We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
751
Carolinas Wealth Consulting
North Carolina
$385K -$18K -677 -4%
PA
752
Planning Alternatives
Michigan
$385K -$12.6K -472 -3%
MWA
753
Medallion Wealth Advisors
Connecticut
$383K +$396K +14,880 New
DB
754
Dravo Bay
Delaware
$382K +$393K +14,763 New
RIM
755
Rockbridge Investment Management
New York
$381K -$60.8K -2,286 -13%
SSW
756
Stone Summit Wealth
Florida
$379K -$36.8K -1,383 -9%
FNBT
757
FineMark National Bank & Trust
Florida
$378K -$16.2K -608 -4%
CFO
758
Callan Family Office
Pennsylvania
$376K +$387K +14,548 New
PFA
759
Pure Financial Advisors
California
$375K -$239 -9 -0.1%
MCP
760
Mirador Capital Partners
California
$375K -$40.3K -1,516 -9%
SIMG
761
Sonora Investment Management Group
Arizona
$372K +$15.3K +574 +4%
CW
762
CreativeOne Wealth
Kansas
$371K +$13.4K +504 +4%
CAL
763
Capital Advisors Ltd
Ohio
$371K +$35.3K +1,325 +10%
SSA
764
Sierra Summit Advisors
Nevada
$369K +$12.4K +465 +3%
GCA
765
Genesee Capital Advisors
New York
$368K +$378K +14,222 New
CIA
766
Compass Investment Advisers
Oregon
$363K +$374K +14,038 New
OAM
767
Oppenheimer Asset Management
New York
$363K +$1.2K +45 +0.3%
SMA
768
Seven Mile Advisory
New Jersey
$362K – – –
SWM
769
Spire Wealth Management
Virginia
$362K +$7.9K +297 +2%
PPWM
770
Perissos Private Wealth Management
Oklahoma
$361K +$27.6K +1,037 +8%
KFS
771
Kaizen Financial Strategies
California
$361K +$10.6K +398 +3%
AP
772
Adero Partners
California
$355K – – –
BCM
773
Brookstone Capital Management
Illinois
$355K -$31.2K -1,171 -8%
DIA
774
Dana Investment Advisors
Wisconsin
$355K +$18.9K +709 +5%
FF
775
Farnam Financial
Arizona
$353K +$132K +4,965 +57%
29 30
31
32 33