We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
951
Vickerman Investment Advisors
Washington
$427K +$1.09K +39 +0.3%
AWC
952
Adamsbrown Wealth Consultants
Kansas
$425K +$28 +1 +0%
PFBT
953
Parkside Financial Bank & Trust
Missouri
$424K -$80.8K -2,888 -16%
JAG
954
Journey Advisory Group
Kentucky
$424K +$410K +14,630 New
CGPCS
955
Capital Group Private Client Services
California
$420K +$980 +35 +0.2%
FFA
956
Founders Financial Alliance
North Carolina
$419K +$71K +2,536 +21%
NBWM
957
North Berkeley Wealth Management
California
$417K – – –
SG
958
Somerset Group
Minnesota
$416K +$6.52K +233 +2%
CW
959
CreativeOne Wealth
Kansas
$416K +$980 +35 +0.2%
HR
960
Hardy Reed
Mississippi
$416K – – –
DI
961
Disciplined Investments
Oklahoma
$415K – – –
PSCM
962
Per Stirling Capital Management
Texas
$415K -$175K -6,239 -30%
RWA
963
Roberts Wealth Advisors
California
$415K -$199K -7,097 -33%
JHC
964
J. Hagan Capital
Kentucky
$414K +$16.8K +601 +4%
CFCS
965
CDM Financial Counseling Services
Connecticut
$414K – – –
VCM
966
Versant Capital Management
Arizona
$413K +$1.04K +37 +0.3%
G
967
Gainplan
Michigan
$412K +$2.27K +81 +0.6%
LF
968
LifeSteps Financial
California
$411K -$27.4K -978 -6%
SWM
969
SHP Wealth Management
Massachusetts
$410K – – –
IFG
970
Independent Financial Group
California
$406K -$1.4K -50 -0.4%
AF
971
Align Financial
Minnesota
$406K – – –
GWANC
972
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$532 -19 -0.1%
TP
973
Tranquility Partners
Tennessee
$405K – – –
RZH
974
Relyea Zuckerberg Hanson
Connecticut
$404K +$391K +13,959 New
FGC
975
First Growth Capital
Maryland
$404K – – –
37 38
39
40 41