We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
CVA Family Office
Colorado
$764K -$259K -12,380 -23%
KJWM
427
Kiley Juergens Wealth Management
Washington
$761K -$139K -6,638 -14%
TCM
428
Twele Capital Management
Minnesota
$756K +$16K +766 +2%
OFS
429
Oldfather Financial Services
Nebraska
$749K +$17.9K +856 +2%
CF
430
Centaurus Financial
California
$741K -$28.2K -1,350 -3%
ASN
431
Advisory Services Network
Georgia
$738K -$38.7K -1,848 -5%
WBCM
432
Wilson & Boucher Capital Management
California
$738K +$10K +478 +1%
SAF
433
Smith Anglin Financial
Texas
$737K -$88.1K -4,214 -10%
HGWM
434
Horst & Graben Wealth Management
Oregon
$727K -$912K -43,590 -53%
NCM
435
Northwest Capital Management
Oregon
$724K -$430K -20,566 -35%
MW
436
MBL Wealth
North Carolina
$722K +$799K +38,202 New
LGWM
437
Litman Gregory Wealth Management
California
$718K -$208K -9,958 -21%
SIMM
438
Stillwater Investment Management (Minnesota)
Minnesota
$718K +$3.68K +176 +0.5%
IFS
439
Ifrah Financial Services
Arkansas
$712K +$5.56K +266 +0.7%
GFP
440
Guardian Financial Partners
California
$705K +$30.1K +1,438 +4%
FSWA
441
Financial Synergies Wealth Advisors
Texas
$701K -$460 -22 -0.1%
WIM
442
WealthPlan Investment Management
Nebraska
$695K +$702K +33,570 New
SAM
443
S.A. Mason
Michigan
$688K -$1.05K -50 -0.1%
WT
444
Whittier Trust
California
$681K +$1.21K +58 +0.2%
CCG
445
Coastwise Capital Group
California
$680K +$5.56K +266 +0.7%
WP
446
WealthSource Partners
California
$672K +$28.2K +1,348 +4%
BFA
447
Beaumont Financial Advisors
Massachusetts
$655K +$725K +34,658 New
PFC
448
Phocas Financial Corp
California
$649K -$4.02K -192 -0.6%
JAG
449
Journey Advisory Group
Kentucky
$649K +$460 +22 +0.1%
AIM
450
Acropolis Investment Management
Missouri
$637K -$4.6K -220 -0.6%