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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
$830M -$4.34M -304,974 -0.6%
MFRM
2
Milliman Financial Risk Management
Illinois
$464M +$21.8M +1,533,216 +5%
SCM
3
SCS Capital Management
Massachusetts
$444M -$20.8M -1,462,752 -5%
Betterment LLC
4
Betterment LLC
New York
$411M -$25.1M -1,761,942 -6%
EK
5
Evensky & Katz
Florida
$214M -$5.18M -363,876 -3%
HP
6
HT Partners
Connecticut
$116M -$8.67M -608,814 -7%
HSA
7
HBK Sorce Advisory
Pennsylvania
$103M +$2.09M +146,952 +2%
SG
8
Strid Group
Pennsylvania
$97.5M -$1.33M -93,702 -1%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$96.9M -$759K -53,256 -0.8%
EA
10
Evergreen Advisors
Tennessee
$84.1M -$4.69M -329,376 -6%
JIP
11
JBJ Investment Partners
South Carolina
$83.7M +$4.45M +312,720 +6%
HB
12
Homrich & Berg
Georgia
$81.7M +$12.6M +884,952 +20%
BFG
13
Bouchey Financial Group
New York
$80.9M +$198K +13,896 +0.3%
CC
14
Callan Capital
California
$80.2M -$4.53M -317,778 -6%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$70.4M +$1.29M +90,336 +2%
Bank of America
16
Bank of America
North Carolina
$68.8M -$704K -49,392 -1%
HCM
17
Hengehold Capital Management
Ohio
$65.7M +$7.78M +546,210 +14%
AP
18
Agilis Partners
Massachusetts
$62.6M +$2.78M +195,048 +5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.5M -$472K -33,126 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$50.1M +$2.05M +143,688 +5%
UCFA
21
United Capital Financial Advisors
Texas
$48M -$538K -37,764 -1%
TIM
22
Total Investment Management
Arizona
$47.6M +$42.1M +2,955,258 +1,586%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$47.2M +$5.55M +389,424 +14%
CWM
24
Circle Wealth Management
New Jersey
$46.8M -$904K -63,498 -2%
Brown Advisory
25
Brown Advisory
Maryland
$46.4M +$185K +12,978 +0.4%
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