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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
$1.27B -$42.3M -2,449,593 -3%
Betterment LLC
2
Betterment LLC
New York
$363M -$11.3M -653,271 -3%
SCM
3
SCS Capital Management
Massachusetts
$225M -$10.4M -599,568 -5%
R
4
Rebalance
California
$199M -$2.09M -121,050 -1%
EK
5
Evensky & Katz
Florida
$197M -$1.48M -85,962 -0.8%
HCM
6
Hengehold Capital Management
Ohio
$168M +$1.56M +90,354 +1%
SG
7
Strid Group
Pennsylvania
$137M +$116K +6,735 +0.1%
BFG
8
Bouchey Financial Group
New York
$133M +$12.3M +713,715 +11%
HWM
9
HB Wealth Management
Georgia
$130M -$39.6K -2,295 -0%
HighTower Advisors
10
HighTower Advisors
Illinois
$130M +$26.9M +1,559,013 +29%
HP
11
HT Partners
Connecticut
$124M -$90.5K -5,241 -0.1%
EA
12
Evergreen Advisors
Tennessee
$123M +$1.12M +65,067 +1%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$120M -$444K -25,716 -0.4%
CC
14
Callan Capital
California
$118M +$2.25M +130,296 +2%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$106M +$28.8K +1,665 +0%
Morgan Stanley
16
Morgan Stanley
New York
$102M +$49.9M +2,889,864 +110%
FWM
17
FFT Wealth Management
Pennsylvania
$90.9M +$2.05M +118,824 +2%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$90.1M -$566K -32,769 -0.7%
LP
19
LGL Partners
Pennsylvania
$86M +$335K +19,401 +0.4%
HWA
20
HHM Wealth Advisors
Tennessee
$85.7M +$788K +45,600 +1%
MIS
21
Morningstar Investment Services
Illinois
$79.7M +$39.4M +2,282,286 +114%
SFS
22
Summit Financial Strategies
Ohio
$76.9M -$878K -50,841 -1%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$75.4M -$3.84M -222,375 -5%
Mariner
24
Mariner
Kansas
$69.2M +$283K +16,383 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$64.9M -$6.59M -381,561 -10%
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