We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
726
NorthRock Partners
Minnesota
$750K +$222K +8,516 +42%
BAM
727
Bosun Asset Management
Illinois
$740K -$46.9K -1,800 -6%
AWE
728
Avidian Wealth Enterprises
Texas
$738K +$937 +36 +0.1%
FWMP
729
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$736K -$54.6K -2,098 -7%
TCM
730
Twele Capital Management
Minnesota
$733K -$11.4K -439 -2%
RWRC
731
R.W. Roge & Company
New York
$731K – – –
CAL
732
Capital Analysts LLC
Pennsylvania
$728K +$1.85K +71 +0.3%
EFA
733
Edge Financial Advisors
Illinois
$721K -$3.98K -153 -0.6%
SSI
734
Scott & Selber Inc
Texas
$720K +$417 +16 +0.1%
RWP
735
Reliant Wealth Planning
Kentucky
$713K – – –
KWM
736
KRM Wealth Management
Nevada
$711K +$705K +27,091 New
PA
737
Perennial Advisors
New York
$708K -$6.2K -238 -0.9%
PCWA
738
Pacific Capital Wealth Advisors
California
$708K – – –
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$708K +$15.9K +611 +2%
AA
740
AF Advisors
California
$706K +$208 +8 +0%
SWP
741
Stratos Wealth Partners
Ohio
$706K +$42.1K +1,618 +6%
Qube Research & Technologies (QRT)
742
Qube Research & Technologies (QRT)
United Kingdom
$706K -$1.01M -38,882 -59%
SWA
743
Sightline Wealth Advisors
Connecticut
$706K +$5.6K +215 +0.8%
DP
744
Denver PWM
Colorado
$704K – – –
PFA
745
Perryman Financial Advisory
Texas
$703K +$698K +26,808 New
CWM
746
Cahaba Wealth Management
Georgia
$699K +$1.87K +72 +0.3%
BTWM
747
Baker Tilly Wealth Management
Wisconsin
$697K +$911 +35 +0.1%
PAMG
748
Patton Albertson Miller Group
Tennessee
$696K -$1.72K -66 -0.2%
SEIA
749
Signature Estate & Investment Advisors
California
$692K +$50.7K +1,948 +8%
ML
750
McAdam LLC
Pennsylvania
$691K -$3.96K -152 -0.6%