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
CAM
326
Cozad Asset Management
Illinois
$707K +$648K +43,280 New
FNBT
327
FineMark National Bank & Trust
Florida
$697K -$5.15K -344 -0.8%
SG
328
StoneX Group
New York
$686K +$8.09K +540 +1%
CWS
329
Cypress Wealth Services
California
$670K -$85K -5,676 -12%
H
330
HoyleCohen
California
$666K -$28.6K -1,908 -4%
AFAS
331
Acorn Financial Advisory Services
Virginia
$665K -$599 -40 -0.1%
BBA
332
BLB&B Advisors
Pennsylvania
$664K – – –
TSS
333
Two Sigma Securities
New York
$661K +$606K +40,480 New
NGA
334
Naples Global Advisors
Florida
$654K +$21.9K +1,460 +4%
EWA
335
EP Wealth Advisors
California
$651K -$211K -14,092 -26%
CP
336
Camelot Portfolios
Ohio
$648K +$119K +7,948 +25%
PWMAG
337
Pinnacle Wealth Management Advisory Group
New Jersey
$646K +$47.3K +3,160 +9%
PFC
338
Phocas Financial Corp
California
$629K – – –
BIA
339
Bigelow Investment Advisors
Maine
$624K -$414K -27,668 -42%
OCG
340
Opus Capital Group
Ohio
$622K +$4.55K +304 +0.8%
MCM
341
Maxim Capital Management
California
$615K – – –
WT
342
Whittier Trust
California
$603K – – –
CFO
343
CVA Family Office
Colorado
$600K -$66.4K -4,436 -11%
APA
344
American Portfolios Advisors
New York
$600K +$135K +9,004 +32%
SIC
345
Sigma Investment Counselors
Michigan
$590K -$73.6K -4,912 -12%
ACG
346
Allen Capital Group
Nebraska
$589K -$136K -9,056 -20%
LWMM
347
Legacy Wealth Management (Mississippi)
Mississippi
$588K – – –
FANJ
348
Financial Architects (New Jersey)
New Jersey
$588K -$41.2K -2,752 -7%
SAM
349
Secure Asset Management
Michigan
$588K +$539K +35,972 New
CI
350
Cordant Inc
Oregon
$572K +$135K +9,016 +35%
12 13
14
15 16