We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1076
Gradient Investments
Minnesota
$629 – – –
SIS
1077
Sound Income Strategies
Florida
$629 – – –
WCM
1078
Weaver Capital Management
Georgia
$629 – – –
HGA
1079
Hobbs Group Advisors
South Carolina
$629 +$608 +30 New
RWA
1080
Redmont Wealth Advisors
Illinois
$413 – – –
AT
1081
Arlington Trust
Alabama
$377 – – –
GEA
1082
Glen Eagle Advisors
New Jersey
$251 – – –
BWM
1083
Bullock Wealth Management
Indiana
$132 – – –
RDFA
1084
Ritter Daniher Financial Advisory
Ohio
$126 – – –
FGAM
1085
Financial Gravity Asset Management
Texas
$63 – – –
IA
1086
IFS Advisors
Kansas
$44 – – –
OFS
1087
OneAscent Financial Services
Alabama
– -$4.29M -210,678 Closed
Susquehanna International Group
1088
Susquehanna International Group
Pennsylvania
– -$3.84M -189,459 Closed
BP
1089
BBR Partners
New York
– -$3.24M -159,396 Closed
PPP
1090
Private Portfolio Partners
New Jersey
– -$2.83M -138,963 Closed
BWM
1091
BCS Wealth Management
Tennessee
– -$2.4M -117,984 Closed
SWM
1092
Soundmark Wealth Management
Washington
– -$1.68M -82,497 Closed
GM
1093
GeoWealth Management
Illinois
– -$975K -47,886 Closed
TCMP
1094
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$794K -44,988 Closed
LNC
1095
Lincoln National Corp
Pennsylvania
– -$693K -34,041 Closed
CBFP
1096
Cedar Brook Financial Partners
Ohio
– -$673K -33,066 Closed
CSIA
1097
Charles Schwab Investment Advisory
California
– -$624K -30,642 Closed
AC
1098
Abbrea Capital
California
– -$584K -28,689 Closed
RL
1099
Retireful LLC
Michigan
– -$554K -27,225 Closed
RWM
1100
Rockwood Wealth Management
Pennsylvania
– -$496K -24,360 Closed