We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTL
651
Lowery Thomas LLC
California
$249K +$273K +12,762 New
DWM
652
Dakota Wealth Management
Florida
$247K -$11.8K -550 -4%
AIM
653
Aurora Investment Managers
Florida
$246K -$556 -26 -0.2%
NA
654
Nottingham Advisors
New York
$246K +$171 +8 +0.1%
MA
655
Modus Advisors
Minnesota
$245K -$45.7K -2,140 -15%
LF
656
LifeSteps Financial
California
$243K -$1.92K -90 -0.7%
ACP
657
Arcus Capital Partners
Georgia
$242K +$265K +12,388 New
SF
658
Summit Financial
New Jersey
$241K +$3.81K +178 +1%
PFM
659
Peak Financial Management
Massachusetts
$239K +$983 +46 +0.4%
USCWA
660
U.S. Capital Wealth Advisors
Texas
$239K +$262K +12,238 New
FM
661
Family Management
New York
$238K +$18.8K +880 +8%
WF
662
Warner Financial
Maryland
$235K +$258K +12,072 New
GWA
663
Geometric Wealth Advisors
District of Columbia
$233K +$855 +40 +0.3%
BFPW
664
BOK Financial Private Wealth
Colorado
$232K -$124K -5,818 -33%
GWMI
665
Guardian Wealth Management (Illinois)
Illinois
$232K -$21.8K -1,022 -8%
MWM
666
Merriman Wealth Management
Washington
$232K +$254K +11,882 New
AL
667
Aspiriant LLC
California
$230K +$19.2K +900 +8%
Brown Advisory
668
Brown Advisory
Maryland
$230K +$252K +11,802 New
FCH
669
Freestone Capital Holdings
Washington
$229K -$34.4K -1,608 -12%
BWP
670
BSW Wealth Partners
Colorado
$228K +$342 +16 +0.1%
GWCM
671
Godshalk Welsh Capital Management
Pennsylvania
$226K
DY
672
Dowling & Yahnke
California
$226K +$5.9K +276 +2%
TA
673
Trellis Advisors
Washington
$226K +$247K +11,570 New
APA
674
Astoria Portfolio Advisors
New York
$223K +$299 +14 +0.1%
ACM
675
Advisors Capital Management
New Jersey
$223K +$245K +11,442 New