We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Capital Wealth Planning
Florida
$376K -$27.2K -1,600 -5%
SAM
402
S.A. Mason
Michigan
$375K +$20K +1,176 +4%
TAM
403
Townsend Asset Management
North Carolina
$372K +$680 +40 +0.1%
FAIM
404
Financial Advocates Investment Management
Washington
$370K -$183K -10,760 -27%
EGWAG
405
Elwood & Goetz Wealth Advisory Group
Georgia
$364K +$48K +2,824 +11%
GC
406
Grimes & Company
Massachusetts
$359K -$4.98M -293,304 -91%
APA
407
American Portfolios Advisors
New York
$357K +$29K +1,704 +7%
AWA
408
Acorn Wealth Advisors
Michigan
$357K -$200K -11,752 -29%
PCM
409
Pennsylvania Capital Management
Pennsylvania
$357K -$8.9K -524 -2%
GIA
410
Gladstone Institutional Advisory
Florida
$357K +$142K +8,372 +43%
FCM
411
Fortis Capital Management
Washington
$355K +$68K +4,004 +17%
WCM
412
Wealthcare Capital Management
Virginia
$353K +$65.9K +3,880 +17%
CAG
413
Curtis Advisory Group
California
$352K +$68.6K +4,036 +17%
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K -$13.9K -820 -3%
MCM
415
Manchester Capital Management
Vermont
$350K +$136K +8,000 +42%
BMM
416
Buffington Mohr McNeal
Idaho
$346K -$33.4K -1,968 -7%
AIM
417
Avity Investment Management
Connecticut
$345K
TI
418
Trexquant Investment
Connecticut
$344K +$454K +26,708 New
DTC
419
Davidson Trust Company
Washington
$338K
CI
420
Cordant Inc
Oregon
$335K +$58.3K +3,432 +15%
American Century Companies
421
American Century Companies
Missouri
$335K +$442K +26,032 New
CAI
422
Capital Advisors Inc
Oklahoma
$334K +$441K +25,948 New
MA
423
Mutual Advisors
Nebraska
$331K +$39.7K +2,336 +10%
ACM
424
Armbruster Capital Management
New York
$329K +$434K +25,524 New
Renaissance Technologies
425
Renaissance Technologies
New York
$325K +$428K +25,200 New