We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
751
Patrick M. Sweeney & Associates
Illinois
$435K +$32.8K +1,162 +8%
MCP
752
Mirador Capital Partners
California
$434K +$28.5K +1,009 +7%
FNBOMD
753
First National Bank of Mount Dora
Florida
$433K – – –
BFC
754
Bedel Financial Consulting
Indiana
$431K -$5.14K -182 -1%
CAG
755
Curtis Advisory Group
California
$430K -$6.75K -239 -2%
CW
756
CreativeOne Wealth
Kansas
$429K -$12.5K -443 -3%
BFG
757
Berger Financial Group
Minnesota
$425K -$537 -19 -0.1%
BW
758
BIP Wealth
Georgia
$425K +$28 +1 +0%
SPIA
759
Steward Partners Investment Advisory
New York
$422K +$170K +6,030 +69%
JWM
760
Jeppson Wealth Management
California
$421K – – –
RA
761
Ruggaard & Associates
Ohio
$419K -$36.7K -1,300 -8%
OFS
762
Opus Financial Solutions
Illinois
$418K +$414K +14,674 New
PFA
763
Pure Financial Advisors
California
$417K -$167K -5,920 -29%
GWSA
764
Global Wealth Strategies & Associates
Colorado
$416K -$22.1K -784 -5%
XWL
765
XXI Wealth LLC
Illinois
$416K +$412K +14,598 New
VFG
766
Victory Financial Group
Texas
$415K +$412K +14,575 New
Northern Trust
767
Northern Trust
Illinois
$415K -$113K -4,005 -22%
HWA
768
HCR Wealth Advisors
California
$414K +$61.1K +2,162 +17%
CFO
769
Callan Family Office
Pennsylvania
$414K – – –
PA
770
Planning Alternatives
Michigan
$412K -$3.3K -117 -0.8%
OAM
771
Oppenheimer Asset Management
New York
$409K +$4.09K +145 +1%
HT
772
Heritage Trust
Oklahoma
$408K – – –
CA
773
Continuum Advisory
Idaho
$405K +$593 +21 +0.1%
AIM
774
Advyzon Investment Management
Illinois
$404K +$58.3K +2,065 +17%
APW
775
Aurora Private Wealth
New Jersey
$404K +$401K +14,190 New