We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
701
Berkeley Inc
Idaho
$522K +$30 +1 +0%
SA
702
Stewardship Advisors
Pennsylvania
$522K +$7.58K +253 +1%
WW
703
Waterfront Wealth
Kansas
$520K -$1.86K -62 -0.3%
EWM
704
Evermay Wealth Management
Virginia
$519K +$30 +1 +0%
RPGK
705
Retirement Planning Group (Kansas)
Kansas
$517K -$11.8K -393 -2%
TWM
706
Thrive Wealth Management
Pennsylvania
$512K -$14.4K -481 -3%
AL
707
Aspiriant LLC
California
$510K -$30 -1 -0%
BW
708
BIP Wealth
Georgia
$509K +$77.2K +2,577 +17%
TWA
709
Trellis Wealth Advisors
California
$506K – – –
TW
710
TritonPoint Wealth
Maryland
$506K +$90 +3 +0%
FF
711
Fairway Financial
Florida
$505K +$7.49K +250 +1%
LFG
712
Leverty Financial Group
Wisconsin
$505K -$18K -600 -3%
HTC
713
Haverford Trust Company
Pennsylvania
$504K -$44.1K -1,472 -8%
Jane Street
714
Jane Street
New York
$504K +$520K +17,334 New
FLPIM
715
F.L. Putnam Investment Management
Massachusetts
$504K -$65.3K -2,179 -11%
JCM
716
Jacobi Capital Management
Pennsylvania
$503K -$105K -3,498 -17%
SAW
717
Signal Advisors Wealth
Michigan
$503K +$54.2K +1,808 +12%
SSW
718
Stone Summit Wealth
Florida
$502K -$45.5K -1,517 -8%
GC
719
GatePass Capital
Ohio
$501K +$517K +17,235 New
PSB
720
Piscataqua Savings Bank
New Hampshire
$501K – – –
HWA
721
Heritage Wealth Architects
Minnesota
$500K – – –
MS
722
Millington Securities
New Jersey
$499K +$514K +17,155 New
WI
723
WBI Investments
New Jersey
$499K +$514K +17,155 New
Brown Advisory
724
Brown Advisory
Maryland
$493K -$2.55K -85 -0.5%
FAG
725
Fortitude Advisory Group
Washington
$492K +$300 +10 +0.1%