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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
SignalPoint Asset Management
Missouri
$270K +$19.4K +780 +8%
CWP
802
Core Wealth Partners
California
$269K +$259K +10,448 New
HWA
803
Heartwood Wealth Advisors
Virginia
$269K – – –
PCS
804
Private Client Services
Kentucky
$268K +$258K +10,398 New
PFS
805
Prospera Financial Services
Texas
$265K +$256K +10,300 New
KCM
806
Kathmere Capital Management
Pennsylvania
$263K +$248 +10 +0.1%
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K +$1.69K +68 +0.7%
NC
808
Napatree Capital
Rhode Island
$259K – – –
CAG
809
Crestwood Advisors Group
Massachusetts
$259K +$1.19K +48 +0.5%
SCM
810
SOL Capital Management
Maryland
$257K -$16.4K -662 -6%
MA
811
MCF Advisors
Kentucky
$257K -$7.85K -316 -3%
CAI
812
Capital Advisors Inc
Oklahoma
$255K -$5.91K -238 -2%
MAG
813
Mayfair Advisory Group
Alabama
$255K +$16.8K +678 +7%
SFO
814
Stokes Family Office
Louisiana
$254K +$245K +9,880 New
DBRC
815
D.B. Root & Company
Pennsylvania
$253K -$4.02K -162 -2%
CSI
816
Cross Staff Investments
New York
$251K +$50 +2 +0%
GB
817
Goepper Burkhardt
South Carolina
$249K -$4.97K -200 -2%
PCMC
818
Paragon Capital Management (Colorado)
Colorado
$248K – – –
SW
819
Simplicity Wealth
New Jersey
$247K -$7.34M -295,442 -97%
DADC
820
D.A. Davidson & Co
Montana
$246K +$238K +9,570 New
FMN
821
Financial Management Network
California
$244K +$745 +30 +0.3%
WI
822
Wedgewood Investors
Pennsylvania
$241K – – –
HWM
823
Heirloom Wealth Management
Colorado
$239K – – –
BEW
824
Burton Enright Welch
California
$239K – – –
BIG
825
Builder Investment Group
Georgia
$238K – – –
31 32
33
34 35