We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sunburst Financial Group
Alabama
$54.6M +$1.26M +48,112 +2%
WA
52
WBH Advisory
Maryland
$53.6M +$2.28M +86,869 +4%
CG
53
Caprock Group
Idaho
$52.5M +$200K +7,626 +0.4%
Wells Fargo
54
Wells Fargo
California
$51.8M +$3.02M +115,156 +6%
EFG
55
Ethos Financial Group
Pennsylvania
$50.9M +$1.83M +69,826 +4%
SFG
56
SNS Financial Group
Minnesota
$45.3M -$65.1K -2,481 -0.1%
CMAI
57
Capital Management Associates Inc
Minnesota
$44.8M +$158K +6,013 +0.3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$43.1M -$1.66M -63,280 -4%
AF
59
Allworth Financial
California
$42.8M +$7.69M +293,194 +21%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$42.5M +$1.16M +44,348 +3%
RC
61
Roundview Capital
New Jersey
$42.2M -$269K -10,257 -0.6%
HWA
62
Heritage Wealth Architects
Minnesota
$41.8M +$2.97M +113,366 +8%
LEFP
63
Leading Edge Financial Planning
Tennessee
$41.2M +$3.22M +122,611 +8%
Truist Financial
64
Truist Financial
North Carolina
$41.2M +$1.67M +63,569 +4%
GCA
65
Genesee Capital Advisors
New York
$40.9M -$242K -9,223 -0.6%
BWA
66
Boulder Wealth Advisors
Colorado
$40.6M +$819K +31,222 +2%
CIA
67
Cape Investment Advisory
Georgia
$39.8M +$520K +19,827 +1%
MAG
68
Members Advisory Group
New York
$39.7M -$361K -13,753 -0.9%
ACM
69
Appalachian Capital Management
Ohio
$39.5M +$462K +17,611 +1%
MWM
70
Modern Wealth Management
Kansas
$38.7M +$1.15M +43,788 +3%
TWM
71
Tanglewood Wealth Management
Texas
$38.5M +$19.1M +729,589 +91%
Goldman Sachs
72
Goldman Sachs
New York
$34.7M +$5.58M +212,511 +18%
JIP
73
Jaffetilchin Investment Partners
Florida
$33.9M -$5.09M -194,100 -13%
Cerity Partners
74
Cerity Partners
New York
$32.7M +$4.75M +181,101 +16%
LPT
75
Legacy Private Trust
Wisconsin
$32.2M -$1.32M -50,447 -4%