We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1301
Lodestone Wealth Management
Washington
$54.6K +$12.2K +437 +30%
OFG
1302
Oxford Financial Group
Indiana
$51.4K – – –
BIA
1303
Bell Investment Advisors
California
$49.7K -$280 -10 -0.6%
WPWM
1304
Western Pacific Wealth Management
Illinois
$46.1K +$112 +4 +0.3%
Kayne Anderson Rudnick Investment Management
1305
Kayne Anderson Rudnick Investment Management
California
$42.7K – – –
NRG
1306
Nemes Rush Group
Michigan
$42.4K +$56 +2 +0.1%
CG
1307
Curat Global
New Hampshire
$42K +$112 +4 +0.3%
BW
1308
Basepoint Wealth
Iowa
$42K – – –
ACA
1309
American Capital Advisory
Idaho
$41.4K – – –
IF
1310
Integrity Financial
Wyoming
$41.3K +$6.41K +229 +19%
TFA
1311
Transamerica Financial Advisors
Florida
$40.4K +$35.6K +1,271 +1,033%
CFM
1312
Compass Financial Management
Florida
$38K +$35.8K +1,280 New
VWM
1313
Vermillion Wealth Management
Minnesota
$37.2K +$504 +18 +1%
B
1314
Bayban
Minnesota
$36.8K – – –
JGIA
1315
Jackson Grant Investment Advisers
Connecticut
$36.8K +$84 +3 +0.2%
AFG
1316
Albion Financial Group
Utah
$36.5K – – –
PWPS
1317
Pinnacle Wealth Planning Services
Ohio
$35.3K – – –
OCWP
1318
Owl Creek Wealth Partners
Colorado
$34.7K +$84 +3 +0.3%
KFAS
1319
Keating Financial Advisory Services
Kansas
$34.6K – – –
AWM
1320
Aberdeen Wealth Management
Illinois
$34.1K -$18.1K -645 -35%
TWM
1321
TLW Wealth Management
Florida
$33.8K +$32.6K +1,166 New
MCA
1322
Maryland Capital Advisors
Maryland
$32.7K +$31.6K +1,130 New
FLP
1323
Financial Life Planners
Arizona
$31K +$84 +3 +0.3%
MI
1324
Markowski Investments
Florida
$30.8K +$29.8K +1,065 New
MEG
1325
Millstone Evans Group
Colorado
$28.7K +$84 +3 +0.3%