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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Selective Wealth Management
Virginia
$430K -$43.7K -1,990 -9%
CA
577
Capital Advantage
California
$430K -$15.8K -722 -3%
SGI
578
Summit Global Investments
Utah
$429K +$8.95K +408 +2%
FA
579
Forefront Analytics
Pennsylvania
$429K +$1.67K +76 +0.4%
SF
580
Summit Financial
New Jersey
$427K – – –
TAM
581
Townsend Asset Management
North Carolina
$424K -$10.2K -466 -2%
AA
582
Aire Advisors
California
$414K – – –
JC
583
Jentner Corp
Ohio
$412K -$2.81K -128 -0.6%
ACA
584
Aptus Capital Advisors
Alabama
$410K +$14.7K +670 +3%
TIA
585
Tiemann Investment Advisors
California
$406K – – –
LJAC
586
L.J. Altfest & Co
New York
$406K +$12.4K +566 +3%
LIA
587
LBMC Investment Advisors
Tennessee
$406K -$16.9K -770 -4%
PA
588
Procyon Advisors
Connecticut
$405K +$7.42K +338 +2%
SPA
589
Sentinel Pension Advisors
Massachusetts
$404K +$46.6K +2,124 +12%
FWI
590
Facet Wealth Inc
Maryland
$402K -$6.71K -306 -1%
FC
591
Forte Capital
New York
$397K +$8.6K +392 +2%
BW
592
BIP Wealth
Georgia
$396K -$57.4K -2,616 -12%
SF
593
Synovus Financial
Georgia
$394K -$4.17K -190 -1%
HFP
594
Holistic Financial Partners
Indiana
$389K -$527K -24,022 -56%
SRC
595
Sage Rhino Capital
California
$389K – – –
TP
596
Tranquility Partners
Tennessee
$389K +$8.07K +368 +2%
VVP
597
Venture Visionary Partners
Ohio
$387K -$7.64K -348 -2%
RIA
598
Regal Investment Advisors
Michigan
$379K +$164K +7,458 +69%
APG
599
Abacus Planning Group
South Carolina
$379K -$351 -16 -0.1%
AFO
600
Arrowroot Family Office
California
$378K +$76.2K +3,472 +24%
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