We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
826
Clarity Wealth Advisors
California
$510K -$60.5K -2,325 -11%
ECM
827
Evergreen Capital Management
Washington
$507K – – –
ACM
828
Armbruster Capital Management
New York
$505K -$39.9K -1,532 -7%
BIM
829
Baldwin Investment Management
Pennsylvania
$504K +$234 +9 +0%
7WCP
830
71 West Capital Partners
Massachusetts
$503K +$499K +19,185 New
AIM
831
Anchor Investment Management
South Carolina
$501K +$1.59K +61 +0.3%
GC
832
Gilbert & Cook
Iowa
$498K – – –
ACP
833
Aviance Capital Partners
Florida
$497K – – –
AFGAS
834
Allegiance Financial Group Advisory Services
Virginia
$497K – – –
OA
835
Oasis Advisors
Iowa
$495K +$491K +18,868 New
VAG
836
VisionPoint Advisory Group
Texas
$494K – – –
SWP
837
Strategic Wealth Partners
Ohio
$493K -$1.15M -44,049 -70%
CHWM
838
Cauble & Harre Wealth Management
Missouri
$491K +$488K +18,730 New
IIA
839
Integrity Investment Advisors
Colorado
$491K +$487K +18,704 New
LWM
840
Lakeridge Wealth Management
Ohio
$489K +$390 +15 +0.1%
S4W
841
Solutions 4 Wealth
Texas
$488K +$6.12K +235 +1%
TCWM
842
Total Clarity Wealth Management
Illinois
$485K +$39.7K +1,524 +9%
HCP
843
Hardin Capital Partners
South Carolina
$485K – – –
AC
844
Apella Capital
Connecticut
$484K +$13.1K +502 +3%
FA
845
Fiduciary Alliance
South Carolina
$484K +$41.9K +1,608 +10%
TIA
846
Tiemann Investment Advisors
California
$482K -$2.08K -80 -0.4%
FBB
847
Fulton Breakefield Broenniman
Maryland
$481K +$1.77K +68 +0.4%
RWP
848
Revolve Wealth Partners
New Jersey
$481K -$2.27K -87 -0.5%
PWA
849
Physician Wealth Advisors
Utah
$475K – – –
RCWM
850
Royal Capital Wealth Management
Indiana
$475K +$130 +5 +0%
32 33
34
35 36