We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
476
Brouwer & Janachowski
California
$707K -$55K -2,152 -7%
BIA
477
Bigelow Investment Advisors
Maine
$707K – – –
CCM
478
Condor Capital Management
New Jersey
$695K -$12.6K -492 -2%
AO
479
Advisor OS
Illinois
$684K – – –
GRP
480
Global Retirement Partners
California
$681K +$190K +7,416 +40%
AAS
481
Avantax Advisory Services
Texas
$670K -$94.4K -3,692 -13%
WWM
482
Windsor Wealth Management
Indiana
$670K +$614 +24 +0.1%
ARC
483
Advisor Resource Council
Texas
$668K +$656K +25,664 New
MMA
484
Miracle Mile Advisors
California
$663K -$44.3K -1,732 -6%
EGWAG
485
Elwood & Goetz Wealth Advisory Group
Georgia
$663K -$32.4K -1,268 -5%
DWT
486
Dorsey & Whitney Trust
South Dakota
$659K -$5.63K -220 -0.9%
IWS
487
Insight Wealth Strategies
California
$659K +$85.2K +3,332 +15%
MPM
488
Meritage Portfolio Management
Kansas
$655K +$114K +4,460 +22%
NFG
489
Northeast Financial Group
Pennsylvania
$648K -$45.4K -1,776 -7%
VHAM
490
Van Hulzen Asset Management
California
$646K -$9.71K -380 -2%
CIR
491
Clear Investment Research
Georgia
$633K -$205 -8 -0%
WP
492
WealthSource Partners
California
$633K +$185K +7,220 +42%
AFS
493
Annapolis Financial Services
Maryland
$627K -$8.69K -340 -1%
MCM
494
Mitchell Capital Management
Kansas
$627K +$4.29K +168 +0.7%
CAG
495
Curtis Advisory Group
California
$625K +$50K +1,956 +9%
GDP
496
Great Diamond Partners
Maine
$624K +$52.5K +2,052 +9%
NFG
497
Next Financial Group
Texas
$616K -$1.74K -68 -0.3%
IA
498
IFG Advisory
Georgia
$613K -$4.6K -180 -0.8%
APW
499
Aurora Private Wealth
New Jersey
$610K +$74.9K +2,928 +14%
OPS
500
Orion Portfolio Solutions
Nebraska
$599K -$1.13K -44 -0.2%
18 19
20
21 22