We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
501
Successful Portfolios
Florida
$203K -$89.7K -5,080 -30%
AIM
502
AMI Investment Management
Indiana
$203K -$14.1K -800 -6%
SFS
503
Sowell Financial Services
Arkansas
$181K +$183K +10,380 New
US Bancorp
504
US Bancorp
Minnesota
$178K -$12.6K -712 -6%
OAM
505
Oppenheimer Asset Management
New York
$174K +$25.3K +1,432 +17%
RFA
506
Reilly Financial Advisors
California
$172K +$64K +3,624 +58%
GRP
507
Global Retirement Partners
California
$157K +$38.2K +2,164 +32%
BFC
508
Bedel Financial Consulting
Indiana
$152K +$71 +4 +0%
SWM
509
Selective Wealth Management
Virginia
$142K +$144K +8,160 New
DAM
510
Delta Asset Management
Tennessee
$140K
SFSIG
511
San Francisco Sentry Investment Group
California
$139K +$7.06K +400 +5%
BWA
512
BDO Wealth Advisors
Florida
$136K
APSP
513
Asset Planning Services (Pennsylvania)
Pennsylvania
$130K
ACA
514
Aptus Capital Advisors
Alabama
$129K +$131K +7,408 New
SQA
515
Simon Quick Advisors
New Jersey
$117K +$43.4K +2,456 +57%
GT
516
Glenmede Trust
Pennsylvania
$113K
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$108K
KPCM
518
Kings Point Capital Management
New York
$107K -$28.3K -1,600 -21%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$104K -$6.57K -372 -6%
CDIA
520
Capital Directions Investment Advisors
Georgia
$96K -$18.1K -1,024 -16%
HWA
521
Heritage Wealth Advisors
Virginia
$92K -$197K -11,168 -68%
OIA
522
Optimum Investment Advisors
Illinois
$92K +$4.1K +232 +5%
AIC
523
Ameritas Investment Company
Nebraska
$82K +$83.2K +4,712 New
POIA
524
Pin Oak Investment Advisors
Texas
$79K
GWM
525
Geneos Wealth Management
Colorado
$78K +$4.73K +268 +6%