We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
651
Principle Wealth Partners
Connecticut
$314K +$44 +2 +0%
BFC
652
Bedel Financial Consulting
Indiana
$313K +$1.05K +48 +0.3%
FCA
653
FLC Capital Advisors
California
$311K
FAG
654
Fortitude Advisory Group
Washington
$310K -$58.9K -2,684 -15%
CWC
655
Carolinas Wealth Consulting
North Carolina
$307K +$14.1K +642 +4%
KPWS
656
Kestra Private Wealth Services
Texas
$306K -$79.8K -3,638 -20%
OAM
657
Oppenheimer Asset Management
New York
$303K +$93.8K +4,276 +41%
GFA
658
Gallagher Fiduciary Advisors
Illinois
$303K -$88 -4 -0%
RWA
659
River Wealth Advisors
Pennsylvania
$303K -$878 -40 -0.3%
PIM
660
Penobscot Investment Management
Massachusetts
$302K
USCWA
661
U.S. Capital Wealth Advisors
Texas
$301K +$32.9K +1,500 +12%
FRA
662
Front Row Advisors
California
$299K -$527 -24 -0.2%
TWM
663
Triton Wealth Management
Arizona
$296K +$176 +8 +0.1%
Betterment LLC
664
Betterment LLC
New York
$290K -$36.6K -1,668 -11%
PWA
665
Physician Wealth Advisors
Utah
$288K +$88 +4 +0%
WIA
666
World Investment Advisors
California
$286K -$6.93K -316 -2%
AA
667
Alesco Advisors
New York
$286K -$23.8K -1,086 -7%
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$284K +$199K +9,052 +195%
ECG
669
Edge Capital Group
Georgia
$283K -$71K -3,236 -19%
MAM
670
Meeder Asset Management
Ohio
$282K -$2.41K -110 -0.8%
IAM
671
Innovis Asset Management
Illinois
$281K +$7.46K +340 +3%
BW
672
Bison Wealth
Georgia
$281K +$176 +8 +0.1%
MFG
673
Merit Financial Group
Georgia
$279K +$295K +13,460 New
BWP
674
BSW Wealth Partners
Colorado
$279K +$439 +20 +0.1%
SFC
675
SYM Financial Corp
Indiana
$277K +$293K +13,344 +37,067%