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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
726
Sierra Summit Advisors
Nevada
$328K -$25.1K -1,058 -7%
CI
727
Cordant Inc
Oregon
$328K -$35.4K -1,494 -10%
AP
728
Adero Partners
California
$326K +$93.9K +3,960 +40%
LNWWM
729
Laird Norton Wetherby Wealth Management
California
$326K – – –
GWM
730
GSB Wealth Management
Connecticut
$319K +$806 +34 +0.3%
SWA
731
SFMG Wealth Advisors
Texas
$319K +$616 +26 +0.2%
GFA
732
Gallagher Fiduciary Advisors
Illinois
$316K -$31.1K -1,310 -9%
CAL
733
Capital Advisors Ltd
Ohio
$315K – – –
ES
734
ETF Store
Kansas
$315K -$135K -5,696 -30%
BW
735
Bison Wealth
Georgia
$313K – – –
S
736
Sachetta
Massachusetts
$312K -$17.7K -746 -6%
SAM
737
Sawgrass Asset Management
Florida
$312K +$10.1K +426 +3%
GCM
738
Glaxis Capital Management
Florida
$311K – – –
JC
739
Jentner Corp
Ohio
$310K -$806 -34 -0.3%
SG
740
Somerset Group
Minnesota
$310K +$948 +40 +0.3%
FLPIM
741
F.L. Putnam Investment Management
Massachusetts
$310K -$14.5K -610 -4%
GC
742
Gratus Capital
Georgia
$309K – – –
GWA
743
Geometric Wealth Advisors
District of Columbia
$307K +$2.18K +92 +0.7%
CIA
744
Cascade Investment Advisors
Oregon
$307K – – –
SFWA
745
Summit Financial Wealth Advisors
Louisiana
$307K +$82K +3,458 +37%
USCWA
746
U.S. Capital Wealth Advisors
Texas
$306K -$55.2K -2,328 -15%
FA
747
Fiduciary Alliance
South Carolina
$305K -$4.74K -200 -2%
HFP
748
Holistic Financial Partners
Indiana
$305K – – –
SCM
749
Stordahl Capital Management
Colorado
$304K – – –
SWM
750
Sendero Wealth Management
Texas
$304K – – –
28 29
30
31 32