We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
326
Capital Investment Advisory Services
North Carolina
$585K +$8.58K +508 +1%
BJ
327
Brouwer & Janachowski
California
$581K +$75.7K +4,480 +13%
MGIA
328
Moneta Group Investment Advisors
Missouri
$578K -$315K -18,632 -33%
JWM
329
JFG Wealth Management
Colorado
$575K +$641K +37,952 New
GC
330
Grimes & Company
Massachusetts
$573K -$1.73M -102,332 -73%
3C
331
361 Capital
Colorado
$572K -$206K -12,196 -24%
PFC
332
Phocas Financial Corp
California
$568K – – –
LYV
333
Live Your Vision
Pennsylvania
$566K +$53.9K +3,192 +10%
MCM
334
Maxim Capital Management
California
$565K +$630K +37,276 New
SWM
335
Stockman Wealth Management
Montana
$554K +$224K +13,284 +57%
MWP
336
MYCIO Wealth Partners
Pennsylvania
$546K +$946 +56 +0.2%
WCM
337
Wisconsin Capital Management
Wisconsin
$546K +$608K +36,000 New
IA
338
IndexIQ Advisors
New York
$539K +$147K +8,672 +32%
WIA
339
Wealthstreet Investment Advisors
Texas
$537K +$13.5K +800 +3%
TCM
340
Twele Capital Management
Minnesota
$531K +$42.3K +2,504 +8%
F
341
F3Logic
Minnesota
$528K +$88.7K +5,252 +18%
WTC
342
WhitTier Trust Company
Nevada
$520K +$522K +30,908 +923%
NEGWA
343
New England Guild Wealth Advisors
Connecticut
$517K +$350K +20,716 +155%
CBFP
344
Cedar Brook Financial Partners
Ohio
$513K +$571K +33,812 New
AIA
345
Armor Investment Advisors
North Carolina
$509K +$54.1K +3,200 +11%
BRWA
346
B. Riley Wealth Advisors
Florida
$507K -$30.3K -1,792 -5%
FWM
347
Frontier Wealth Management
Missouri
$501K +$331K +19,616 +146%
MF
348
Manchester Financial
California
$501K +$558K +33,012 New
H
349
HoyleCohen
California
$498K +$46K +2,720 +9%
ECM
350
Evergreen Capital Management
Washington
$492K +$141K +8,320 +35%
12 13
14
15 16