We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B -$51M -2,905,959 -3%
Betterment LLC
2
Betterment LLC
New York
$397M -$3.74M -212,829 -0.9%
SCM
3
SCS Capital Management
Massachusetts
$327M -$22.2M -1,265,343 -6%
MFRM
4
Milliman Financial Risk Management
Illinois
$223M -$84.1M -4,791,771 -28%
EK
5
Evensky & Katz
Florida
$214M +$194K +11,034 +0.1%
HP
6
HT Partners
Connecticut
$133M +$548K +31,215 +0.4%
SG
7
Strid Group
Pennsylvania
$130M +$3.73M +212,523 +3%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$118M -$10.5M -600,762 -8%
CC
9
Callan Capital
California
$111M +$5.9M +336,237 +6%
EA
10
Evergreen Advisors
Tennessee
$108M +$2.54M +144,687 +2%
CJFS
11
Coulter & Justus Financial Services
Tennessee
$108M +$107M +6,075,435 New
BFG
12
Bouchey Financial Group
New York
$107M +$6.7M +381,501 +7%
HCM
13
Hengehold Capital Management
Ohio
$103M -$10.1M -576,936 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$102M +$30.2K +1,719 +0%
HWM
15
HB Wealth Management
Georgia
$99M +$6.83M +389,001 +8%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$94.8M +$4.35M +248,076 +5%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$86.7M +$4.04M +230,313 +5%
FWM
18
FFT Wealth Management
Pennsylvania
$80.6M +$735K +41,862 +0.9%
Creative Planning
19
Creative Planning
Kansas
$80M +$46.9M +2,674,674 +147%
Mariner
20
Mariner
Kansas
$72M +$31M +1,764,102 +77%
LP
21
LGL Partners
Pennsylvania
$70.9M +$201K +11,448 +0.3%
SFS
22
Summit Financial Strategies
Ohio
$69.1M -$633K -36,078 -0.9%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$66.3M -$1.28M -72,639 -2%
HWA
24
HHM Wealth Advisors
Tennessee
$65.2M +$15.6M +886,338 +32%
HSA
25
HBK Sorce Advisory
Pennsylvania
$60.3M -$1.54M -87,975 -3%