We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1001
Echo45 Advisors
California
$313K +$311K +11,942 New
MWM
1002
McCartney Wealth Management
Missouri
$312K +$310K +11,912 New
FFA
1003
Founders Financial Alliance
North Carolina
$312K +$521 +20 +0.2%
PCI
1004
Planning Center Inc
Illinois
$312K +$130 +5 +0%
CA
1005
Claris Advisors
Missouri
$311K +$1.87K +72 +0.6%
PW
1006
PUREfi Wealth
Massachusetts
$308K – – –
MFF
1007
Michels Family Financial
Texas
$306K +$859 +33 +0.3%
VCM
1008
Virtue Capital Management
Tennessee
$306K +$93.6K +3,595 +45%
WTC
1009
WhitTier Trust Company
Nevada
$305K – – –
RMF
1010
Red Mountain Financial
Colorado
$303K +$56.6K +2,173 +23%
CF
1011
Carter Financial
California
$301K +$299K +11,484 New
MSWMA
1012
Market Street Wealth Management Advisors
Indiana
$301K – – –
AWM
1013
Arista Wealth Management
Nevada
$300K – – –
NCM
1014
Noesis Capital Mangement
Florida
$300K -$28.4K -1,091 -9%
NFG
1015
Nations Financial Group
Iowa
$299K +$2.65K +102 +0.9%
FFA
1016
Fragasso Financial Advisors
Pennsylvania
$299K +$182 +7 +0.1%
W
1017
Wealthquest
Ohio
$298K +$20.4K +782 +7%
WIM
1018
Warwick Investment Management
Texas
$298K +$17.4K +670 +6%
PWM
1019
Paulson Wealth Management
Illinois
$298K – – –
SCA
1020
Snowden Capital Advisors
New York
$298K – – –
BPWM
1021
Badgley Phelps Wealth Managers
Washington
$298K -$11.5K -440 -4%
SPA
1022
Sentinel Pension Advisors
Massachusetts
$296K – – –
PCH
1023
PGIM Custom Harvest
New Jersey
$294K +$65.4K +2,514 +29%
PC
1024
Prairiewood Capital
North Dakota
$294K – – –
BAWC
1025
Boyce & Associates Wealth Consulting
Texas
$293K +$156 +6 +0.1%
39 40
41
42 43