We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
776
SOL Capital Management
Maryland
$268K -$671K -28,658 -72%
SQA
777
Simon Quick Advisors
New Jersey
$267K +$9.28K +396 +4%
DADC
778
D.A. Davidson & Co
Montana
$264K +$251K +10,716 New
CP
779
Capital Planning
Washington
$263K +$251K +10,694 New
PIM
780
Penobscot Investment Management
Massachusetts
$263K -$78.9K -3,368 -24%
MPM
781
Meritage Portfolio Management
Kansas
$262K -$3.05K -130 -1%
CA
782
Continuum Advisory
Idaho
$262K -$1.13M -48,258 -82%
SB
783
Strategic Blueprint
Georgia
$261K -$240K -10,234 -49%
LF
784
LifeSteps Financial
California
$259K -$3.33K -142 -1%
B
785
Birchbrook
Maine
$259K – – –
HWA
786
Heartwood Wealth Advisors
Virginia
$257K -$18.8K -804 -7%
HCP
787
Hexagon Capital Partners
Arkansas
$256K +$72.6K +3,098 +42%
FNBT
788
FineMark National Bank & Trust
Florida
$256K – – –
PFPT
789
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K +$562 +24 +0.2%
SAM
790
Smartleaf Asset Management
Massachusetts
$250K +$180K +7,672 +305%
KCM
791
Kathmere Capital Management
Pennsylvania
$249K +$187 +8 +0.1%
OAM
792
Oppenheimer Asset Management
New York
$248K -$115K -4,922 -33%
EFN
793
Equita Financial Network
Pennsylvania
$246K +$234K +9,972 New
JPWM
794
Jamison Private Wealth Management
Georgia
$245K +$137K +5,858 +143%
CFP
795
Cascade Financial Partners
California
$245K +$246K +10,516 New
MA
796
MCF Advisors
Kentucky
$245K +$187 +8 +0.1%
Citigroup
797
Citigroup
New York
$244K +$163K +6,944 +233%
CAG
798
Crestwood Advisors Group
Massachusetts
$244K +$141 +6 +0.1%
HWA
799
HCR Wealth Advisors
California
$242K -$1.13K -48 -0.5%
AP
800
Adero Partners
California
$241K – – –