We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
351
CRA Financial Services
New Jersey
$1.4M -$243K -11,874 -15%
OFG
352
Omega Financial Group
California
$1.38M +$214K +10,434 +18%
JGCM
353
Joseph Group Capital Management
Ohio
$1.38M -$38.9K -1,900 -3%
DWMG
354
DB Wealth Management Group
California
$1.37M -$369K -17,984 -21%
KAS
355
Kestra Advisory Services
Texas
$1.36M +$435K +21,240 +46%
RDIA
356
RE Dickinson Investment Advisors
Iowa
$1.35M -$189K -9,206 -12%
PWA
357
Pillar Wealth Advisors
Pennsylvania
$1.35M -$74.2K -3,622 -5%
SPFA
358
Summit Place Financial Advisors
New Jersey
$1.34M +$339K +16,550 +33%
AIM
359
Aspen Investment Management
Michigan
$1.34M +$28.4K +1,388 +2%
LC
360
LTG Capital
Massachusetts
$1.33M +$65.5K +3,198 +5%
MAS
361
Meeder Advisory Services
Ohio
$1.33M +$1.34M +65,448 New
LCM
362
Liberty Capital Management
Michigan
$1.3M +$230K +11,232 +21%
WCM
363
Wisconsin Capital Management
Wisconsin
$1.3M
FCM
364
Firestone Capital Management
Florida
$1.29M +$220K +10,742 +20%
PCMC
365
Private Capital Management (Colorado)
Colorado
$1.29M -$106K -5,166 -8%
GRP
366
Global Retirement Partners
California
$1.25M -$44.8K -2,186 -3%
AFAS
367
Acorn Financial Advisory Services
Virginia
$1.25M +$191K +9,306 +18%
FBB
368
Fulton Breakefield Broenniman
Maryland
$1.25M +$55.7K +2,720 +5%
CA
369
Cetera Advisors
Colorado
$1.24M +$257K +12,524 +26%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$822K +40,116 +191%
William Blair & Company
371
William Blair & Company
Illinois
$1.24M +$112K +5,476 +10%
CWM
372
Campbell Wealth Management
Virginia
$1.23M +$41.8K +2,042 +3%
CA
373
Cambridge Advisors
Nebraska
$1.22M +$86.3K +4,210 +8%
CFG
374
Cooper Financial Group
California
$1.21M +$1.23M +59,838 New
NIM
375
Nicollet Investment Management
Minnesota
$1.2M +$10.6K +516 +0.9%