We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
901
Franklin Resources
California
$301K – – –
FBB
902
Fulton Breakefield Broenniman
Maryland
$300K +$343 +15 +0.1%
CIP
903
Capital Insight Partners
Arizona
$300K – – –
SSW
904
Stone Summit Wealth
Florida
$300K +$79.9K +3,499 +36%
PK
905
Pflug Koory
Nebraska
$299K – – –
SPIA
906
Steward Partners Investment Advisory
New York
$299K +$127K +5,562 +73%
JC
907
JBGlobal.com
New York
$298K +$300K +13,148 New
OC
908
Oppenheimer & Co
New York
$298K – – –
CAS
909
Coppell Advisory Solutions
Texas
$297K – – –
SSB
910
Sandy Spring Bank
Maryland
$297K +$434 +19 +0.1%
NPI
911
New Perspectives Inc
Mississippi
$297K – – –
BW
912
BostonPremier Wealth
Massachusetts
$295K +$296K +12,978 New
CA
913
Clearstead Advisors
Ohio
$293K +$44.2K +1,933 +18%
RPA
914
Rock Point Advisors
Vermont
$292K -$233K -10,191 -44%
VBFP
915
Valtinson Bruner Financial Planning
Minnesota
$292K – – –
MA
916
MONECO Advisors
Connecticut
$291K – – –
BW
917
BIP Wealth
Georgia
$290K +$46 +2 +0%
PFPT
918
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K -$199K -8,700 -67%
CCM
919
Ciovacco Capital Management
Georgia
$288K -$46 -2 -0%
BWA
920
Babb Wealth Advisors
Arizona
$287K +$289K +12,633 New
CIA
921
Choate Investment Advisors
Massachusetts
$287K – – –
AIM
922
Aurora Investment Managers
Florida
$284K – – –
CE
923
Cornerstone Enterprises
Wisconsin
$282K – – –
GD
924
Grandfield & Dodd
New York
$282K – – –
DB
925
Dravo Bay
Delaware
$282K +$283K +12,411 New