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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$750M +$97.3M +8,044,248 +12%
Betterment LLC
2
Betterment LLC
New York
$363M -$37M -3,058,476 -8%
SCM
3
SCS Capital Management
Massachusetts
$319M +$383M +31,668,900 New
MFRM
4
Milliman Financial Risk Management
Illinois
$270M -$374M -30,904,092 -54%
Northern Trust
5
Northern Trust
Illinois
$185M +$189K +15,642 +0.1%
EK
6
Evensky & Katz
Florida
$160M -$1.7M -140,802 -0.9%
UBS Group
7
UBS Group
Switzerland
$113M -$19.6M -1,621,728 -13%
HP
8
HT Partners
Connecticut
$83.1M +$2.75M +227,088 +3%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$70.1M -$5.28M -436,296 -6%
SG
10
Strid Group
Pennsylvania
$67.2M +$161K +13,338 +0.2%
HB
11
Homrich & Berg
Georgia
$59M -$151K -12,462 -0.2%
EA
12
Evergreen Advisors
Tennessee
$58.4M -$12.5M -1,036,074 -15%
HSA
13
HBK Sorce Advisory
Pennsylvania
$55.2M +$54.8M +4,530,180 +476%
PCA
14
Personal Capital Advisors
California
$53.3M +$41.3M +3,415,002 +208%
BFG
15
Bouchey Financial Group
New York
$51M +$176K +14,514 +0.3%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$45.1M +$1.01M +83,292 +2%
TIM
17
Total Investment Management
Arizona
$45M -$1.75M -145,008 -3%
Bank of America
18
Bank of America
North Carolina
$43.9M -$35.7M -2,952,396 -40%
CWM
19
Circle Wealth Management
New Jersey
$37.2M -$3.92M -324,366 -8%
UCFA
20
United Capital Financial Advisors
Texas
$34.8M -$2.21M -182,376 -5%
HCM
21
Hengehold Capital Management
Ohio
$33.9M -$6.38M -527,556 -14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$33.3M +$112K +9,270 +0.3%
MF
23
Manchester Financial
California
$32.1M -$2.14M -176,934 -5%
Brown Advisory
24
Brown Advisory
Maryland
$30.9M -$538K -44,484 -1%
A
25
AdvicePeriod
California
$30.1M +$1.46M +120,522 +4%
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