited Investors
Minnesota
$21.8M -$428K -26,652 -2%
LPT
54
Legacy Private Trust
Wisconsin
$21.8M +$1.86M +115,824 +8%
LFS
55
Legacy Financial Strategies
Kansas
$21.4M +$506K +31,554 +2%
WA
56
WBH Advisory
Maryland
$21.2M +$361K +22,515 +2%
EE
57
EWG Elevate
California
$21.1M +$950K +59,199 +4%
MIS
58
Morningstar Investment Services
Illinois
$20.3M +$3.98M +248,268 +22%
CG
59
Caprock Group
Idaho
$20.1M +$1.59M +99,294 +8%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$19.8M +$1.28M +79,503 +6%
BC
61
Bartlett & Co
Ohio
$19.8M +$1.28M +79,503 +6%
SA
62
Strategic Advisors
New York
$19.5M -$1.6M -99,891 -7%
UBS Group
63
UBS Group
Switzerland
$19.1M +$1.41M +87,786 +7%
Wells Fargo
64
Wells Fargo
California
$19M -$6.28M -391,086 -23%
WWM
65
WT Wealth Management
Arizona
$18.9M -$3.83M -238,677 -16%
TI
66
Truepoint Inc
Ohio
$18.5M -$14.4K -897 -0.1%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$18.3M +$11.6M +720,363 +138%
JIP
68
Jaffetilchin Investment Partners
Florida
$18.1M -$784K -48,828 -4%
CCA
69
Cobblestone Capital Advisors
New York
$17.7M +$40.3K +2,508 +0.2%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$17.1M +$627K +39,066 +3%
PAM
71
Pegasus Asset Management
New York
$16.6M +$327K +20,364 +2%
GB
72
Goepper Burkhardt
South Carolina
$16.2M -$382K -23,817 -2%
Cerity Partners
73
Cerity Partners
New York
$16.1M +$4.55M +283,590 +35%
SFG
74
Sunburst Financial Group
Alabama
$16M +$440K +27,399 +3%
RBC
75
Roble Belko & Company
Pennsylvania
$15.8M -$110K -6,825 -0.6%