We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
TrinityPoint Wealth
Connecticut
$14M -$300K -17,070 -2%
IAS
102
IMA Advisory Services
Colorado
$13.6M -$141K -8,052 -1%
SWM
103
SigFig Wealth Management
California
$13.6M +$585K +33,345 +5%
TWM
104
Tradition Wealth Management
Minnesota
$13.4M +$50.7K +2,889 +0.4%
SCM
105
Spreng Capital Management
Ohio
$13.3M -$1.18M -67,374 -8%
PCIA
106
Prime Capital Investment Advisors
Kansas
$12.8M -$6.1M -347,778 -51%
SF
107
Schaeffer Financial
Maryland
$12.6M -$793K -45,168 -6%
GVAG
108
Great Valley Advisor Group
Delaware
$12.4M -$1.3M -74,151 -12%
RC
109
Roundview Capital
New Jersey
$12.1M +$441K +25,152 +4%
KF
110
Krilogy Financial
Missouri
$11.9M +$480K +27,333 +4%
IDA
111
Intelligence Driven Advisers
California
$11.8M -$269K -15,339 -2%
SA
112
Shilanski & Associates
Alaska
$11.8M +$1.17M +66,552 +11%
RIM
113
Rockbridge Investment Management
New York
$11.5M -$129K -7,371 -1%
OIA
114
OneDigital Investment Advisors
Kansas
$11.4M +$915K +52,152 +9%
PCM
115
Passive Capital Management
Maryland
$11M +$2M +113,901 +23%
IA
116
IFP Advisors
Florida
$10.8M +$358K +20,391 +4%
AWMG
117
Alliance Wealth Management Group
New Jersey
$10.6M -$435K -24,807 -4%
TCM
118
Towercrest Capital Management
Pennsylvania
$10.6M -$435K -24,807 -4%
BRWA
119
B. Riley Wealth Advisors
Florida
$10.6M +$32.2K +1,833 +0.3%
APW
120
Aurora Private Wealth
New Jersey
$10.5M +$235K +13,365 +2%
SFA
121
Sequoia Financial Advisors
Ohio
$10.3M +$204K +11,640 +2%
RWA
122
Rainsberger Wealth Advisors
Colorado
$10.2M +$241K +13,737 +2%
FOA
123
Five Oceans Advisors
California
$10.2M -$53 -3 -0%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$10.1M +$843K +48,021 +9%
SC
125
Savant Capital
Illinois
$10M +$542K +30,864 +6%