We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Edge Wealth Management
New York
$37K -$38.7K -4,632 -51%
GWM
177
Gupta Wealth Management
California
$34K +$33.9K +4,050 New
CPIG
178
Chicago Partners Investment Group
Illinois
$27K -$652 -78 -2%
CA
179
CapWealth Advisors
Tennessee
$20K +$20.1K +2,400 New
PO
180
Private Ocean
California
$18K +$2.46K +294 +16%
RWM
181
Raffa Wealth Management
District of Columbia
$13K +$3.26K +390 +34%
CDIA
182
Capital Directions Investment Advisors
Georgia
$12K – – –
WT
183
Whittier Trust
California
$10K +$50 +6 +0.5%
TCM
184
Tradewinds Capital Management
Washington
$9K – – –
SIG
185
Stanford Investment Group
California
$9K +$50 +6 +0.6%
MWP
186
MYCIO Wealth Partners
Pennsylvania
$8K -$25K -2,994 -77%
GI
187
Gradient Investments
Minnesota
$8K -$5.02K -600 -38%
CCS
188
Crosspoint Capital Strategies
California
$8K -$2.56K -306 -25%
SF
189
Synovus Financial
Georgia
$8K – – –
CAL
190
Capital Advisors Ltd
Ohio
$8K +$7.98K +954 New
ARMC
191
American Research & Management Company
Massachusetts
$6K – – –
EMA
192
Efficient Market Advisors
California
$6K +$301 +36 +5%
HR
193
Howe & Rusling
New York
$3K -$1.66K -198 -35%
RIA
194
Regal Investment Advisors
Michigan
$3K – – –
NFG
195
Next Financial Group
Texas
$1K – – –
BC
196
Brinker Capital
Pennsylvania
– -$1.31M -158,082 Closed
TH
197
Timber Hill
Connecticut
– -$331K -39,912 Closed
SFPM
198
Sensible Financial Planning & Management
Massachusetts
– -$321K -38,610 Closed
CI
199
Chartist Inc
California
– -$309K -37,188 Closed
Millennium Management
200
Millennium Management
New York
– -$298K -35,868 Closed