We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
401
Stifel Financial
Missouri
$355K +$69K +4,032 +25%
BF
402
BOK Financial
Oklahoma
$354K +$347K +20,256 New
ACM
403
Avalon Capital Management
California
$344K +$337K +19,704 New
RCA
404
Rowland Carmichael Advisors
Arizona
$342K -$432K -25,244 -56%
FRA
405
Front Row Advisors
California
$340K +$68 +4 +0%
PWW
406
Pettyjohn Wood & White
Virginia
$338K +$9.58K +560 +3%
MCM
407
Manchester Capital Management
Vermont
$336K
PIM
408
Penobscot Investment Management
Massachusetts
$336K +$16.6K +968 +5%
APA
409
American Portfolios Advisors
New York
$334K +$144K +8,432 +79%
SWM
410
Segment Wealth Management
Texas
$328K +$23.5K +1,372 +8%
SSB
411
Sandy Spring Bank
Maryland
$328K +$227K +13,256 +241%
CIM
412
Contravisory Investment Management
Massachusetts
$328K +$321K +18,784 New
OFG
413
Oxford Financial Group
Indiana
$324K -$72.2K -4,220 -19%
ZB
414
Zions Bancorporation
Utah
$324K +$317K +18,552 New
PFM
415
Peak Financial Management
Massachusetts
$322K +$315K +18,396 New
PAM
416
Premier Asset Management
Illinois
$321K +$342 +20 +0.1%
RFA
417
Reilly Financial Advisors
California
$320K +$30.3K +1,772 +11%
HWA
418
Heritage Way Advisors
Illinois
$319K +$21.7K +1,268 +7%
SRC
419
Sage Rhino Capital
California
$318K +$311K +18,200 New
HB
420
Homrich & Berg
Georgia
$314K +$307K +17,936 New
SP
421
Successful Portfolios
Florida
$313K +$28.4K +1,660 +10%
HCIA
422
Hochman Cole Investment Advisors
Illinois
$311K +$78.4K +4,580 +35%
FG
423
Fiduciary Group
Georgia
$308K -$10.5K -616 -3%
TWA
424
TCI Wealth Advisors
Arizona
$307K +$197K +11,508 +189%
SBA
425
Secrest Blakey & Associates
North Carolina
$306K -$35.5K -2,072 -11%