We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
776
Ruggaard & Associates
Ohio
$428K – – –
FCU
777
Financial Concepts Unlimited
Maine
$428K +$441K +14,703 New
HCP
778
Hardin Capital Partners
South Carolina
$427K +$35.3K +1,179 +9%
XWL
779
XXI Wealth LLC
Illinois
$425K – – –
HWA
780
HCR Wealth Advisors
California
$423K +$60 +2 +0%
CFO
781
Callan Family Office
Pennsylvania
$423K – – –
VA
782
VestGen Advisors
Illinois
$421K +$22.7K +757 +6%
HT
783
Heritage Trust
Oklahoma
$417K – – –
GWMR
784
GC Wealth Management RIA
Massachusetts
$417K +$429K +14,323 New
S
785
SignatureFD
Georgia
$415K +$55.1K +1,838 +15%
BFG
786
Berger Financial Group
Minnesota
$414K -$21K -700 -5%
CCA
787
Clarity Capital Advisors
Florida
$413K +$570 +19 +0.1%
USCWA
788
U.S. Capital Wealth Advisors
Texas
$413K +$1.77K +59 +0.4%
SPA
789
Sentinel Pension Advisors
Massachusetts
$411K +$72.6K +2,423 +21%
SMA
790
Seven Mile Advisory
New Jersey
$407K – – –
PA
791
Planning Alternatives
Michigan
$404K -$17.1K -571 -4%
APW
792
Aurora Private Wealth
New Jersey
$404K – – –
KF
793
Ketron Financial
California
$402K +$53.5K +1,786 +15%
SSA
794
Sierra Summit Advisors
Nevada
$402K – – –
Russell Investments Group
795
Russell Investments Group
United Kingdom
$400K -$235K -7,829 -36%
DSC
796
Daytona Street Capital
Missouri
$399K +$48K +1,600 +13%
PFA
797
Pathway Financial Advisors
Vermont
$396K – – –
STA
798
Summit Trail Advisors
New York
$396K – – –
GVAG
799
Great Valley Advisor Group
Delaware
$392K -$16.2K -540 -4%
Neuberger Berman Group
800
Neuberger Berman Group
New York
$391K – – –