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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
$731M +$15.6M +1,182,792 +2%
SCM
2
SCS Capital Management
Massachusetts
$408M -$17.5M -1,334,460 -4%
MFRM
3
Milliman Financial Risk Management
Illinois
$386M -$13.1M -999,762 -3%
Betterment LLC
4
Betterment LLC
New York
$384M -$39.4M -2,993,724 -9%
EK
5
Evensky & Katz
Florida
$193M -$11.2M -852,780 -6%
HP
6
HT Partners
Connecticut
$109M +$258K +19,602 +0.2%
UBS Group
7
UBS Group
Switzerland
$94.7M +$295K +22,398 +0.3%
HSA
8
HBK Sorce Advisory
Pennsylvania
$88.4M +$2.79M +212,388 +3%
SG
9
Strid Group
Pennsylvania
$86.6M +$52.5K +3,996 +0.1%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$85.5M -$1.48M -112,764 -2%
EA
11
Evergreen Advisors
Tennessee
$77.9M -$234K -17,814 -0.3%
CC
12
Callan Capital
California
$74.4M +$2.81M +213,486 +4%
BFG
13
Bouchey Financial Group
New York
$70.6M +$392K +29,784 +0.6%
JIP
14
JBJ Investment Partners
South Carolina
$69.1M +$33.3M +2,530,332 +95%
Bank of America
15
Bank of America
North Carolina
$60.9M +$139K +10,608 +0.2%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$60.4M -$557K -42,348 -0.9%
HB
17
Homrich & Berg
Georgia
$59.8M -$1.11M -84,120 -2%
AP
18
Agilis Partners
Massachusetts
$52.2M +$18.5M +1,405,674 +56%
HCM
19
Hengehold Capital Management
Ohio
$50.3M +$4.79M +364,188 +11%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.6M -$34.1K -2,592 -0.1%
UCFA
21
United Capital Financial Advisors
Texas
$42.5M -$545K -41,424 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$41.9M +$814K +61,872 +2%
CWM
23
Circle Wealth Management
New Jersey
$41.8M -$6.06M -461,058 -13%
Brown Advisory
24
Brown Advisory
Maryland
$40.5M -$563K -42,792 -1%
HWA
25
HHM Wealth Advisors
Tennessee
$37.2M -$810K -61,578 -2%
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