We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
851
Cascade Financial Partners
California
$272K -$280K -10,528 -50%
MAG
852
Mayfair Advisory Group
Alabama
$272K +$15.3K +575 +6%
B
853
Birchbrook
Maine
$272K – – –
GPWM
854
Grant Private Wealth Management
California
$272K +$280K +10,512 New
CICC
855
Capital Investment Counsel (Colorado)
Colorado
$270K -$199K -7,464 -42%
MCM
856
Mainstay Capital Management
Michigan
$270K -$51.2K -1,924 -16%
HWA
857
Heartwood Wealth Advisors
Virginia
$270K – – –
PCS
858
Private Client Services
Kentucky
$269K +$559 +21 +0.2%
KCM
859
Kathmere Capital Management
Pennsylvania
$265K +$878 +33 +0.3%
LA
860
Lifeworks Advisors
Michigan
$264K -$67.3K -2,528 -20%
HWM
861
Heirloom Wealth Management
Colorado
$264K +$24.1K +907 +10%
PFPT
862
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K -$136K -5,111 -50%
DP
863
Dearborn Partners
Illinois
$262K +$41.5K +1,560 +18%
GSWM
864
Golden State Wealth Management
California
$260K +$268K +10,072 New
NC
865
Napatree Capital
Rhode Island
$260K – – –
SFO
866
Stokes Family Office
Louisiana
$258K +$3.09K +116 +1%
SCM
867
SOL Capital Management
Maryland
$258K – – –
CAG
868
Crestwood Advisors Group
Massachusetts
$257K -$2.37K -89 -0.9%
SAM
869
SignalPoint Asset Management
Missouri
$257K -$15.4K -578 -5%
MA
870
MCF Advisors
Kentucky
$257K -$745 -28 -0.3%
BIG
871
Builder Investment Group
Georgia
$256K +$17.1K +644 +7%
RPA
872
Rock Point Advisors
Vermont
$256K -$247K -9,270 -48%
CA
873
Clune & Associates
Illinois
$255K +$263K +9,870 New
CIA
874
Capital Investment Advisors
Georgia
$255K +$16K +600 +6%
CSI
875
Cross Staff Investments
New York
$254K +$1.62K +61 +0.6%
33 34
35
36 37