We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$85K +$18.7K +1,092 +29%
William Blair & Company
502
William Blair & Company
Illinois
$79K -$18.4K -1,076 -19%
PO
503
Private Ocean
California
$74K +$13.8K +808 +24%
AssetMark Inc
504
AssetMark Inc
California
$71K
HWA
505
Heritage Wealth Advisors
Virginia
$69.6K +$63.6K +3,716 +1,387%
SQA
506
Simon Quick Advisors
New Jersey
$68K -$27.2K -1,588 -29%
RIA
507
Realta Investment Advisors
Delaware
$67K +$66K +3,860 New
EI
508
Ellevest Inc
New York
$66K +$20.3K +1,188 +46%
VCM
509
Vigilant Capital Management
Maine
$63K -$6.23K -364 -9%
BCA
510
Berman Capital Advisors
Georgia
$63K +$205 +12 +0.3%
GWA
511
Guidant Wealth Advisors
Illinois
$62K +$60.4K +3,528 New
PC
512
Permanens Capital
New York
$58K +$56.9K +3,328 New
CWA
513
Clarus Wealth Advisors
Arizona
$57K +$205 +12 +0.4%
RWM
514
Raffa Wealth Management
District of Columbia
$54.4K
PMFA
515
Plante Moran Financial Advisors
Michigan
$54K +$3.56K +208 +7%
CAM
516
Cresset Asset Management
Illinois
$47K
TL
517
TrueWealth LLC
Georgia
$45K -$11.9K -696 -21%
Rockefeller Capital Management
518
Rockefeller Capital Management
New York
$45K +$44.2K +2,584 New
ONST
519
Old North State Trust
North Carolina
$44K +$43.8K +2,560 New
Deutsche Bank
520
Deutsche Bank
Germany
$41K -$20.5K -1,200 -33%
GWM
521
Geneos Wealth Management
Colorado
$41K -$14.8K -864 -27%
SWP
522
Strategic Wealth Partners
Ohio
$38K
BCM
523
Blume Capital Management
California
$36K
RCAG
524
Rehmann Capital Advisory Group
Michigan
$34.8K +$32K +1,872 +1,614%
SL
525
Salomon & Ludwin
Virginia
$34K