We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.37B -$36.5M -1,710,972 -3%
Betterment LLC
2
Betterment LLC
New York
$403M -$7.41M -347,082 -2%
R
3
Rebalance
California
$254M +$10.7M +503,361 +5%
SCM
4
SCS Capital Management
Massachusetts
$251M -$7.41M -346,887 -3%
EK
5
Evensky & Katz
Florida
$216M -$3.96M -185,634 -2%
HCM
6
Hengehold Capital Management
Ohio
$203M +$2.49M +116,469 +1%
SG
7
Strid Group
Pennsylvania
$191M +$7.13M +333,843 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$177M +$12.3M +574,440 +8%
BFG
9
Bouchey Financial Group
New York
$173M +$3.61M +169,221 +2%
HWM
10
HB Wealth Management
Georgia
$148M -$976K -45,708 -0.7%
EA
11
Evergreen Advisors
Tennessee
$147M +$1.51M +70,542 +1%
CC
12
Callan Capital
California
$135M -$963K -45,087 -0.7%
HP
13
HT Partners
Connecticut
$133M -$15.3M -715,254 -11%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$130M +$599K +28,044 +0.5%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$124M +$7.34M +343,926 +7%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$119M -$1.4M -65,559 -1%
AI
17
Accredited Investors
Minnesota
$108M +$496K +23,247 +0.5%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$93.1M +$9.75M +456,864 +12%
SFS
19
Summit Financial Strategies
Ohio
$92.3M -$738K -34,587 -0.8%
HWA
20
HHM Wealth Advisors
Tennessee
$89.4M -$11.4M -532,554 -12%
TCM
21
TruNorth Capital Management
Michigan
$87.8M +$1.15M +53,799 +1%
Mariner
22
Mariner
Kansas
$82M -$675K -31,593 -0.8%
MF
23
Manchester Financial
California
$77.1M +$20.5M +960,162 +38%
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$76.7M +$5.68M +265,923 +8%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$75.9M -$22.1M -1,036,965 -23%