We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBC
1176
Ted Buchan & Co
California
$229K -$6.36K -227 -3%
MA
1177
Montag & Associates
Georgia
$229K +$84.3K +3,013 +62%
SIM
1178
Sims Investment Management
Ohio
$229K +$221K +7,894 New
T
1179
Tidemark
California
$228K +$19.7K +704 +10%
TFS
1180
Thoroughbred Financial Services
Tennessee
$228K +$221K +7,902 New
SP
1181
SmartHarvest Portfolios
Washington
$228K +$220K +7,865 New
OSNBOA
1182
Old Second National Bank of Aurora
Illinois
$227K – – –
BC
1183
Burney Company
Virginia
$227K +$219K +7,836 New
PWP
1184
Prasad Wealth Partners
Ohio
$227K +$219K +7,836 New
MHFA
1185
Mission Hills Financial Advisory
California
$226K +$219K +7,814 New
WIA
1186
Wetzel Investment Advisors
Indiana
$226K +$218K +7,800 New
SG
1187
Sherry Group
Arkansas
$225K – – –
PFPG
1188
Pinnacle Financial Partners (Georgia)
Georgia
$225K +$218K +7,777 New
PI
1189
Pachira Investments
California
$224K -$57.7K -2,062 -21%
EIG
1190
Ellenbecker Investment Group
Wisconsin
$223K +$216K +7,716 New
FF
1191
Frankly Finances
Florida
$223K – – –
WPIC
1192
White Pine Investment Company
Michigan
$222K -$13K -464 -6%
AIP
1193
Almanack Investment Partners
Pennsylvania
$221K -$119K -4,267 -36%
WT
1194
Whittier Trust
California
$221K +$95.3K +3,404 +81%
QCMNJ
1195
Quantum Capital Management (New Jersey)
New Jersey
$220K +$4.93K +176 +2%
HFRG
1196
Houlihan Financial Resource Group
Virginia
$220K +$213K +7,592 New
CAC
1197
Certified Advisory Corp
Florida
$218K -$29.3K -1,048 -12%
BFO
1198
Biltmore Family Office
North Carolina
$217K – – –
MW
1199
Marrick Wealth
California
$217K +$210K +7,500 New
SC
1200
Sykon Capital
New York
$217K +$210K +7,484 New