We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
1326
Spectrum Wealth Advisory Group
California
$25.2K +$24.4K +870 New
B
1327
Birchbrook
Maine
$23.4K -$1.74K -62 -7%
AWM
1328
Activest Wealth Management
Florida
$23.4K – – –
SGK
1329
Steigerwald Gordon & Koch
Virginia
$22.6K – – –
AIP
1330
Ameritas Investment Partners
Nebraska
$21.8K +$56 +2 +0.3%
BHWM
1331
Beaird Harris Wealth Management
Texas
$21.7K – – –
FP
1332
Financial Perspectives
Minnesota
$21K +$56 +2 +0.3%
IRAG
1333
Investment Research & Advisory Group
Georgia
$19.2K +$56 +2 +0.3%
EA
1334
Evolution Advisers
Virginia
$19K – – –
MCM
1335
Manchester Capital Management
Vermont
$17.4K – – –
KG
1336
Kilter Group
New York
$16.9K – – –
APW
1337
Aventura Private Wealth
Florida
$16.5K – – –
PWA
1338
Physician Wealth Advisors
Utah
$16K -$483K -17,266 -97%
IA
1339
IFG Advisory
Georgia
$15.8K +$15.3K +545 New
PWMA
1340
Pension & Wealth Management Advisors
Massachusetts
$15.1K +$2.16K +77 +17%
RCM
1341
Raleigh Capital Management
North Carolina
$14.5K – – –
RRMM
1342
Regatta Research & Money Management
Louisiana
$14.5K +$14K +500 New
AW
1343
Avion Wealth
Texas
$14K – – –
WAG
1344
Wiser Advisor Group
Arizona
$13.6K +$28 +1 +0.2%
GCM
1345
Gunpowder Capital Management
Maryland
$13.1K – – –
DSC
1346
Duncker Streett & Co
Missouri
$12.4K – – –
PMIM
1347
Prudent Man Investment Management
Colorado
$12.3K – – –
BAM
1348
Bellevue Asset Management
Washington
$12.2K – – –
PF
1349
PlanVest Financial
Maryland
$12K – – –
CSC
1350
Caldwell Sutter Capital
California
$11.8K +$4.2K +150 +58%
52 53
54
55 56