We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Pinnacle Associates
New York
$2.72M -$47.7K -1,880 -2%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$2.71M +$368K +14,496 +16%
DW
253
Domani Wealth
Pennsylvania
$2.71M
NCM
254
Next Capital Management
New York
$2.7M +$265K +10,424 +11%
ACM
255
Anfield Capital Management
California
$2.69M +$2.62M +103,208 New
KFS
256
Kaizen Financial Strategies
California
$2.69M +$2.73M +107,368 New
WA
257
WBH Advisory
Maryland
$2.66M +$176K +6,916 +7%
CAM
258
Cresset Asset Management
Illinois
$2.66M +$1.23M +48,332 +83%
CCM
259
Coldstream Capital Management
Washington
$2.63M +$622K +24,512 +19%
PWM
260
Provident Wealth Management
Tennessee
$2.61M +$278K +10,956 +12%
MWP
261
Moller Wealth Partners
$2.56M -$2.23K -88 -0.1%
JWA
262
JFS Wealth Advisors
Pennsylvania
$2.52M -$215K -8,452 -8%
SLT
263
St Louis Trust
Missouri
$2.51M
SBH
264
Segall Bryant & Hamill
Illinois
$2.5M -$155K -6,108 -6%
BC
265
Bartlett & Co
Ohio
$2.46M -$17.8K -700 -0.7%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.46M -$17.8K -700 -0.7%
AIM
267
Anchor Investment Management
South Carolina
$2.45M -$9.35K -368 -0.4%
PCMC
268
Private Capital Management (Colorado)
Colorado
$2.43M -$166K -6,556 -6%
CWA
269
Clearview Wealth Advisors
Oregon
$2.42M -$61.5K -2,420 -2%
GWM
270
GSB Wealth Management
Connecticut
$2.42M +$180K +7,104 +8%
DWMG
271
DB Wealth Management Group
California
$2.41M +$155K +6,112 +7%
CA
272
Continuum Advisory
Idaho
$2.41M +$2.09M +82,280 +589%
PFA
273
Pinnacle Family Advisors
Missouri
$2.4M +$204K +8,040 +9%
SPFA
274
Summit Place Financial Advisors
New Jersey
$2.4M +$383K +15,092 +19%
B
275
Brightworth
Georgia
$2.4M +$155K +6,088 +7%