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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
776
SageView Advisory Group
California
$305K +$5.86K +230 +2%
DIA
777
Dana Investment Advisors
Wisconsin
$305K -$18.1K -710 -5%
RIM
778
Rockbridge Investment Management
New York
$304K -$44.6K -1,750 -12%
FMWA
779
Forvis Mazars Wealth Advisors
Missouri
$303K +$5.86K +230 +2%
SCM
780
Stordahl Capital Management
Colorado
$300K -$13.9K -546 -4%
SWM
781
Sendero Wealth Management
Texas
$300K – – –
CIA
782
Compass Ion Advisors
Pennsylvania
$297K -$186K -7,280 -36%
CWP
783
Core Wealth Partners
California
$297K +$586 +23 +0.2%
AW
784
Alteri Wealth
California
$296K -$15.4K -606 -5%
HCP
785
Hexagon Capital Partners
Arkansas
$296K +$48.3K +1,894 +18%
FA
786
Fagan Associates
New York
$295K – – –
SSB
787
Sandy Spring Bank
Maryland
$294K +$3.8K +149 +1%
WFP
788
Wrenne Financial Planning
Kentucky
$294K +$10.2K +399 +3%
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$293K – – –
CIA
790
Cascade Investment Advisors
Oregon
$292K – – –
BC
791
Bowman & Company
Wisconsin
$291K +$714 +28 +0.2%
HWA
792
HCR Wealth Advisors
California
$290K +$51 +2 +0%
RIA
793
Regal Investment Advisors
Michigan
$289K -$11.4K -446 -3%
VC
794
Veery Capital
Delaware
$287K -$139K -5,450 -31%
GIP
795
Granite Investment Partners
California
$285K +$115K +4,500 +59%
SG
796
Somerset Group
Minnesota
$285K -$12K -470 -4%
CW
797
Curio Wealth
Maryland
$284K -$280K -10,993 -100%
PFGIA
798
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$9.61K +377 +3%
CI
799
Cordant Inc
Oregon
$283K -$39.8K -1,562 -11%
VF
800
Vawter Financial
Ohio
$282K +$28.5K +1,120 +10%
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