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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$593K -$424 -15 -0.1%
LIA
652
Lynx Investment Advisory
District of Columbia
$592K +$56.2K +1,990 +11%
CW
653
Cooksen Wealth
Texas
$589K -$2.85K -101 -0.5%
FWP
654
Flatrock Wealth Partners
California
$589K +$584K +20,671 New
SFG
655
Sovereign Financial Group
Connecticut
$586K +$11K +389 +2%
SWM
656
Selby Wealth Management
California
$585K +$580K +20,530 New
PSP
657
Pacific Sage Partners
Washington
$582K +$339 +12 +0.1%
FA
658
Fermata Advisors
California
$581K -$25.8K -912 -4%
EAM
659
Evanson Asset Management
California
$581K +$5K +177 +0.9%
CCM
660
Condor Capital Management
New Jersey
$581K -$678 -24 -0.1%
WMA
661
William Mack & Associates
Michigan
$580K +$2.57K +91 +0.4%
HIP
662
HUB Investment Partners
Texas
$580K +$54K +1,913 +10%
EI
663
Ellevest Inc
New York
$580K +$13.6K +483 +2%
SWM
664
Stockman Wealth Management
Montana
$579K +$14.1K +500 +3%
BFP
665
Birchwood Financial Partners
Minnesota
$578K +$573K +20,301 New
SRC
666
Sage Rhino Capital
California
$575K +$424 +15 +0.1%
SFG
667
SNS Financial Group
Minnesota
$573K -$43.9K -1,553 -7%
EAM
668
Everstar Asset Management
North Carolina
$572K – – –
CWA
669
Cornerstone Wealth Advisors
Minnesota
$570K -$8.33K -295 -1%
AA
670
Aire Advisors
California
$570K – – –
BCMLT
671
Beacon Capital Management LLC (Tennessee)
Tennessee
$566K +$89K +3,151 +19%
CIA
672
Capital Investment Advisors
Georgia
$560K -$7.96K -282 -1%
LGWM
673
Litman Gregory Wealth Management
California
$559K -$34.9K -1,237 -6%
TAM
674
Townsend Asset Management
North Carolina
$558K +$85 +3 +0%
CA
675
CWC Advisors
Oregon
$557K -$1.47K -52 -0.3%
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