We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$11.7M -$380K -22,458 -3%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$11.4M -$2.31M -136,578 -17%
LB
103
Leo Brokerage
Texas
$11.4M -$15.1K -894 -0.1%
RC
104
Roundview Capital
New Jersey
$11.1M +$216K +12,750 +2%
PCIA
105
Prime Capital Investment Advisors
Kansas
$10.9M +$1.14M +67,368 +12%
AWMG
106
Alliance Wealth Management Group
New Jersey
$10.8M +$1.95M +115,200 +23%
TCM
107
Towercrest Capital Management
Pennsylvania
$10.8M +$1.95M +115,200 +23%
OWM
108
Opes Wealth Management
California
$10.6M -$410K -24,234 -4%
OIA
109
OneDigital Investment Advisors
Kansas
$10.4M +$522K +30,816 +5%
BRWA
110
B. Riley Wealth Advisors
Florida
$10.4M -$162K -9,582 -2%
GVAG
111
Great Valley Advisor Group
Delaware
$9.93M +$5.55M +327,984 +125%
DBRC
112
D.B. Root & Company
Pennsylvania
$9.5M +$139K +8,214 +2%
SA
113
Shilanski & Associates
Alaska
$9.28M +$1.07M +63,102 +13%
APW
114
Aurora Private Wealth
New Jersey
$9.26M +$839K +49,584 +10%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$9.08M -$1.43M -84,366 -14%
BDFN
116
Bond & Devick Financial Network
Minnesota
$9.06M +$429K +25,332 +5%
KM
117
Kalos Management
Georgia
$8.99M -$941K -55,626 -10%
EFG
118
Everhart Financial Group
Ohio
$8.81M -$95.9K -5,664 -1%
TA
119
Trellis Advisors
Washington
$8.79M -$426K -25,176 -5%
MWA
120
Motive Wealth Advisors
Michigan
$8.57M +$8.35M +493,278 New
PS
121
Portfolio Solutions
Michigan
$8.56M -$522K -30,858 -6%
CIAS
122
Capital Investment Advisory Services
North Carolina
$8.51M +$186K +11,016 +2%
SFA
123
Sequoia Financial Advisors
Ohio
$8.26M +$48.2K +2,850 +0.6%
SC
124
Savant Capital
Illinois
$8.16M -$313K -18,492 -4%
RMC
125
Regis Management Company
California
$8.1M -$90.4K -5,340 -1%