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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
701
Jacobsen Capital Management
Utah
$369K -$37.7K -1,788 -10%
CWC
702
Carolinas Wealth Consulting
North Carolina
$368K -$5.78K -274 -2%
USCWA
703
U.S. Capital Wealth Advisors
Texas
$366K +$20K +950 +7%
PG
704
Proffitt & Goodson
Tennessee
$365K – – –
TC
705
Telemus Capital
Michigan
$365K +$104K +4,924 +47%
PS
706
Principal Securities
Iowa
$364K +$325K +15,408 New
KLI
707
Kelman-Lazarov Inc
Tennessee
$362K -$8.35K -396 -3%
CI
708
Cordant Inc
Oregon
$361K -$6.58K -312 -2%
FNBOMD
709
First National Bank of Mount Dora
Florida
$359K – – –
OSAM
710
O'Shaughnessy Asset Management
Connecticut
$358K -$220K -10,420 -41%
PWP
711
Principle Wealth Partners
Connecticut
$358K – – –
RWA
712
River Wealth Advisors
Pennsylvania
$357K +$10.5K +498 +3%
OAM
713
Oppenheimer Asset Management
New York
$354K +$7.38K +350 +2%
SOS
714
Silver Oak Securities
Tennessee
$352K +$228K +10,828 +267%
FAG
715
Fortitude Advisory Group
Washington
$351K -$2.44K -116 -0.8%
GC
716
Gratus Capital
Georgia
$350K +$313K +14,830 New
PA
717
Procyon Advisors
Connecticut
$347K -$103K -4,876 -25%
SFG
718
Sovereign Financial Group
Connecticut
$346K -$29.6K -1,404 -9%
GFA
719
Gallagher Fiduciary Advisors
Illinois
$346K – – –
HFP
720
Holistic Financial Partners
Indiana
$345K -$88.5K -4,198 -22%
BFC
721
Bedel Financial Consulting
Indiana
$344K -$11.7K -554 -4%
FRA
722
Front Row Advisors
California
$343K +$2.11K +100 +0.7%
DIA
723
Dana Investment Advisors
Wisconsin
$343K +$306K +14,532 New
SWC
724
Spectrum Wealth Counsel
Indiana
$337K +$301K +14,260 New
JC
725
Jentner Corp
Ohio
$336K -$120K -5,680 -29%
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