We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTIM
176
Danda Trouve Investment Management
Kansas
$4.63M -$2.38M -148,014 -32%
EFS
177
Econ Financial Services
Pennsylvania
$4.55M +$4.96M +309,240 New
FWI
178
Facet Wealth Inc
Maryland
$4.54M +$257K +15,987 +5%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$4.47M +$116K +7,221 +2%
PCMC
180
Private Capital Management (Colorado)
Colorado
$4.44M
GAM
181
Garrison Asset Management
Arkansas
$4.44M +$108K +6,699 +2%
PFM
182
Peak Financial Management
Massachusetts
$4.4M -$57.9K -3,606 -1%
JIC
183
Johnson Investment Counsel
Ohio
$4.33M -$95.8K -5,967 -2%
CPA
184
Cardiff Park Advisors
California
$4.28M -$2.58M -160,680 -36%
PA
185
Planning Alternatives
Michigan
$4.28M -$601K -37,425 -11%
AIM
186
AHL Investment Management
Florida
$4.25M +$1.78M +110,895 +62%
EPM
187
Elm Partners Management
Pennsylvania
$4.23M +$3.45M +215,106 +299%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$4.18M +$208K +12,978 +5%
WKWM
189
Walter & Keenan Wealth Management
Indiana
$4.13M -$51.2K -3,189 -1%
SWM
190
SeaCrest Wealth Management
New York
$4.11M -$847K -52,797 -16%
RF
191
RHS Financial
California
$4.1M +$471K +29,361 +12%
PCWA
192
Pacific Capital Wealth Advisors
California
$4.08M -$41.8K -2,604 -0.9%
BFPW
193
BOK Financial Private Wealth
Colorado
$4.05M
PMG
194
ProVise Management Group
Florida
$4.04M +$368K +22,926 +9%
AOWM
195
Alpha Omega Wealth Management
Virginia
$4.02M -$51.5K -3,207 -1%
WCM
196
Whitener Capital Management
North Carolina
$4.02M -$120K -7,452 -3%
MPI
197
Mairs & Power Inc
Minnesota
$4.01M
PA
198
Parallel Advisors
California
$3.99M +$148K +9,210 +4%
LJAC
199
L.J. Altfest & Co
New York
$3.98M +$496K +30,924 +13%
AWA
200
Alaska Wealth Advisors
Alaska
$3.96M -$9.15K -570 -0.2%