We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Bogart Wealth LLC
Virginia
$427K +$421K +44,898 New
CA
202
Callahan Advisors
Texas
$425K +$38.9K +4,146 +10%
SSI
203
Scott & Selber Inc
Texas
$423K +$21.4K +2,280 +5%
IC
204
Iconiq Capital
California
$409K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$403K +$75.3K +8,022 +23%
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$397K -$20.8K -2,214 -5%
IFS
207
Ifrah Financial Services
Arkansas
$388K +$16.9K +1,800 +5%
TCM
208
Twele Capital Management
Minnesota
$386K +$8.16K +870 +2%
SLA
209
Silver Lake Advisory
Utah
$381K +$1.41K +150 +0.4%
FIM
210
Frontier Investment Management
Texas
$373K -$5.35K -570 -1%
GWM
211
Greenwich Wealth Management
Connecticut
$371K +$366K +39,000 New
SFG
212
StrategIQ Financial Group
Indiana
$369K -$31K -3,306 -8%
TH
213
Timber Hill
Connecticut
$368K +$11.5K +1,224 +3%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$366K +$103K +10,962 +40%
PIA
215
Peachtree Investment Advisors
Georgia
$365K +$35.5K +3,780 +11%
IC
216
InterOcean Capital
Illinois
$358K +$5.74K +612 +2%
RI
217
Ridgewood Investments
New Jersey
$353K -$19.1K -2,040 -5%
RW
218
REDW Wealth
New Mexico
$341K +$67.9K +7,242 +25%
SI
219
SII Investments
Wisconsin
$340K +$77.6K +8,274 +30%
PA
220
Paracle Advisors
Washington
$333K +$329K +35,094 New
GP
221
Girard Partners
Pennsylvania
$330K +$326K +34,716 New
PA
222
Perennial Advisors
New York
$324K +$319K +34,056 New
CAM
223
Carret Asset Management
New York
$319K +$40K +4,260 +15%
AWS
224
AJ Wealth Strategies
New York
$306K +$36K +3,834 +14%
LI
225
LVZ Inc
Michigan
$303K -$213K -22,680 -42%