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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Smithbridge Asset Management
Pennsylvania
$530K -$588K -22,410 -51%
SRWM
802
Shira Ridge Wealth Management
California
$530K – – –
KFP
803
Keener Financial Planning
Texas
$527K – – –
AA
804
AF Advisors
California
$521K -$162K -6,186 -23%
BF
805
Blankinship & Foster
California
$519K +$105 +4 +0%
GIM
806
Goelzer Investment Management
Indiana
$519K -$27.5K -1,049 -5%
PSCM
807
Per Stirling Capital Management
Texas
$516K +$1.02K +39 +0.2%
PWAM
808
Private Wealth Asset Management
Iowa
$516K – – –
SCFS
809
Stewardship Concepts Financial Services
Washington
$515K – – –
LAIC
810
Lederer & Associates Investment Counsel
California
$514K – – –
TBWA
811
Three Bridge Wealth Advisors
California
$512K +$315 +12 +0.1%
CH
812
CDKV Holdings
Colorado
$512K +$210 +8 +0%
TFA
813
TrustWell Financial Advisors
Florida
$503K -$63.2K -2,409 -11%
SWGC
814
Summit Wealth Group (Colorado)
Colorado
$502K +$525K +19,999 New
NFC
815
Northstar Financial Companies
Pennsylvania
$501K +$157K +6,000 +43%
BP
816
Broadleaf Partners
Ohio
$501K -$110K -4,209 -17%
SHA
817
Seneca House Advisors
Virginia
$498K +$5.56K +212 +1%
RAG
818
RIA Advisory Group
Iowa
$497K -$1.05K -40 -0.2%
ECM
819
Evergreen Capital Management
Washington
$496K +$11.8K +451 +2%
HAP
820
Harbor Asset Planning
Massachusetts
$496K +$1.47K +56 +0.3%
MFC
821
Morris Financial Concepts
South Carolina
$494K – – –
TWA
822
Tandem Wealth Advisors
Arizona
$492K +$251K +9,567 +95%
AMIM
823
Aull & Monroe Investment Management
Alabama
$492K +$52 +2 +0%
WAM
824
Wernau Asset Management
Massachusetts
$491K -$151K -5,766 -23%
YAL
825
Your Advocates Ltd
Texas
$491K +$1.26K +48 +0.2%
31 32
33
34 35