We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
476
Koss-Olinger Consulting
Florida
$695K -$11.7K -534 -2%
WP
477
WealthPLAN Partners
Nebraska
$693K +$16.4K +746 +2%
SIC
478
Sigma Investment Counselors
Michigan
$688K +$3.51K +160 +0.5%
EI
479
Ellevest Inc
New York
$686K +$44.9K +2,048 +7%
VT
480
Vise Technologies
New York
$683K +$48.5K +2,212 +7%
CG
481
Colony Group
Massachusetts
$673K +$439K +19,990 +160%
VCP
482
Vista Capital Partners
Oregon
$669K -$5.35K -244 -0.7%
CG
483
Cynosure Group
Utah
$665K -$371K -16,896 -34%
Fisher Asset Management
484
Fisher Asset Management
Washington
$663K +$356K +16,234 +103%
WP
485
WealthSource Partners
California
$662K -$48.3K -2,200 -6%
LTL
486
Lowery Thomas LLC
California
$658K +$8.07K +368 +1%
CF
487
Centaurus Financial
California
$657K -$20.1K -916 -3%
DWM
488
Dechtman Wealth Management
Colorado
$657K +$2.63K +120 +0.4%
LGWM
489
Litman Gregory Wealth Management
California
$657K -$126K -5,756 -15%
Chevy Chase Trust
490
Chevy Chase Trust
Maryland
$648K
ZF
491
Zhang Financial
Michigan
$641K -$45.5K -2,074 -6%
MCM
492
Mendel Capital Management
Arkansas
$635K +$54.7K +2,492 +9%
ASN
493
Advisory Services Network
Georgia
$635K -$34.7K -1,582 -5%
NCM
494
Northwest Capital Management
Oregon
$634K -$9.09K -414 -1%
PAM
495
Pegasus Asset Management
New York
$632K -$65.8K -3,000 -9%
MA
496
Mutual Advisors
Nebraska
$628K -$129K -5,878 -16%
FSWA
497
Financial Synergies Wealth Advisors
Texas
$625K -$34.2K -1,560 -5%
ACI
498
Alpha Cubed Investments
California
$622K +$5.35K +244 +0.8%
CGA
499
Crescent Grove Advisors
Illinois
$621K
PSF
500
Pacific Sun Financial
California
$619K -$10.1K -460 -2%