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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
$1.37B +$139M +8,673,024 +10%
Betterment LLC
2
Betterment LLC
New York
$328M -$1.49M -92,955 -0.4%
SCM
3
SCS Capital Management
Massachusetts
$245M -$27.9M -1,737,546 -9%
EK
4
Evensky & Katz
Florida
$176M -$1.42M -88,374 -0.7%
MFRM
5
Milliman Financial Risk Management
Illinois
$142M -$46.1M -2,870,763 -23%
SG
6
Strid Group
Pennsylvania
$112M +$4.26M +265,524 +4%
HP
7
HT Partners
Connecticut
$107M -$3.43M -213,441 -3%
HCM
8
Hengehold Capital Management
Ohio
$103M +$19.8M +1,231,152 +21%
CC
9
Callan Capital
California
$97.6M +$6.47M +403,107 +6%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$96.2M -$1.78M -110,724 -2%
HWM
11
HB Wealth Management
Georgia
$93.5M +$12.5M +780,600 +14%
BFG
12
Bouchey Financial Group
New York
$90.4M +$2.16M +134,754 +2%
EA
13
Evergreen Advisors
Tennessee
$90.1M +$693K +43,164 +0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$84.1M -$385K -23,964 -0.4%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$72.6M +$908K +56,586 +1%
FWM
16
FFT Wealth Management
Pennsylvania
$67.3M +$616K +38,367 +0.8%
LP
17
LGL Partners
Pennsylvania
$66.6M +$8.65M +538,980 +14%
Mariner
18
Mariner
Kansas
$60M +$430K +26,793 +0.7%
HWA
19
HHM Wealth Advisors
Tennessee
$58.5M +$4.9M +305,142 +8%
SFS
20
Summit Financial Strategies
Ohio
$57.9M +$753K +46,941 +1%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$53.9M -$26.8M -1,672,245 -31%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$53.4M -$1.56M -97,026 -3%
Creative Planning
23
Creative Planning
Kansas
$52.7M -$14.7M -917,232 -20%
HSA
24
HBK Sorce Advisory
Pennsylvania
$50M +$63.1K +3,933 +0.1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$45.4M +$417K +25,956 +0.8%
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