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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
726
Oppenheimer Asset Management
New York
$485K +$68.9K +2,300 +16%
CCG
727
Chatham Capital Group
Georgia
$484K – – –
SOS
728
Silver Oak Securities
Tennessee
$484K -$252K -8,408 -34%
GCM
729
Gambit Capital Management
Tennessee
$482K -$374K -12,481 -43%
APG
730
Abacus Planning Group
South Carolina
$482K +$5.84K +195 +1%
CAG
731
Curtis Advisory Group
California
$480K +$41.6K +1,389 +9%
PFS
732
Prospera Financial Services
Texas
$479K +$11K +367 +2%
DADC
733
D.A. Davidson & Co
Montana
$478K +$16.9K +564 +4%
QWM
734
Quadcap Wealth Management
Texas
$476K +$21K +700 +4%
BIA
735
Bigelow Investment Advisors
Maine
$474K -$55.2K -1,840 -10%
TAM
736
Townsend Asset Management
North Carolina
$474K -$98.9K -3,299 -17%
TP
737
Tranquility Partners
Tennessee
$473K -$4.74K -158 -1%
BA
738
Bridgewater Advisors
New York
$472K -$2.07K -69 -0.5%
MFF
739
Michels Family Financial
Texas
$470K +$600 +20 +0.1%
RIG
740
RiverFront Investment Group
Virginia
$470K +$484K +16,152 New
WWM
741
Western Wealth Management
Colorado
$468K +$179K +5,957 +59%
SW
742
Simplicity Wealth
New Jersey
$467K -$399K -13,303 -45%
LIA
743
LBMC Investment Advisors
Tennessee
$467K – – –
HFO
744
Heritage Family Offices
Arizona
$467K -$19.4K -647 -4%
FCA
745
Fortis Capital Advisors
Kansas
$464K -$7.73K -258 -2%
SWM
746
Silverlake Wealth Management
Vermont
$463K -$67.4K -2,247 -12%
ODIJL
747
One Day In July LLC
Vermont
$462K – – –
EK
748
Evensky & Katz
Florida
$461K -$8.96K -299 -2%
MCP
749
Mirador Capital Partners
California
$458K +$15.5K +518 +3%
DM
750
Diversified Management
Wisconsin
$457K +$30 +1 +0%
28 29
30
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