We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$380K
Financial Engines Advisors
27
Financial Engines Advisors
California
$353K +$113K +7,788 +47%
AIM
28
Aspen Investment Management
Michigan
$350K -$121K -8,346 -26%
ACA
29
Atlas Capital Advisors
Wyoming
$349K +$259K +17,770 +287%
ACA
30
Ackerman Capital Advisors
Texas
$346K +$345K +23,714 New
CBFP
31
Cedar Brook Financial Partners
Ohio
$323K +$322K +22,120 New
PIA
32
Pinion Investment Advisors
Kansas
$320K +$319K +21,932 New
CWP
33
Capital Wealth Planning
Florida
$307K -$22.5K -1,546 -7%
LIM
34
Leavell Investment Management
Alabama
$244K +$244K +16,760 New
LPL Financial
35
LPL Financial
California
$232K -$195K -13,406 -46%
TNB
36
Thomasville National Bank
Georgia
$203K
WC
37
Westwind Capital
New Mexico
$185K +$2.47K +170 +1%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$161K -$3.32K -228 -2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$98K -$640 -44 -0.6%
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$96K
UBS Group
41
UBS Group
Switzerland
$70K -$37.9K -2,604 -35%
PK
42
Pflug Koory
Nebraska
$60K +$60.2K +4,136 New
ME
43
McIlrath & Eck
Washington
$55K +$54.4K +3,738 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$54K -$75.9K -5,216 -58%
BAMG
45
Brand Asset Management Group
Missouri
$29K +$1.37K +94 +5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$23K +$23.1K +1,590 New
AF
47
Advisornet Financial
Minnesota
$22K
JWA
48
JFS Wealth Advisors
Pennsylvania
$22K +$116 +8 +0.5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$17K
Morgan Stanley
50
Morgan Stanley
New York
$15K +$14.5K +994 +1,988%