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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
626
WP Advisors
California
$882K +$3.21K +97 +0.4%
XT
627
XTX Topco
Cayman Islands
$882K +$806K +24,399 New
PS
628
Principal Securities
Iowa
$881K +$126K +3,809 +19%
FSWA
629
Financial Synergies Wealth Advisors
Texas
$872K +$3.83K +116 +0.5%
AOWM
630
Asset One Wealth Management
Washington
$872K +$105K +3,167 +14%
DTC
631
Davidson Trust Company
Washington
$870K -$49.6K -1,500 -6%
HT
632
Heritage Trust
Oklahoma
$866K +$319K +9,650 +67%
BAM
633
Belpointe Asset Management
Nevada
$862K -$17K -515 -2%
GS
634
GTS Securities
Florida
$861K +$788K +23,833 New
NA
635
Nautilus Advisors
California
$856K – – –
IP
636
Indivisible Partners
Florida
$855K +$9.22K +279 +1%
HIC
637
Holderness Investments Company
North Carolina
$847K -$4.66K -141 -0.6%
SPIA
638
Steward Partners Investment Advisory
New York
$840K +$259K +7,841 +51%
BWM
639
Buska Wealth Management
Wisconsin
$837K -$50.1K -1,515 -6%
HR
640
Howe & Rusling
New York
$831K -$205K -6,192 -21%
GFA
641
Gallagher Fiduciary Advisors
Illinois
$827K +$73.1K +2,213 +11%
CIR
642
Clear Investment Research
Georgia
$823K -$165 -5 -0%
LB
643
Legacy Bridge
Iowa
$819K – – –
LTL
644
Lowery Thomas LLC
California
$816K -$24.9K -753 -3%
SFA
645
Souders Financial Advisors
Ohio
$815K -$35.5K -1,074 -5%
CIC
646
Carnegie Investment Counsel
Ohio
$810K +$17.9K +542 +2%
DIA
647
Dana Investment Advisors
Wisconsin
$806K +$17K +515 +2%
BFP
648
Birchwood Financial Partners
Minnesota
$798K +$38K +1,151 +6%
PFPG
649
Pinnacle Financial Partners (Georgia)
Georgia
$797K -$143K -4,342 -16%
ACM
650
Armbruster Capital Management
New York
$788K -$2.48K -75 -0.3%
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