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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1101
Simon Quick Advisors
New Jersey
$225K -$10.4K -396 -4%
AGC
1102
Aspen Grove Capital
Colorado
$225K +$184 +7 +0.1%
ACM
1103
Aspen Capital Management
Idaho
$224K +$13.8K +524 +6%
CWM
1104
Connecticut Wealth Management
Connecticut
$224K – – –
FWP
1105
Falcon Wealth Planning
California
$223K – – –
SAM
1106
SVRN Asset Management
Texas
$222K – – –
SWM
1107
Sherman Wealth Management
Maryland
$221K +$656 +25 +0.3%
RC
1108
Randolph Company
Ohio
$221K +$14.9K +569 +7%
AIA
1109
Armor Investment Advisors
North Carolina
$221K +$157 +6 +0.1%
RYA
1110
Richard Young Associates
Georgia
$220K -$49.6K -1,890 -18%
SIC
1111
SJS Investment Consulting
Ohio
$220K +$157 +6 +0.1%
DWML
1112
Decker Wealth Management LLC
Tennessee
$218K – – –
BMCM
1113
Bryn Mawr Capital Management
Pennsylvania
$218K – – –
GCM
1114
Gibraltar Capital Management
Oklahoma
$217K – – –
SAM
1115
Secure Asset Management
Michigan
$217K -$17.1K -651 -7%
SM
1116
Sensible Money
Arizona
$217K +$8.03K +306 +4%
CFA
1117
CWS Financial Advisors
Michigan
$215K – – –
CAC
1118
Certified Advisory Corp
Florida
$215K -$51K -1,943 -19%
PWM
1119
Parkway Wealth Management
Texas
$215K – – –
CPCM
1120
Cardinal Point Capital Management
Ontario, Canada
$213K – – –
HSWM
1121
Hubbell Strickland Wealth Management
Louisiana
$213K +$630 +24 +0.3%
PCM
1122
Pennsylvania Capital Management
Pennsylvania
$212K +$18.8K +716 +9%
BIM
1123
Bridges Investment Management
Nebraska
$212K +$6.82K +260 +3%
SFG
1124
Strive Financial Group
Indiana
$211K +$236 +9 +0.1%
BLWM
1125
Bucket List Wealth Management
Florida
$211K +$630 +24 +0.3%
43 44
45
46 47