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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
$1.39B +$209M +13,902,048 +18%
Betterment LLC
2
Betterment LLC
New York
$324M -$7.77M -517,092 -2%
SCM
3
SCS Capital Management
Massachusetts
$216M -$21.9M -1,457,202 -9%
EK
4
Evensky & Katz
Florida
$176M -$1.29M -85,710 -0.7%
R
5
Rebalance
California
$132M +$133M +8,844,063 New
HWM
6
HB Wealth Management
Georgia
$122M +$28.2M +1,877,787 +30%
SG
7
Strid Group
Pennsylvania
$106M -$3.99M -265,701 -4%
HP
8
HT Partners
Connecticut
$106M -$2.42M -161,133 -2%
HCM
9
Hengehold Capital Management
Ohio
$100M -$1.29M -85,512 -1%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$96.9M -$170K -11,301 -0.2%
HSA
11
HBK Sorce Advisory
Pennsylvania
$96.2M +$45.9M +3,054,069 +90%
CC
12
Callan Capital
California
$95.7M +$1.59M +105,489 +2%
EA
13
Evergreen Advisors
Tennessee
$93.2M -$796K -52,998 -0.8%
BFG
14
Bouchey Financial Group
New York
$90.4M -$1.63M -108,672 -2%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$80.1M +$5.33M +354,399 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$78.3M -$4.47M -297,294 -5%
FWM
17
FFT Wealth Management
Pennsylvania
$69.3M +$778K +51,741 +1%
HWA
18
HHM Wealth Advisors
Tennessee
$68.2M +$3.53M +235,041 +5%
LP
19
LGL Partners
Pennsylvania
$68.1M +$313K +20,805 +0.5%
Bank of America
20
Bank of America
North Carolina
$62.4M +$20.5M +1,363,992 +48%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$61.9M +$19.7M +1,313,787 +46%
SFS
22
Summit Financial Strategies
Ohio
$61.3M -$457K -30,426 -0.7%
Mariner
23
Mariner
Kansas
$58.2M -$3.67M -244,125 -6%
BP
24
Ballentine Partners
Massachusetts
$51.1M +$17.8M +1,183,878 +53%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$48.8M -$4.21M -279,918 -8%
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