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
SMA
751
Seven Mile Advisory
New Jersey
$354K – – –
PFA
752
Pure Financial Advisors
California
$353K -$73.2K -3,097 -18%
PD
753
Planning Directions
Pennsylvania
$351K -$153K -6,462 -32%
SSA
754
Sierra Summit Advisors
Nevada
$351K -$17.3K -732 -5%
PFT
755
Providence First Trust
Arizona
$349K +$3.31K +140 +1%
SAG
756
SageView Advisory Group
California
$348K +$5.41K +229 +2%
FVIM
757
Fort Vancouver Investment Management
Washington
$347K -$2.74K -116 -0.8%
CICC
758
Capital Investment Counsel (Colorado)
Colorado
$345K -$189 -8 -0.1%
SIMG
759
Sonora Investment Management Group
Arizona
$344K +$2.36K +100 +0.7%
WFP
760
Wrenne Financial Planning
Kentucky
$344K +$25.2K +1,067 +9%
FCH
761
Freestone Capital Holdings
Washington
$342K -$121K -5,127 -27%
PWA
762
Physician Wealth Advisors
Utah
$342K +$662 +28 +0.2%
PMSA
763
Patrick M. Sweeney & Associates
Illinois
$342K -$13.1K -553 -4%
PFA
764
Pathway Financial Advisors
Vermont
$340K +$317K +13,427 New
MWA
765
Medallion Wealth Advisors
Connecticut
$339K -$45.9K -1,942 -13%
RWM
766
Ritholtz Wealth Management
New York
$339K +$316K +13,385 New
GCM
767
Glaxis Capital Management
Florida
$337K +$1.04K +44 +0.3%
RWB
768
RMR Wealth Builders
New Jersey
$337K +$315K +13,317 New
SWA
769
SFMG Wealth Advisors
Texas
$337K +$1.56K +66 +0.5%
JWM
770
JPL Wealth Management
Colorado
$336K -$61.6K -2,604 -16%
STA
771
Summit Trail Advisors
New York
$335K +$313K +13,242 New
FNBT
772
FineMark National Bank & Trust
Florida
$334K -$26.8K -1,132 -8%
PPWM
773
Perissos Private Wealth Management
Oklahoma
$331K +$520 +22 +0.2%
FRA
774
Front Row Advisors
California
$330K -$11.3K -480 -4%
DIA
775
Dana Investment Advisors
Wisconsin
$329K – – –
29 30
31
32 33