We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
726
Jeppson Wealth Management
California
$413K
PA
727
Planning Alternatives
Michigan
$407K -$2.41K -90 -0.6%
CFO
728
Callan Family Office
Pennsylvania
$406K
SPA
729
Sentinel Pension Advisors
Massachusetts
$406K -$8.1K -303 -2%
CCC
730
Compass Capital Corp
Massachusetts
$404K -$42.1K -1,576 -10%
HT
731
Heritage Trust
Oklahoma
$400K
MCP
732
Mirador Capital Partners
California
$397K -$5.43K -203 -1%
OAM
733
Oppenheimer Asset Management
New York
$397K +$2.46K +92 +0.7%
CA
734
Continuum Advisory
Idaho
$396K +$3.77K +141 +1%
CCA
735
Clarity Capital Advisors
Florida
$394K +$1.2K +45 +0.3%
PMSA
736
Patrick M. Sweeney & Associates
Illinois
$393K +$26.6K +996 +8%
BCM
737
Brookstone Capital Management
Illinois
$392K -$412K -15,399 -52%
SMA
738
Seven Mile Advisory
New Jersey
$391K
HF
739
HRT Financial
New York
$389K -$429K -16,033 -53%
PD
740
Planning Directions
Pennsylvania
$388K +$802 +30 +0.2%
SAG
741
SageView Advisory Group
California
$386K +$16.2K +607 +5%
CWM
742
Cabot Wealth Management
Massachusetts
$386K -$8.13K -304 -2%
SSA
743
Sierra Summit Advisors
Nevada
$385K -$1.12K -42 -0.3%
Bank of New York Mellon
744
Bank of New York Mellon
New York
$384K -$6.36M -238,000 -95%
HCP
745
Hexagon Capital Partners
Arkansas
$381K -$21.8K -817 -6%
HCP
746
Hardin Capital Partners
South Carolina
$376K -$73.5K -2,749 -17%
WFP
747
Wrenne Financial Planning
Kentucky
$376K -$3.1K -116 -0.9%
MWM
748
Moran Wealth Management
Florida
$375K +$360K +13,449 New
PFA
749
Pathway Financial Advisors
Vermont
$375K
GCM
750
Glaxis Capital Management
Florida
$373K +$1.12K +42 +0.3%