We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cedar Wealth Management
California
$1.26M +$607K +35,728 +57%
AIM
227
Anchor Investment Management
South Carolina
$1.23M -$108K -6,336 -6%
BP
228
Broadleaf Partners
Ohio
$1.23M +$51.3K +3,016 +3%
AFA
229
Atlanta Financial Associates
Georgia
$1.23M +$1.62M +95,344 New
PWM
230
Perigon Wealth Management
California
$1.21M +$451K +26,540 +45%
DI
231
Diligent Investors
California
$1.19M -$46.3K -2,724 -3%
GSIS
232
Global Strategic Investment Solutions
Arizona
$1.18M -$71.9K -4,232 -4%
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.18M +$936K +55,064 +151%
ML
234
McAdam LLC
Pennsylvania
$1.17M +$129K +7,608 +9%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$1.17M +$1.24M +72,860 +404%
LWAC
236
Laurel Wealth Advisors (California)
California
$1.16M -$1.13M -66,696 -43%
ECM
237
Evergreen Capital Management
Washington
$1.15M +$767K +45,132 +102%
NRI
238
NFP Retirement Inc
California
$1.15M +$97.3K +5,728 +7%
FC
239
FCA Corp
Texas
$1.15M +$5.03K +296 +0.3%
BC
240
Barnett & Company
Tennessee
$1.14M +$175K +10,308 +13%
DCM
241
Davis Capital Management
Florida
$1.14M +$1.5M +88,436 New
AIA
242
Arcadia Investment Advisors
Idaho
$1.13M +$54K +3,180 +4%
PA
243
Parallel Advisors
California
$1.11M -$1.37M -80,796 -48%
NIM
244
Nicollet Investment Management
Minnesota
$1.1M +$37.3K +2,192 +3%
CNFG
245
Creegan & Nassoura Financial Group
New Hampshire
$1.1M +$3.4K +200 +0.2%
MCM
246
MAI Capital Management
Ohio
$1.09M -$373K -21,924 -21%
BAM
247
Baldrige Asset Management
Pennsylvania
$1.06M -$214K -12,572 -13%
Stifel Financial
248
Stifel Financial
Missouri
$1.06M +$972K +57,208 +229%
TSWM
249
Triangle Securities Wealth Management
North Carolina
$1.05M +$799K +47,028 +136%
PS
250
Portfolio Solutions
Michigan
$1.04M +$697K +41,028 +103%