We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
701
Tarbox Family Office
California
$1K – – –
TFGT
702
TS Financial Group (TSFG)
Illinois
$1K – – –
SC
703
Stratford Consulting
Texas
$1K +$1.09K +60 New
GEA
704
Glen Eagle Advisors
New Jersey
$983 – – –
KFS
705
Kelly Financial Services
Massachusetts
$229 – – –
SHWM
706
Silicon Hills Wealth Management
Texas
$47 +$72 +4 New
UBS AM
707
UBS AM
Illinois
– -$1.73M -99,448 Closed
BIA
708
BHK Investment Advisors
Alabama
– -$1.68M -96,476 Closed
TF
709
Trek Financial
Arizona
– -$860K -49,332 Closed
Renaissance Technologies
710
Renaissance Technologies
New York
– -$669K -38,400 Closed
MG
711
Mather Group
Illinois
– -$527K -30,248 Closed
SBA
712
Secrest Blakey & Associates
North Carolina
– -$302K -17,320 Closed
JCM
713
Jacobsen Capital Management
Utah
– -$256K -14,716 Closed
SPC
714
Sigma Planning Corp
Michigan
– -$252K -14,444 Closed
WCWM
715
Willow Creek Wealth Management
California
– -$250K -14,356 Closed
SAM
716
Sawgrass Asset Management
Florida
– -$234K -13,404 Closed
HB
717
Homrich & Berg
Georgia
– -$222K -12,736 Closed
SP
718
Successful Portfolios
Florida
– -$203K -11,628 Closed
APSP
719
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$130K -7,476 Closed
SWP
720
Strategic Wealth Partners
Ohio
– -$36 -2,148 Closed
BL
721
Balentine LLC
Georgia
– -$19K -1,076 Closed
RFWA
722
RPg Family Wealth Advisory
Massachusetts
– -$16.8K -964 Closed
TAIM
723
TD Ameritrade Investment Management
Nebraska
– -$16K -940 Closed
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
– -$8K -464 Closed
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
– -$4K -240 Closed