We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
201
Main Street Financial Solutions
Pennsylvania
$7.29M -$7.42K -366 -0.1%
JWA
202
JFS Wealth Advisors
Pennsylvania
$7.26M +$563K +27,789 +9%
CFMC
203
Curbstone Financial Management Corp
New Hampshire
$7.26M -$149K -7,350 -2%
JIC
204
Johnson Investment Counsel
Ohio
$7.18M +$610K +30,093 +10%
OFG
205
Orcam Financial Group
California
$6.89M -$88.1K -4,350 -1%
JPLA
206
Joseph P. Lucia & Associates
New York
$6.53M +$715K +35,301 +13%
CAM
207
Cresset Asset Management
Illinois
$6.44M +$329K +16,248 +6%
BIP
208
Blueprint Investment Partners
North Carolina
$6.38M -$331K -16,359 -5%
AIA
209
Arcadia Investment Advisors
Idaho
$6.3M -$51.3K -2,532 -0.8%
DWM
210
Destination Wealth Management
California
$6.26M -$186K -9,159 -3%
VA
211
Valmark Advisers
Ohio
$6.19M +$94.3K +4,653 +2%
CFO
212
CVA Family Office
Colorado
$6.19M -$99.9K -4,929 -2%
BA
213
Ballast Advisors
Minnesota
$5.93M -$4.07K -201 -0.1%
WBCM
214
Wilson & Boucher Capital Management
California
$5.88M +$287K +14,145 +5%
EFN
215
Equita Financial Network
Pennsylvania
$5.86M -$1.11M -54,618 -16%
LJAC
216
L.J. Altfest & Co
New York
$5.83M +$54K +2,667 +1%
WKWM
217
Walter & Keenan Wealth Management
Indiana
$5.75M -$13.7K -675 -0.2%
FWM
218
FFT Wealth Management
Pennsylvania
$5.65M -$390K -19,242 -7%
SFA
219
Souders Financial Advisors
Ohio
$5.61M +$378K +18,669 +8%
WFA
220
Wade Financial Advisory
California
$5.56M -$9.72K -480 -0.2%
PMG
221
ProVise Management Group
Florida
$5.54M -$78.2K -3,858 -1%
MPI
222
Mairs & Power Inc
Minnesota
$5.52M -$88K -4,344 -2%
BA
223
Brightwater Advisory
Florida
$5.51M +$224K +11,070 +4%
BSW
224
Buckingham Strategic Wealth
Missouri
$5.46M -$30.1K -1,485 -0.6%
AQR Capital Management
225
AQR Capital Management
Connecticut
$5.39M +$62.4K +3,078 +1%