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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
576
Sage Rhino Capital
California
$344K – – –
ES
577
ETF Store
Kansas
$343K -$8.91K -426 -2%
FC
578
Forte Capital
New York
$342K -$2.72K -130 -0.7%
CCM
579
Crew Capital Management
Ohio
$340K – – –
GWM
580
Gray Wealth Management
Maine
$339K -$46.3K -2,216 -11%
PD
581
Planning Directions
Pennsylvania
$339K +$962 +46 +0.3%
LJAC
582
L.J. Altfest & Co
New York
$338K +$22.2K +1,060 +6%
JWM
583
Jeppson Wealth Management
California
$334K +$49.6K +2,372 +16%
REMPR
584
Roof Eidam Maycock Peralta (REMP)
California
$331K +$366K +17,522 New
HHRDM
585
H&H Retirement Design & Management
Nevada
$330K – – –
RPA
586
Rock Point Advisors
Vermont
$330K +$9.79K +468 +3%
WOC
587
West Oak Capital
California
$330K +$18.4K +880 +5%
F
588
F3Logic
Minnesota
$326K – – –
CCG
589
Chatham Capital Group
Georgia
$325K – – –
WIM
590
Warwick Investment Management
Texas
$325K +$359K +17,176 New
IAA
591
Independent Advisor Alliance
North Carolina
$324K +$359K +17,158 New
SWM
592
Stockman Wealth Management
Montana
$323K -$9.41K -450 -3%
JCM
593
Jacobsen Capital Management
Utah
$323K +$10.1K +484 +3%
FCH
594
Freestone Capital Holdings
Washington
$323K +$111K +5,306 +45%
VAS
595
Valicenti Advisory Services
New York
$321K -$26.9K -1,288 -7%
TP
596
Tranquility Partners
Tennessee
$321K +$42K +2,006 +13%
AA
597
Aire Advisors
California
$319K – – –
GVAG
598
Great Valley Advisor Group
Delaware
$317K -$266K -12,710 -43%
ACA
599
Aptus Capital Advisors
Alabama
$316K -$10.9K -522 -3%
GWANC
600
Guardian Wealth Advisors (North Carolina)
North Carolina
$315K -$10.9K -522 -3%
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