We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Circle Wealth Management
New Jersey
– -$210K -11,088 Closed
HCIA
727
Hochman Cole Investment Advisors
Illinois
– -$207K -10,952 Closed
CMO
728
Covenant Multifamily Offices
Texas
– -$205K -10,864 Closed
BWP
729
Bernardo Wealth Planning
Pennsylvania
– -$204K -10,832 Closed
WIA
730
World Investment Advisors
California
– -$204K -10,796 Closed
SW
731
SteelPeak Wealth
California
– -$203K -10,720 Closed
PP
732
Palladium Partners
Virginia
– -$200K -10,596 Closed
CL
733
Cabana LLC
Arkansas
– -$135K -7,164 Closed
MCWS
734
McKinley Carter Wealth Services
West Virginia
– -$102K -5,412 Closed
HWA
735
Heritage Wealth Advisors
Virginia
– -$87.3K -4,616 Closed
CAGAS
736
Capital Advisory Group Advisory Services
Minnesota
– -$83K -4,452 Closed
VCM
737
Vigilant Capital Management
Maine
– -$74K -3,912 Closed
RIA
738
Realta Investment Advisors
Delaware
– -$69K -3,740 Closed
SCA
739
Stuart Chaussee & Associates
California
– -$55K -2,904 Closed
MWA
740
Moser Wealth Advisors
Washington
– -$23K -1,196 Closed
GFPC
741
Global Financial Private Client
Florida
– -$13.2K -700 Closed
CBT
742
Capital Bank & Trust
California
– -$12K -648 Closed
IFWM
743
Institute for Wealth Management
Colorado
– -$12K -636 Closed
BWP
744
Baldwin Wealth Partners
Massachusetts
– -$12K -620 Closed
SIS
745
Sound Income Strategies
Florida
– -$4K -224 Closed
TF
746
TimeScale Financial
Massachusetts
– -$4K -224 Closed
WFMPM
747
Woodley Farra Manion Portfolio Management
Indiana
– -$3K -180 Closed
LWM
748
Liberty Wealth Management
California
– -$3K -172 Closed
TFO
749
Tarbox Family Office
California
– -$1K -64 Closed
SHWM
750
Silicon Hills Wealth Management
Texas
– -$47 -4 Closed
27 28 29
30
31