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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
H
301
HoyleCohen
California
$369K +$362K +21,136 New
LFS
302
Legacy Financial Strategies
Kansas
$366K +$359K +20,968 New
RPA
303
Rock Point Advisors
Vermont
$364K -$26.2K -1,528 -7%
AIA
304
Armor Investment Advisors
North Carolina
$364K +$20.5K +1,200 +6%
PIM
305
Penobscot Investment Management
Massachusetts
$359K -$5.27K -308 -1%
HB
306
Homrich & Berg
Georgia
$357K +$11.8K +688 +3%
TIA
307
Tiemann Investment Advisors
California
$352K -$6.85K -400 -2%
FPCG
308
Fort Pitt Capital Group
Pennsylvania
$339K +$333K +19,436 New
JWM
309
Janiczek Wealth Management
Colorado
$333K -$685 -40 -0.2%
4IG
310
440 Investment Group
Kansas
$328K – – –
TIM
311
Tortoise Investment Management
New York
$328K +$39.1K +2,284 +14%
CCA
312
Clearwater Capital Advisors
Illinois
$320K +$10.3K +600 +3%
OFG
313
Oxford Financial Group
Indiana
$315K +$2.05K +120 +0.7%
S
314
SignatureFD
Georgia
$312K -$24.9K -1,452 -8%
EAM
315
Evanson Asset Management
California
$312K +$685 +40 +0.2%
CIC
316
Carnegie Investment Counsel
Ohio
$310K +$46.6K +2,720 +18%
EWA
317
EP Wealth Advisors
California
$308K +$302K +17,652 New
GIA
318
GHP Investment Advisors
Colorado
$305K +$299K +17,476 New
DIA
319
Davidson Investment Advisors
Montana
$302K +$75.7K +4,420 +34%
W
320
Wealthfront
California
$297K +$43.3K +2,528 +17%
FRA
321
Front Row Advisors
California
$295K +$289K +16,904 New
PV
322
Private Vista
Illinois
$294K +$4.25K +248 +1%
PWM
323
Perigon Wealth Management
California
$290K +$89K +5,200 +45%
FG
324
Fiduciary Group
Georgia
$286K -$10.3K -600 -4%
CAM
325
Carret Asset Management
New York
$281K – – –
11 12
13
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