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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
601
John W. Brooker & Co
California
$628K -$53 -2 -0%
LB
602
Legacy Bridge
Iowa
$625K – – –
NA
603
Nautilus Advisors
California
$623K +$641K +24,108 New
AWM
604
AE Wealth Management
Kansas
$623K +$28.5K +1,071 +5%
JWCA
605
J.W. Cole Advisors
Florida
$623K -$76.3K -2,869 -11%
EAM
606
Everstar Asset Management
North Carolina
$620K -$692 -26 -0.1%
RDIA
607
RE Dickinson Investment Advisors
Iowa
$619K +$111K +4,190 +21%
BIM
608
Baldwin Investment Management
Pennsylvania
$618K -$24.8K -933 -4%
KFA
609
Kelleher Financial Advisors
New York
$617K – – –
MCC
610
Money Concepts Capital
Florida
$615K +$373 +14 +0.1%
SAM
611
Sawgrass Asset Management
Florida
$603K +$64.5K +2,426 +12%
CIR
612
Clear Investment Research
Georgia
$602K -$745 -28 -0.1%
WCM
613
Weaver Capital Management
Georgia
$602K – – –
FWP
614
FAS Wealth Partners
Kansas
$601K -$2.9K -109 -0.5%
PSF
615
Pacific Sun Financial
California
$601K -$2.66K -100 -0.4%
FSWA
616
Financial Synergies Wealth Advisors
Texas
$600K -$72K -2,706 -10%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$595K -$903K -33,921 -60%
CL
618
Choreo LLC
Illinois
$594K -$16.7K -627 -3%
HI
619
Hendershot Investments
Virginia
$594K +$8.97K +337 +1%
BFA
620
Beaumont Financial Advisors
Massachusetts
$593K +$59.3K +2,229 +11%
FC
621
Forte Capital
New York
$587K +$53 +2 +0%
VFA
622
Valeo Financial Advisors
Indiana
$585K -$105K -3,930 -15%
DWM
623
Dechtman Wealth Management
Colorado
$584K -$3.09K -116 -0.5%
WCFA
624
Walkner Condon Financial Advisors
Wisconsin
$577K -$4.79K -180 -0.8%
FCH
625
Freestone Capital Holdings
Washington
$573K +$132K +4,978 +29%
23 24
25
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