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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
$1.26B -$72.3M -4,434,888 -6%
Betterment LLC
2
Betterment LLC
New York
$357M -$10.5M -646,551 -3%
SCM
3
SCS Capital Management
Massachusetts
$223M -$7.19M -441,303 -3%
EK
4
Evensky & Katz
Florida
$195M -$7.45M -456,735 -4%
R
5
Rebalance
California
$185M +$29.4M +1,803,597 +20%
HCM
6
Hengehold Capital Management
Ohio
$143M +$16.9M +1,035,753 +14%
SG
7
Strid Group
Pennsylvania
$126M +$600K +36,831 +0.5%
HWM
8
HB Wealth Management
Georgia
$123M -$1.89M -115,905 -2%
HP
9
HT Partners
Connecticut
$120M -$199K -12,210 -0.2%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$113M -$841K -51,594 -0.8%
EA
11
Evergreen Advisors
Tennessee
$111M +$544K +33,357 +0.5%
CC
12
Callan Capital
California
$108M -$3.99M -244,545 -4%
BFG
13
Bouchey Financial Group
New York
$107M +$2.22M +136,347 +2%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$92.8M +$1.78M +109,236 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$84.6M -$1.12M -68,502 -1%
FWM
16
FFT Wealth Management
Pennsylvania
$82.1M +$258K +15,834 +0.3%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$81.3M +$5.28M +323,856 +7%
LP
18
LGL Partners
Pennsylvania
$79.2M +$274K +16,827 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$77.6M +$1.12M +68,493 +2%
SFS
20
Summit Financial Strategies
Ohio
$72M +$101K +6,183 +0.1%
Mariner
21
Mariner
Kansas
$63M -$2.12M -129,954 -3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$57.8M -$359K -22,020 -0.7%
BP
23
Ballentine Partners
Massachusetts
$57.5M -$568K -34,857 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$54.9M -$2.15M -131,664 -4%
HighTower Advisors
25
HighTower Advisors
Illinois
$53.9M +$1.04M +63,573 +2%
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