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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
726
Jacobi Capital Management
Pennsylvania
$623K -$2.54K -77 -0.4%
PSB
727
Piscataqua Savings Bank
New Hampshire
$622K – – –
SWA
728
SFMG Wealth Advisors
Texas
$622K +$125K +3,779 +28%
SSW
729
Stone Summit Wealth
Florida
$622K -$1.49K -45 -0.3%
GWA
730
Geometric Wealth Advisors
District of Columbia
$621K -$116K -3,525 -17%
AIM
731
Advyzon Investment Management
Illinois
$618K -$37.3K -1,128 -6%
LFG
732
Leverty Financial Group
Wisconsin
$618K -$8.56K -259 -1%
3FI
733
3 Factor Indexing
California
$616K -$422K -12,762 -43%
QWM
734
Quadcap Wealth Management
Texas
$613K +$20.4K +618 +4%
FAG
735
Fortitude Advisory Group
Washington
$611K +$66 +2 +0%
CFM
736
Compass Financial Management
Florida
$604K +$552K +16,711 New
TWM
737
Thrive Wealth Management
Pennsylvania
$603K -$30.1K -911 -5%
WAM
738
Worth Asset Management
Texas
$602K +$312K +9,440 +131%
CCG
739
Chatham Capital Group
Georgia
$602K – – –
PMSA
740
Patrick M. Sweeney & Associates
Illinois
$601K +$34.8K +1,052 +7%
JLBC
741
J.L. Bainbridge & Co
Florida
$600K -$51.7K -1,566 -9%
APG
742
Abacus Planning Group
South Carolina
$598K -$1.26K -38 -0.2%
SA
743
Stewardship Advisors
Pennsylvania
$596K -$47.8K -1,447 -8%
S
744
SignatureFD
Georgia
$594K +$71.4K +2,160 +15%
FLPIM
745
F.L. Putnam Investment Management
Massachusetts
$593K -$30.4K -920 -5%
GCM
746
Gambit Capital Management
Tennessee
$593K -$5.95K -180 -1%
RSWA
747
Robinson Smith Wealth Advisors
Maine
$591K +$540K +16,355 New
TAM
748
Townsend Asset Management
North Carolina
$589K +$33 +1 +0%
CG
749
Cynosure Group
Utah
$587K -$3.45M -104,511 -87%
SWM
750
Silverlake Wealth Management
Vermont
$587K +$10.4K +316 +2%
28 29
30
31 32