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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
401
Whittier Trust
California
$1.04M -$111K -5,072 -9%
TCM
402
Tradewinds Capital Management
Washington
$1.04M -$8.03K -366 -0.7%
MMHP
403
Murphy Middleton Hinkle & Parker
Georgia
$1.03M -$2.68K -122 -0.2%
SSWM
404
Sheets Smith Wealth Management
North Carolina
$1.02M +$41.5K +1,892 +4%
SAM
405
Summit Asset Management
Tennessee
$1.02M -$14.5K -660 -1%
AFS
406
Access Financial Services
Minnesota
$1.02M +$4.3K +196 +0.4%
PIA
407
Panoramic Investment Advisors
Colorado
$1.02M +$1.08M +49,048 New
CAG
408
Csenge Advisory Group
Florida
$995K +$65.5K +2,984 +7%
NGA
409
Naples Global Advisors
Florida
$994K – – –
MCM
410
Mengis Capital Management
Oregon
$989K +$22.6K +1,028 +2%
CP
411
Capital Planning
Washington
$980K +$1.04M +47,308 New
OFS
412
Oldfather Financial Services
Nebraska
$973K -$614 -28 -0.1%
SWM
413
Spire Wealth Management
Virginia
$973K +$11K +502 +1%
HCM
414
Hengehold Capital Management
Ohio
$972K +$219 +10 +0%
PL
415
Plancorp LLC
Missouri
$970K +$725K +33,050 +240%
LFA
416
Laraway Financial Advisors
Minnesota
$963K -$62.9K -2,868 -6%
RC
417
Roundview Capital
New Jersey
$950K +$8.69K +396 +0.9%
EW
418
Evoke Wealth
California
$949K +$757K +34,486 +304%
WCM
419
Wealthcare Capital Management
Virginia
$948K +$435K +19,816 +76%
EH
420
Equitable Holdings
New York
$948K +$229K +10,426 +29%
GFP
421
Guardian Financial Partners
California
$944K +$1M +45,586 New
MG
422
MilWealth Group
Wisconsin
$941K – – –
GCA
423
Gradient Capital Advisors
California
$934K -$36.6K -1,668 -4%
IF
424
Ironwood Financial
Arizona
$907K -$15.8K -722 -2%
AWS
425
Atria Wealth Solutions
New York
$896K -$216K -9,840 -19%
15 16
17
18 19