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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
726
Cordant Inc
Oregon
$328K -$35.4K -1,494 -10%
AP
727
Adero Partners
California
$326K +$93.9K +3,960 +40%
LNWWM
728
Laird Norton Wetherby Wealth Management
California
$326K – – –
GWM
729
GSB Wealth Management
Connecticut
$319K +$806 +34 +0.3%
SWA
730
SFMG Wealth Advisors
Texas
$319K +$616 +26 +0.2%
GFA
731
Gallagher Fiduciary Advisors
Illinois
$316K -$31.1K -1,310 -9%
CAL
732
Capital Advisors Ltd
Ohio
$315K – – –
ES
733
ETF Store
Kansas
$315K -$135K -5,696 -30%
BW
734
Bison Wealth
Georgia
$313K – – –
S
735
Sachetta
Massachusetts
$312K -$17.7K -746 -6%
SAM
736
Sawgrass Asset Management
Florida
$312K +$10.1K +426 +3%
GCM
737
Glaxis Capital Management
Florida
$311K – – –
JC
738
Jentner Corp
Ohio
$310K -$806 -34 -0.3%
SG
739
Somerset Group
Minnesota
$310K +$948 +40 +0.3%
FLPIM
740
F.L. Putnam Investment Management
Massachusetts
$310K -$14.5K -610 -4%
GC
741
Gratus Capital
Georgia
$309K – – –
GWA
742
Geometric Wealth Advisors
District of Columbia
$307K +$2.18K +92 +0.7%
CIA
743
Cascade Investment Advisors
Oregon
$307K – – –
SFWA
744
Summit Financial Wealth Advisors
Louisiana
$307K +$82K +3,458 +37%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$306K -$55.2K -2,328 -15%
FA
746
Fiduciary Alliance
South Carolina
$305K -$4.74K -200 -2%
HFP
747
Holistic Financial Partners
Indiana
$305K – – –
SCM
748
Stordahl Capital Management
Colorado
$304K – – –
SWM
749
Sendero Wealth Management
Texas
$304K – – –
TWA
750
TCI Wealth Advisors
Arizona
$303K +$12.1K +510 +4%
28 29
30
31 32