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
RSWM
476
Robertson Stephens Wealth Management
California
$619K -$41K -1,920 -6%
CP
477
Camelot Portfolios
Ohio
$612K -$35.7K -1,670 -5%
JFGLC
478
Johnson Financial Group LLC (Colorado)
Colorado
$612K +$672K +31,422 New
EVM
479
Eaton Vance Management
Massachusetts
$605K – – –
AWA
480
Acorn Wealth Advisors
Michigan
$602K -$20.4K -956 -3%
CAMG
481
CWA Asset Management Group
Florida
$600K +$48.3K +2,260 +8%
CHJWM
482
Carlton Hofferkamp & Jenks Wealth Management
Texas
$598K -$15.2K -710 -2%
BA
483
Bristlecone Advisors
Washington
$596K – – –
MMA
484
Miracle Mile Advisors
California
$594K +$113K +5,288 +21%
APG
485
Abacus Planning Group
South Carolina
$591K -$319K -14,924 -33%
CAG
486
Curtis Advisory Group
California
$585K +$68.3K +3,194 +12%
SIC
487
Sigma Investment Counselors
Michigan
$582K – – –
GWA
488
GGM Wealth Advisors
Maryland
$578K +$378K +17,664 +151%
KFS
489
Kaizen Financial Strategies
California
$577K -$349K -16,340 -36%
ACI
490
Alpha Cubed Investments
California
$577K – – –
GVAG
491
Great Valley Advisor Group
Delaware
$575K +$503K +23,510 +395%
BA
492
Bridgewater Advisors
New York
$574K +$3.85K +180 +0.6%
AL
493
ACAS LLC
California
$573K -$20.7K -968 -4%
FHB
494
First Hawaiian Bank
Hawaii
$571K +$2.61K +122 +0.4%
PWP
495
Principle Wealth Partners
Connecticut
$568K +$623K +29,142 New
AWA
496
Arete Wealth Advisors
Illinois
$566K -$805K -37,668 -48%
MCC
497
Money Concepts Capital
Florida
$564K -$682K -31,888 -53%
WIA
498
World Investment Advisors
California
$563K +$217K +10,142 +64%
APSI
499
Asset Planning Services Inc
Louisiana
$560K -$17.1K -800 -3%
T
500
TCWP
Ohio
$558K -$3.89M -181,972 -86%
18 19
20
21 22