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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
801
Crestwood Advisors Group
Massachusetts
$237K +$2.32K +98 +1%
SIMG
802
Sonora Investment Management Group
Arizona
$237K – – –
JLBC
803
J.L. Bainbridge & Co
Florida
$236K +$4.65K +196 +2%
PMSA
804
Patrick M. Sweeney & Associates
Illinois
$235K +$14.9K +630 +7%
GB
805
Goepper Burkhardt
South Carolina
$234K – – –
HWA
806
HCR Wealth Advisors
California
$234K – – –
QCM
807
QRG Capital Management
Illinois
$233K +$21.4K +902 +10%
MA
808
Modus Advisors
Minnesota
$232K – – –
CSI
809
Cross Staff Investments
New York
$231K +$948 +40 +0.4%
SAM
810
SignalPoint Asset Management
Missouri
$231K +$231K +9,734 New
MAG
811
Mayfair Advisory Group
Alabama
$229K +$3.98K +168 +2%
FNBT
812
FineMark National Bank & Trust
Florida
$229K -$18K -760 -7%
PCMC
813
Paragon Capital Management (Colorado)
Colorado
$228K -$155K -6,552 -40%
CW
814
CreativeOne Wealth
Kansas
$227K -$127K -5,374 -36%
BWA
815
Bordeaux Wealth Advisors
California
$227K +$1.14K +48 +0.5%
MFG
816
Merit Financial Group
Georgia
$225K -$99.4K -4,192 -31%
FMN
817
Financial Management Network
California
$223K +$711 +30 +0.3%
CIA
818
Capital Investment Advisors
Georgia
$222K +$15.5K +654 +8%
WI
819
Wedgewood Investors
Pennsylvania
$222K +$221K +9,344 New
HWM
820
Heirloom Wealth Management
Colorado
$221K – – –
BEW
821
Burton Enright Welch
California
$220K – – –
BIG
822
Builder Investment Group
Georgia
$220K +$379 +16 +0.2%
AWM
823
Accurate Wealth Management
Florida
$219K +$207K +8,746 New
PTCG
824
Pring Turner Capital Group
California
$218K – – –
RIS
825
Retirement Income Solutions
Michigan
$218K – – –
31 32
33
34 35