We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
176
Waldron Private Wealth
Pennsylvania
$9.98M
ZF
177
Zhang Financial
Michigan
$9.94M -$226K -10,581 -2%
TA
178
TruWealth Advisors
Louisiana
$9.92M -$15.6K -729 -0.2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$9.75M +$645K +30,204 +7%
TFF
180
The Family Firm
Maryland
$9.49M +$827K +38,736 +3%
AllianceBernstein
181
AllianceBernstein
Tennessee
$9.33M +$4.09M +191,634 +84%
PFM
182
Peak Financial Management
Massachusetts
$9.33M +$250K +11,724 +3%
FOA
183
Five Oceans Advisors
California
$9.26M -$9.74K -456 -0.1%
AA
184
Apriem Advisors
California
$9.25M -$92.5K -4,332 -1%
Ameriprise
185
Ameriprise
Minnesota
$9.16M +$21.2K +993 +0.2%
SWM
186
SigFig Wealth Management
California
$8.95M -$133K -6,219 -1%
PF
187
Prosperitas Financial
California
$8.94M +$655K +30,687 +8%
RF
188
RHS Financial
California
$8.91M -$191K -8,967 -2%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$8.74M -$163K -7,611 -2%
EFG
190
Embree Financial Group
Illinois
$8.66M +$146K +6,822 +2%
BF
191
Brooklyn FI
New York
$8.63M +$447K +20,928 +6%
LCM
192
Liberty Capital Management
Michigan
$8.6M -$12.2K -570 -0.1%
SHJ
193
Sharkey, Howes & Javer
Colorado
$8.55M -$470K -22,014 -5%
RIM
194
Rockbridge Investment Management
New York
$8.5M -$1.49M -69,945 -15%
SA
195
SRH Advisors
Kansas
$8.37M +$88.4K +4,140 +1%
NA
196
NewEdge Advisors
Louisiana
$8.3M +$340K +15,912 +4%
PP
197
Pegasus Partners
Wisconsin
$8.25M -$50.4K -2,361 -0.6%
FT
198
Fiduciary Trust
Massachusetts
$8.19M -$113K -5,277 -1%
ICM
199
Islay Capital Management
Texas
$8.02M +$142K +6,645 +2%
MGIA
200
Moneta Group Investment Advisors
Missouri
$8M +$19.2M +897,780 +487%