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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
$1.24B -$245M -15,672,735 -17%
Betterment LLC
2
Betterment LLC
New York
$340M -$5.96M -380,901 -2%
SCM
3
SCS Capital Management
Massachusetts
$214M -$16.2M -1,033,851 -7%
EK
4
Evensky & Katz
Florida
$188M -$20.2K -1,290 -0%
R
5
Rebalance
California
$143M +$1.65M +105,507 +1%
SG
6
Strid Group
Pennsylvania
$116M +$2.88M +184,026 +3%
HWM
7
HB Wealth Management
Georgia
$116M -$14M -894,882 -11%
HCM
8
Hengehold Capital Management
Ohio
$116M +$9M +575,832 +9%
HP
9
HT Partners
Connecticut
$111M -$2.32M -148,353 -2%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$105M +$1.6M +102,468 +2%
CC
11
Callan Capital
California
$104M +$1.79M +114,345 +2%
EA
12
Evergreen Advisors
Tennessee
$102M +$2.28M +145,794 +2%
BFG
13
Bouchey Financial Group
New York
$96.8M +$257K +16,413 +0.3%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$84.2M -$1.36M -86,892 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$79.4M -$4.18M -267,609 -5%
FWM
16
FFT Wealth Management
Pennsylvania
$75.7M +$1.64M +105,087 +2%
LP
17
LGL Partners
Pennsylvania
$73M +$277K +17,703 +0.4%
HWA
18
HHM Wealth Advisors
Tennessee
$70.8M -$2M -128,205 -3%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$70.1M +$3.87M +247,773 +6%
SFS
20
Summit Financial Strategies
Ohio
$66.5M +$1.04M +66,678 +2%
Mariner
21
Mariner
Kansas
$60.4M -$1.66M -106,383 -3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$53.8M +$3.5M +223,584 +7%
BP
23
Ballentine Partners
Massachusetts
$53.8M -$794K -50,799 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$52.9M -$48.9M -3,125,358 -49%
Bank of America
25
Bank of America
North Carolina
$49.1M -$17.2M -1,102,923 -26%
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