We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Rockbridge Investment Management
New York
$899K -$197K -11,452 -18%
RPG
302
Resource Planning Group
Georgia
$884K +$2.07K +120 +0.2%
Citadel Advisors
303
Citadel Advisors
Florida
$854K +$557K +32,380 +183%
TFA
304
Teamwork Financial Advisors
Texas
$846K +$60.6K +3,520 +8%
LGWM
305
Litman Gregory Wealth Management
California
$841K
VAS
306
Valicenti Advisory Services
New York
$824K -$21.8K -1,264 -3%
EWM
307
Evermay Wealth Management
Virginia
$815K -$145K -8,396 -15%
BlackRock
308
BlackRock
New York
$807K -$38.1K -2,216 -4%
TCM
309
Twele Capital Management
Minnesota
$804K
MAG
310
Mayfair Advisory Group
Alabama
$784K -$37.5K -2,180 -5%
MG
311
MilWealth Group
Wisconsin
$777K +$620 +36 +0.1%
AA
312
Alesco Advisors
New York
$767K -$139K -8,060 -15%
WIC
313
Woodmont Investment Counsel
Tennessee
$759K
IFS
314
Ifrah Financial Services
Arkansas
$751K -$53.6K -3,116 -7%
CWM
315
Centric Wealth Management
Illinois
$747K +$760K +44,140 New
RC
316
Roundview Capital
New Jersey
$735K -$39.1K -2,272 -5%
JCIA
317
Jackson Creek Investment Advisors
Colorado
$730K +$735K +42,720 New
FNBT
318
FineMark National Bank & Trust
Florida
$728K +$138 +8 +0%
PA
319
PFG Advisors
Arizona
$725K +$427K +24,812 +165%
LFA
320
Landmark Financial Advisors
Kentucky
$722K -$145K -8,444 -17%
CP
321
Camelot Portfolios
Ohio
$708K +$30.2K +1,756 +4%
CAM
322
Cozad Asset Management
Illinois
$706K -$33.7K -1,960 -5%
RCA
323
Reitz Capital Advisors
Michigan
$702K +$421K +24,464 +147%
WP
324
WealthPLAN Partners
Nebraska
$700K -$64.9K -3,772 -9%
EK
325
Evensky & Katz
Florida
$696K +$183K +10,624 +35%