We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
201
Naples Global Advisors
Florida
$2.33M +$73K +6,036 +3%
FC
202
Financial Consulate
Maryland
$2.32M +$39.4K +3,258 +1%
BSW
203
Buckingham Strategic Wealth
Missouri
$2.3M +$572K +47,268 +26%
FCM
204
Firestone Capital Management
Florida
$2.29M +$332K +27,414 +14%
FWM
205
Filbrandt Wealth Management
Wisconsin
$2.24M +$1.55M +128,478 +136%
SBL
206
Sargent Bickham Lagudis
Colorado
$2.22M -$214K -17,718 -7%
NI
207
NYL Investors
New York
$2.2M -$545K -45,000 -17%
LIM
208
Leavell Investment Management
Alabama
$2.19M -$28.2K -2,328 -1%
DWM
209
Destination Wealth Management
California
$2.19M +$327K +27,018 +14%
VC
210
Voit & Company
Wisconsin
$2.17M -$317K -26,226 -11%
SWM
211
Southern Wealth Management
Texas
$2.15M +$383K +31,626 +17%
AWA
212
Alaska Wealth Advisors
Alaska
$2.13M +$190K +15,666 +8%
SA
213
SRH Advisors
Kansas
$2.1M +$27.8K +2,298 +1%
VA
214
Valmark Advisers
Ohio
$2.1M +$216K +17,886 +9%
BAM
215
Belpointe Asset Management
Nevada
$2.1M -$639K -52,794 -20%
SAM
216
Sawgrass Asset Management
Florida
$2.08M
RDWM
217
Red Door Wealth Management
Tennessee
$2.05M +$116K +9,612 +5%
PA
218
PFG Advisors
Arizona
$2.04M +$667K +55,152 +42%
VCAM
219
Van Cleef Asset Management
Ohio
$2.03M -$1.4M -115,470 -36%
PMFA
220
Plante Moran Financial Advisors
Michigan
$2.02M -$467K -38,610 -16%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$2.01M -$333K -27,522 -12%
GPFA
222
Game Plan Financial Advisors
Ohio
$2M +$72.9K +6,024 +3%
EVM
223
Eaton Vance Management
Massachusetts
$1.99M -$110K -9,072 -4%
CMBA
224
C.M. Bidwell & Associates
Hawaii
$1.98M -$104K -8,562 -4%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$1.93M -$1.16M -95,478 -33%