We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
226
Penobscot Investment Management
Massachusetts
$248K +$238K +16,156 New
HCM
227
Hengehold Capital Management
Ohio
$240K +$230K +15,632 New
BFA
228
Beaumont Financial Advisors
Massachusetts
$231K +$5.71K +388 +3%
UAS
229
United Asset Strategies
New York
$227K +$218K +14,796 New
CAM
230
Cubic Asset Management
Massachusetts
$224K
PFA
231
Pure Financial Advisors
California
$224K +$214K +14,540 New
PFC
232
Phocas Financial Corp
California
$216K +$207K +14,060 New
GT
233
Glenmede Trust
Pennsylvania
$215K +$206K +14,000 New
CWM
234
Concert Wealth Management
California
$209K +$67.2K +4,568 +51%
PWM
235
Perigon Wealth Management
California
$208K -$38.9K -2,644 -17%
RWA
236
RGT Wealth Advisors
Texas
$205K -$52.9K -3,596 -21%
PSUF
237
People's United Financial
Connecticut
$204K +$87.2K +5,928 +81%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$189K
PCP
239
Proficio Capital Partners
Massachusetts
$184K
TIM
240
Tortoise Investment Management
New York
$183K -$6.29K -428 -3%
AIM
241
Anchor Investment Management
South Carolina
$172K
WCM
242
Wealthcare Capital Management
Virginia
$172K +$59 +4 +0%
JWM
243
Jacobus Wealth Management
Wisconsin
$157K +$150K +10,220 New
AssetMark Inc
244
AssetMark Inc
California
$152K -$14.8K -1,008 -9%
ACM
245
Armbruster Capital Management
New York
$146K -$9.35K -636 -6%
EA
246
Edge Advisors
Georgia
$144K +$138K +9,376 New
APSP
247
Asset Planning Services (Pennsylvania)
Pennsylvania
$141K -$18.9K -1,284 -12%
LWM
248
LBA Wealth Management
Florida
$117K
GBBWRPM
249
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$112K -$21.4K -1,452 -17%
WOC
250
West Oak Capital
California
$107K -$9.24K -628 -8%