We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFRM
1
Milliman Financial Risk Management
Illinois
$896M +$22M +2,016,630 +3%
W
2
Wealthfront
California
$594M -$14.9M -1,366,068 -2%
Betterment LLC
3
Betterment LLC
New York
$216M +$20M +1,825,998 +10%
Northern Trust
4
Northern Trust
Illinois
$200M +$93.4M +8,542,344 +88%
EK
5
Evensky & Katz
Florida
$175M +$6.12M +559,938 +4%
UBS Group
6
UBS Group
Switzerland
$116M -$28M -2,557,122 -20%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$93.3M +$2.07M +188,934 +2%
HP
8
HT Partners
Connecticut
$92.6M -$305K -27,930 -0.3%
Bank of America
9
Bank of America
North Carolina
$77.5M +$13.2M +1,209,936 +21%
SG
10
Strid Group
Pennsylvania
$73.6M +$372K +34,008 +0.5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$54.1M -$1.9M -174,000 -3%
TIM
12
Total Investment Management
Arizona
$53.6M +$471K +43,092 +0.9%
CAI
13
Capital Advisors Inc
Oklahoma
$53.2M +$1.83M +167,022 +4%
BFG
14
Bouchey Financial Group
New York
$45.4M +$2.32M +212,358 +5%
PA
15
Planning Alternatives
Michigan
$41.4M -$5.22M -477,114 -11%
AI
16
Accredited Investors
Minnesota
$40.7M -$1.33M -121,206 -3%
FPCG
17
Fort Pitt Capital Group
Pennsylvania
$40.4M -$2.21M -202,158 -5%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$39.7M +$867K +79,296 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38.5M -$384K -35,082 -1%
HB
20
Homrich & Berg
Georgia
$38.5M +$830K +75,918 +2%
AP
21
Agilis Partners
Massachusetts
$35.3M -$8.82M -806,514 -20%
CWM
22
Circle Wealth Management
New Jersey
$35M +$2.23M +203,676 +7%
UCFA
23
United Capital Financial Advisors
Texas
$32.2M -$968K -88,536 -3%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$29.2M +$8.88M +811,890 +44%
Brown Advisory
25
Brown Advisory
Maryland
$29.2M +$304K +27,804 +1%