We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Liberty Wealth Management
California
$321K +$44.1K +2,280 +17%
FSWA
802
Financial Synergies Wealth Advisors
Texas
$320K +$755 +39 +0.2%
AFA
803
American Financial Advisors
Georgia
$319K +$1.33K +69 +0.4%
Comerica Bank
804
Comerica Bank
Texas
$315K +$40.5K +2,091 +16%
ONSWM
805
Old North State Wealth Management
North Carolina
$314K +$1.92K +99 +0.6%
WTC
806
WhitTier Trust Company
Nevada
$312K
FCIM
807
Fairview Capital Investment Management
California
$312K
OIA
808
Optimum Investment Advisors
Illinois
$309K
BFM
809
Broadview Financial Management
Wisconsin
$306K +$871 +45 +0.3%
CANC
810
Culbertson A N & Co
Virginia
$305K +$290K +15,000 New
AWM
811
Able Wealth Management
New Jersey
$303K -$14.3K -738 -5%
UB
812
UMB Bank
Missouri
$299K
TP
813
Tranquility Partners
Tennessee
$299K -$987 -51 -0.3%
AC
814
Apella Capital
Connecticut
$296K -$105K -5,442 -27%
VCM
815
Versant Capital Management
Arizona
$295K +$813 +42 +0.3%
CWA
816
Carolina Wealth Advisors
South Carolina
$292K -$35.8K -1,851 -11%
LFG
817
Larson Financial Group
Missouri
$292K +$9.87K +510 +4%
CGPCS
818
Capital Group Private Client Services
California
$291K +$755 +39 +0.3%
AWC
819
Adamsbrown Wealth Consultants
Kansas
$289K +$813 +42 +0.3%
BAWC
820
Boyce & Associates Wealth Consulting
Texas
$285K -$6.15K -318 -2%
GLLW
821
Graves Light Lenhart Wealth
Virginia
$284K
WP
822
WealthShield Partners
North Carolina
$284K -$11K -567 -4%
IFA
823
Index Fund Advisors
California
$284K
JPWM
824
Jamison Private Wealth Management
Georgia
$283K -$5.4K -279 -2%
FFA
825
Fragasso Financial Advisors
Pennsylvania
$283K +$232 +12 +0.1%