We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
476
Elevation Wealth Partners
California
$939K -$82.3K -3,512 -8%
CAM
477
Cozad Asset Management
Illinois
$936K -$47.2K -2,016 -5%
MSWMA
478
Market Street Wealth Management Advisors
Indiana
$931K -$21.7K -928 -2%
MW
479
MBL Wealth
North Carolina
$929K
KC
480
Kades & Cheifetz
Pennsylvania
$921K +$51.3K +2,188 +6%
Renaissance Technologies
481
Renaissance Technologies
New York
$921K +$876K +37,400 New
CCG
482
Coastwise Capital Group
California
$916K -$45.6K -1,948 -5%
DCM
483
Donaldson Capital Management
Indiana
$912K +$83.2K +3,552 +11%
PL
484
Plancorp LLC
Missouri
$908K -$5.58K -238 -0.6%
CPA
485
Clear Point Advisors
New York
$904K -$18.6K -792 -2%
FWS
486
FinDec Wealth Services
California
$904K -$1.31K -56 -0.2%
HI
487
Harbour Investments
Wisconsin
$904K -$16.3K -694 -2%
LGWM
488
Litman Gregory Wealth Management
California
$902K +$90.9K +3,880 +12%
CFO
489
CVA Family Office
Colorado
$894K -$52K -2,218 -6%
BA
490
Bristlecone Advisors
Washington
$893K -$11.4K -486 -1%
SIC
491
Sigma Investment Counselors
Michigan
$893K +$26.5K +1,130 +3%
KWM
492
Kingsview Wealth Management
Oregon
$888K -$28.3K -1,210 -3%
VAMG
493
Voisard Asset Management Group
Michigan
$888K -$1.97K -84 -0.2%
WIC
494
Woodmont Investment Counsel
Tennessee
$883K -$9.46K -404 -1%
Principal Financial Group
495
Principal Financial Group
Iowa
$882K +$204K +8,706 +32%
RIA
496
Regal Investment Advisors
Michigan
$860K +$262K +11,168 +47%
IFA
497
Index Fund Advisors
California
$857K +$1.59K +68 +0.2%
PSIWM
498
Paradigm Strategies in Wealth Management
Minnesota
$852K +$937 +40 +0.1%
PNC Financial Services Group
499
PNC Financial Services Group
Pennsylvania
$852K +$10.3K +440 +1%
RWA
500
Roberts Wealth Advisors
California
$851K -$96.1K -4,104 -10%