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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
401
Global Trust Asset Management
Florida
$760K +$680K +34,176 New
BIA
402
Bigelow Investment Advisors
Maine
$751K +$1.35K +68 +0.2%
BF
403
BOK Financial
Oklahoma
$750K -$9.4K -472 -1%
PFC
404
Phocas Financial Corp
California
$750K – – –
SAM
405
S.A. Mason
Michigan
$745K +$75.3K +3,780 +13%
CAL
406
Capital Analysts LLC
Pennsylvania
$741K +$23.1K +1,160 +4%
PAM
407
Pegasus Asset Management
New York
$740K – – –
BRWA
408
B. Riley Wealth Advisors
Florida
$731K -$1.75K -88 -0.3%
FCM
409
Firestone Capital Management
Florida
$726K +$38K +1,908 +6%
SHA
410
Seneca House Advisors
Virginia
$717K +$642K +32,228 New
SIC
411
Sigma Investment Counselors
Michigan
$714K +$200K +10,052 +46%
MCC
412
Money Concepts Capital
Florida
$713K +$638K +32,040 New
AA
413
Alesco Advisors
New York
$703K -$265K -13,300 -30%
MCM
414
Manchester Capital Management
Vermont
$693K +$620K +31,124 New
BA
415
Bristlecone Advisors
Washington
$685K -$9.56K -480 -2%
WIA
416
Wealthstreet Investment Advisors
Texas
$685K – – –
BPM
417
Bowling Portfolio Management
Ohio
$685K +$16.1K +808 +3%
CPIG
418
Chicago Partners Investment Group
Illinois
$682K +$27.5K +1,380 +5%
BJ
419
Brouwer & Janachowski
California
$680K -$1.59K -80 -0.3%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$679K +$51.4K +2,580 +9%
AIM
421
Avity Investment Management
Connecticut
$675K +$70.9K +3,560 +13%
BW
422
Bison Wealth
Georgia
$673K -$26.3K -1,320 -4%
KPWS
423
Kestra Private Wealth Services
Texas
$670K -$48.3K -2,424 -7%
CCM
424
Condor Capital Management
New Jersey
$667K -$569K -28,588 -49%
JC
425
Jentner Corp
Ohio
$664K -$16.2K -816 -3%
15 16
17
18 19