We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
Waterford Advisors
New York
$530K – – –
SAM
802
Smithbridge Asset Management
Pennsylvania
$530K -$588K -22,410 -51%
SRWM
803
Shira Ridge Wealth Management
California
$530K – – –
KFP
804
Keener Financial Planning
Texas
$527K – – –
LA
805
Layline Advisors
New York
$526K +$550K +20,952 New
AA
806
AF Advisors
California
$521K -$162K -6,186 -23%
BF
807
Blankinship & Foster
California
$519K +$105 +4 +0%
GIM
808
Goelzer Investment Management
Indiana
$519K -$27.5K -1,049 -5%
PSCM
809
Per Stirling Capital Management
Texas
$516K +$1.02K +39 +0.2%
PWAM
810
Private Wealth Asset Management
Iowa
$516K – – –
SCFS
811
Stewardship Concepts Financial Services
Washington
$515K – – –
LAIC
812
Lederer & Associates Investment Counsel
California
$514K – – –
TBWA
813
Three Bridge Wealth Advisors
California
$512K +$315 +12 +0.1%
CH
814
CDKV Holdings
Colorado
$512K +$210 +8 +0%
TFA
815
TrustWell Financial Advisors
Florida
$503K -$63.2K -2,409 -11%
SWGC
816
Summit Wealth Group (Colorado)
Colorado
$502K +$525K +19,999 New
NFC
817
Northstar Financial Companies
Pennsylvania
$501K +$157K +6,000 +43%
BP
818
Broadleaf Partners
Ohio
$501K -$110K -4,209 -17%
SHA
819
Seneca House Advisors
Virginia
$498K +$5.56K +212 +1%
RAG
820
RIA Advisory Group
Iowa
$497K -$1.05K -40 -0.2%
ECM
821
Evergreen Capital Management
Washington
$496K +$11.8K +451 +2%
HAP
822
Harbor Asset Planning
Massachusetts
$496K +$1.47K +56 +0.3%
MFC
823
Morris Financial Concepts
South Carolina
$494K – – –
TWA
824
Tandem Wealth Advisors
Arizona
$492K +$251K +9,567 +95%
AMIM
825
Aull & Monroe Investment Management
Alabama
$492K +$52 +2 +0%
31 32
33
34 35