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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCC
701
Flower City Capital
New York
$241K -$2.54K -116 -1%
GWCM
702
Godshalk Welsh Capital Management
Pennsylvania
$240K – – –
CSI
703
Cross Staff Investments
New York
$240K +$44 +2 +0%
CAL
704
Capital Advisors Ltd
Ohio
$240K +$1.05K +48 +0.4%
CAAS
705
Capital Asset Advisory Services
Michigan
$239K -$966 -44 -0.4%
CIA
706
Capital Investment Advisors
Georgia
$239K +$19.1K +870 +8%
LNC
707
Lincoln National Corp
Pennsylvania
$238K +$14.2K +648 +6%
BWM
708
BNC Wealth Management
Oregon
$238K – – –
ACMA
709
Arbor Capital Management (Alaska)
Alaska
$238K -$6.45K -294 -2%
TWM
710
Thrive Wealth Management
Pennsylvania
$235K +$17.2K +786 +7%
HWA
711
Heartwood Wealth Advisors
Virginia
$234K – – –
PFM
712
Peak Financial Management
Massachusetts
$233K -$43.9K -2,000 -15%
AWM
713
Axxcess Wealth Management
California
$232K +$246K +11,208 New
PTB
714
Pioneer Trust Bank
Oregon
$232K – – –
KWS
715
Keystone Wealth Services
California
$232K -$2.24K -102 -0.9%
AFA
716
Alpha Financial Advisors
North Carolina
$231K – – –
FC
717
Fusion Capital
South Carolina
$231K -$5.4K -246 -2%
CWM
718
Castle Wealth Management
Florida
$231K -$27.6K -1,260 -10%
AL
719
Aspiriant LLC
California
$230K -$1.23K -56 -0.5%
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$229K -$47.7K -2,174 -16%
FWA
721
FSM Wealth Advisors
Ohio
$228K +$242K +11,006 New
AFS
722
Annapolis Financial Services
Maryland
$228K – – –
IC
723
IEQ Capital
California
$227K -$299K -13,644 -55%
VF
724
Vawter Financial
Ohio
$226K – – –
SAM
725
Sawgrass Asset Management
Florida
$226K +$2.72K +124 +1%
27 28
29
30 31