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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
801
LifeSteps Financial
California
$252K -$4.34K -206 -2%
IAA
802
Independent Advisor Alliance
North Carolina
$249K -$47.9K -2,272 -18%
B
803
Birchbrook
Maine
$248K +$222K +10,520 New
PVI
804
Pine Valley Investments
New Jersey
$248K +$222K +10,514 New
GS
805
GTS Securities
Florida
$247K +$221K +10,476 New
PAMG
806
Patton Albertson Miller Group
Tennessee
$247K – – –
SQA
807
Simon Quick Advisors
New Jersey
$247K -$125K -5,912 -36%
HWM
808
Heirloom Wealth Management
Colorado
$247K -$44.7K -2,122 -17%
FNBT
809
FineMark National Bank & Trust
Florida
$246K -$2.53K -120 -1%
PCM
810
Palouse Capital Management
Washington
$245K -$3.75K -178 -2%
WCF
811
West Coast Financial
California
$243K – – –
QCM
812
QRG Capital Management
Illinois
$243K +$217K +10,288 New
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$1.14K +54 +0.5%
NC
814
Napatree Capital
Rhode Island
$239K +$214K +10,130 New
KCM
815
Kathmere Capital Management
Pennsylvania
$239K +$1.52K +72 +0.7%
MA
816
MCF Advisors
Kentucky
$235K -$15.5K -736 -7%
CAG
817
Crestwood Advisors Group
Massachusetts
$234K +$1.52K +72 +0.7%
HWA
818
HCR Wealth Advisors
California
$234K +$208K +9,890 New
GIA
819
Gladstone Institutional Advisory
Florida
$232K -$73.7K -3,496 -26%
AC
820
Apella Capital
Connecticut
$232K +$214K +10,158 New
AP
821
Adero Partners
California
$231K -$1.14K -54 -0.5%
GB
822
Goepper Burkhardt
South Carolina
$231K -$379 -18 -0.2%
MA
823
Modus Advisors
Minnesota
$231K -$150K -7,138 -42%
CW
824
CreativeOne Wealth
Kansas
$226K -$2.49K -118 -1%
SFG
825
StrategIQ Financial Group
Indiana
$224K +$200K +9,492 New
31 32
33
34 35