We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$702K -$53.4K -2,500 -6%
GFP
452
Guardian Financial Partners
California
$699K +$55.8K +2,608 +8%
CCG
453
Coastwise Capital Group
California
$696K +$106K +4,950 +16%
OCM
454
One Capital Management
California
$694K -$17.3K -808 -2%
JWM
455
JFG Wealth Management
Colorado
$693K +$247K +11,570 +48%
IDA
456
Intelligence Driven Advisers
California
$689K +$749K +35,040 New
PAM
457
Pegasus Asset Management
New York
$681K +$8.47K +396 +1%
CG
458
Colony Group
Massachusetts
$674K -$9.53K -446 -1%
PFC
459
Phocas Financial Corp
California
$674K +$257 +12 +0%
YWP
460
YorkBridge Wealth Partners
New York
$669K -$19.6K -918 -3%
CWM
461
Campbell Wealth Management
Virginia
$667K +$110K +5,132 +18%
WP
462
WealthSource Partners
California
$666K -$32.8K -1,532 -4%
DWT
463
Dorsey & Whitney Trust
South Dakota
$665K +$19.4K +906 +3%
BlackRock
464
BlackRock
New York
$663K -$72.7K -3,402 -9%
AIM
465
Acropolis Investment Management
Missouri
$661K +$398K +18,620 +122%
Millennium Management
466
Millennium Management
New York
$650K +$712K +33,318 New
Chevy Chase Trust
467
Chevy Chase Trust
Maryland
$647K
BCM
468
Brookstone Capital Management
Illinois
$636K -$129K -6,050 -16%
IFA
469
Index Fund Advisors
California
$629K -$5.17K -242 -0.7%
PSF
470
Pacific Sun Financial
California
$627K
BWM
471
Blossom Wealth Management
California
$626K +$18K +842 +3%
AG
472
Appleton Group
Wisconsin
$623K -$45.3K -2,120 -6%
MIAN
473
Mariner Independent Advisor Network
Kansas
$622K +$1.2K +56 +0.2%
EK
474
Evensky & Katz
Florida
$620K -$1.41K -66 -0.2%
BF
475
BOK Financial
Oklahoma
$620K