Want to track SCHB and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AL Acas LLC Acas LLC | 24,081 | $429,224.63 | $712,017.38 | $282,792.75 | 65.88% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 557,350 | $8.83M | $16.29M | $7.46M | 84.43% |
 Kyle P. Smith NewEdge Wealth LLC | 84,564 | $2.03M | $2.5M | $468,881.81 | 23.13% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 180,256 | $3.99M | $5.32M | $1.33M | 33.38% |
 Joseph Castro Nuveen LLC | 37,819 | $1.1M | $1.12M | $20,425.5 | 1.86% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 1.64M | $29.07M | $48.01M | $18.94M | 65.17% |
 Spencer Rand Five Oceans Advisors | 408,313 | $7.06M | $12.05M | $5M | 70.79% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 38,675 | $719,951.61 | $1.14M | $420,574.14 | 58.42% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 473,585 | $8.23M | $14.01M | $5.78M | 70.17% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,225 | $386,641.75 | $475,554.75 | $88,913 | 23% |
 Adam J. Peck Riverwater Partners LLC | 8,961 | $166,604.25 | $264,618.33 | $98,014.08 | 58.83% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 876 | $22,977.49 | $25,877.04 | $2,899.55 | 12.62% |
 Sima Elimelech Activest Wealth Management | 807 | $20,255.7 | $23,806.5 | $3,550.8 | 17.53% |
 Eddie Wilcox Rollins Financial Advisors LLC | 23,877 | $443,085.49 | $707,234.35 | $264,148.86 | 59.62% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 14,240 | $357,424 | $420,080 | $62,656 | 17.53% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 10,344 | $201,968.02 | $306,441 | $104,472.98 | 51.73% |
 Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,889 | $221,269.45 | $289,549.92 | $68,280.47 | 30.86% |
 Robert Tutela Essex LLC | 87,143 | $1.51M | $2.57M | $1.06M | 70.23% |
 Brian Baylis Bell Investment Advisors Inc. | 1,717 | $37,602.72 | $50,874.71 | $13,271.99 | 35.3% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,130 | $21,276.77 | $33,335 | $12,058.23 | 56.67% |
2026 © Marketlog. All Rights Reserved.
