We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SeaCrest Wealth Management
New York
$5.22M +$227K +15,918 +5%
OAJ
152
Ogorek Anthony Joseph
New York
$5.11M +$575K +40,386 +14%
MA
153
Mutual Advisors
Nebraska
$5.07M +$88.4K +6,204 +2%
SP
154
Successful Portfolios
Florida
$5.02M -$148K -10,356 -3%
PFM
155
Peak Financial Management
Massachusetts
$4.92M +$298K +20,916 +7%
GAM
156
Garrison Asset Management
Arkansas
$4.87M -$2.69M -188,838 -37%
BlackRock
157
BlackRock
New York
$4.84M -$142K -9,954 -3%
WC
158
Wealth CMT
New Jersey
$4.71M -$2.9M -203,634 -40%
AOWM
159
Alpha Omega Wealth Management
Virginia
$4.7M -$3.76K -264 -0.1%
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$4.65M -$19.1K -1,344 -0.4%
WCM
161
Whitener Capital Management
North Carolina
$4.55M -$146K -10,272 -3%
HCA
162
Horan Capital Advisors
Ohio
$4.52M +$102K +7,134 +2%
UFA
163
US Financial Advisors
Massachusetts
$4.49M +$4.22M +296,358 New
JMPWA
164
JP Morgan Private Wealth Advisors
California
$4.44M +$243K +17,058 +6%
KJWM
165
Kiley Juergens Wealth Management
Washington
$4.42M +$4.16M +291,804 New
BWI
166
Beacon Wealthcare Inc
North Carolina
$4.4M -$1.13M -79,338 -21%
VCM
167
Vivaldi Capital Management
Illinois
$4.34M -$76.3K -5,358 -2%
WKWM
168
Walter & Keenan Wealth Management
Indiana
$4.29M -$5.38K -378 -0.1%
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$4.28M +$26K +1,824 +0.7%
LCM
170
Liberty Capital Management
Michigan
$4.25M +$3.99M +280,146 New
PA
171
Parallel Advisors
California
$4.24M +$1.52M +106,740 +62%
CCM
172
Ciovacco Capital Management
Georgia
$4.2M +$3.95M +277,068 New
JIC
173
Johnson Investment Counsel
Ohio
$4.18M +$32K +2,250 +0.8%
RDWM
174
Red Door Wealth Management
Tennessee
$4.18M -$184K -12,924 -4%
RW
175
REDW Wealth
New Mexico
$4.16M -$106K -7,476 -3%