We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
201
KCM Investment Advisors
California
$3.94M +$556K +34,665 +15%
SOAG
202
Silver Oak Advisory Group
Oregon
$3.94M -$330K -20,559 -7%
BlackRock
203
BlackRock
New York
$3.93M -$142K -8,823 -3%
EI
204
Ellevest Inc
New York
$3.93M +$996K +62,076 +30%
LCM
205
Liberty Capital Management
Michigan
$3.88M -$1.15M -71,340 -21%
BPA
206
Beacon Pointe Advisors
California
$3.87M -$1.13M -70,332 -21%
LBC
207
Lowe Brockenbrough & Co
Virginia
$3.84M +$459K +28,599 +12%
FA
208
Fagan Associates
New York
$3.84M -$2.11M -131,622 -34%
BSW
209
Buckingham Strategic Wealth
Missouri
$3.78M -$121K -7,545 -3%
ICM
210
Islay Capital Management
Texas
$3.74M -$4.48M -279,225 -52%
LIM
211
Leavell Investment Management
Alabama
$3.71M +$69.1K +4,308 +2%
Northern Trust
212
Northern Trust
Illinois
$3.71M -$13.1K -816 -0.3%
VA
213
Valmark Advisers
Ohio
$3.71M +$96.9K +6,039 +2%
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$3.7M
RDWM
215
Red Door Wealth Management
Tennessee
$3.7M -$2.21K -138 -0.1%
RSWM
216
Robertson Stephens Wealth Management
California
$3.68M -$1.22M -76,236 -23%
RW
217
REDW Wealth
New Mexico
$3.67M -$113K -7,029 -3%
FCM
218
Firestone Capital Management
Florida
$3.66M +$241K +15,036 +6%
CIAS
219
Capital Investment Advisory Services
North Carolina
$3.64M +$326K +20,331 +9%
WFA
220
Wade Financial Advisory
California
$3.62M +$924K +57,582 +31%
BIP
221
Blueprint Investment Partners
North Carolina
$3.59M -$4.3M -267,801 -52%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$3.57M -$12.3K -768 -0.3%
CSWM
223
Cassady Schiller Wealth Management
Ohio
$3.55M -$12.4K -774 -0.3%
WBCM
224
Wilson & Boucher Capital Management
California
$3.52M -$57.8K -3,600 -1%
SWRP
225
Summit Wealth & Retirement Planning
California
$3.51M +$7.61K +474 +0.2%