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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
601
Carret Asset Management
New York
$802K +$210 +7 +0%
LFAS
602
Level Four Advisory Services
Texas
$795K -$15.6K -519 -2%
RA
603
RFG Advisory
Alabama
$792K +$304K +10,134 +59%
G
604
GuidedMoney
Wisconsin
$778K – – –
YIM
605
Yoffe Investment Management
Pennsylvania
$772K – – –
PFPG
606
Pinnacle Financial Partners (Georgia)
Georgia
$768K -$2.82K -94 -0.4%
RRA
607
Red Reef Advisors
Florida
$763K +$39.8K +1,328 +5%
WIM
608
WealthPlan Investment Management
Nebraska
$753K -$5.46K -182 -0.7%
WMWM
609
Whitaker-Myers Wealth Managers
Ohio
$752K -$7.67K -256 -1%
HI
610
Hendershot Investments
Virginia
$752K +$8.09K +270 +1%
LWM
611
Luminvest Wealth Management
Arizona
$750K – – –
LF
612
LifePlan Financial
Minnesota
$746K -$35.4K -1,182 -4%
DTC
613
Davidson Trust Company
Washington
$744K – – –
ZF
614
Zhang Financial
Michigan
$740K +$98.2K +3,277 +15%
SEM
615
Strategic Equity Management
Arizona
$737K -$51K -1,702 -6%
BWM
616
Buska Wealth Management
Wisconsin
$717K +$739K +24,668 New
VAMG
617
Voisard Asset Management Group
Michigan
$716K -$43.9K -1,464 -6%
AIM
618
Acropolis Investment Management
Missouri
$714K +$4.5K +150 +0.6%
NA
619
Nautilus Advisors
California
$713K +$570 +19 +0.1%
AOWM
620
Asset One Wealth Management
Washington
$709K +$67.6K +2,256 +11%
BAM
621
Belpointe Asset Management
Nevada
$709K -$2.31K -77 -0.3%
WA
622
WP Advisors
California
$707K +$989 +33 +0.1%
EFA
623
Evernest Financial Advisors
Indiana
$700K -$17.4K -582 -3%
FSWA
624
Financial Synergies Wealth Advisors
Texas
$698K +$3.09K +103 +0.4%
ZBNA
625
Zions Bancorporation, National Association
Utah
$698K +$719K +24,000 New
23 24
25
26 27