We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
726
J.W. Cole Advisors
Florida
$335K +$19.9K +944 +7%
PIM
727
Penobscot Investment Management
Massachusetts
$332K -$11K -520 -4%
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$59.9K +2,840 +26%
Lido Advisors
729
Lido Advisors
California
$327K +$267K +12,650 New
MSS
730
Mitchell Sinkler & Starr
Pennsylvania
$325K +$290K +13,740 New
CAG
731
Curtis Advisory Group
California
$324K -$1.29M -61,166 -82%
TWM
732
Triton Wealth Management
Arizona
$323K -$6.7K -318 -2%
SSA
733
Sierra Summit Advisors
Nevada
$321K +$286K +13,592 New
BWP
734
BSW Wealth Partners
Colorado
$321K +$2.7K +128 +1%
SWM
735
Selective Wealth Management
Virginia
$320K -$155K -7,356 -34%
MCP
736
Mirador Capital Partners
California
$319K +$285K +13,514 New
FLPIM
737
F.L. Putnam Investment Management
Massachusetts
$318K -$81.4K -3,862 -22%
KFS
738
Kaizen Financial Strategies
California
$318K -$41.1K -1,952 -13%
SWA
739
SFMG Wealth Advisors
Texas
$316K +$2.32K +110 +0.8%
MCCA
740
Mill Creek Capital Advisors
Pennsylvania
$314K +$280K +13,288 New
GWM
741
GSB Wealth Management
Connecticut
$314K +$29.8K +1,416 +12%
SSW
742
Stone Summit Wealth
Florida
$313K +$279K +13,256 New
FCH
743
Freestone Capital Holdings
Washington
$312K +$9.36K +444 +3%
SG
744
Somerset Group
Minnesota
$311K +$4.21K +200 +2%
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$310K -$187K -8,852 -40%
BWM
746
BNC Wealth Management
Oregon
$309K +$33.5K +1,590 +14%
GCM
747
Glaxis Capital Management
Florida
$309K +$1.43K +68 +0.5%
CCM
748
Carlson Capital Management
Minnesota
$307K +$274K +12,994 New
SAG
749
SageView Advisory Group
California
$307K +$8.73K +414 +3%
S
750
Sachetta
Massachusetts
$306K +$273K +12,970 New