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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
876
Ogorek Anthony Joseph
New York
$1K – – –
HCP
877
Hexagon Capital Partners
Arkansas
$1K +$770 +36 New
CFN
878
Cordasco Financial Network
Florida
$1K +$1.28K +60 New
ARMC
879
American Research & Management Company
Massachusetts
$1K +$1.37K +64 New
MRCM
880
M&R Capital Management
New Jersey
$1K +$1.67K +78 New
GEA
881
Glen Eagle Advisors
New Jersey
$783 – – –
WIM
882
Westside Investment Management
California
$5 – – –
TI
883
Tidal Investments
Wisconsin
– -$34.1M -1,438,484 Closed
WWG
884
West Wealth Group
California
– -$7.57M -319,574 Closed
ADL
885
Asset Dedication LLC
California
– -$7.15M -301,704 Closed
CP
886
Capital Planning
Washington
– -$6.99M -295,254 Closed
SKK
887
Shepherd Kaplan Krochuk
Massachusetts
– -$4.4M -185,780 Closed
OWA
888
One Wealth Advisors
California
– -$3.6M -152,130 Closed
BDWCC
889
B&D White Capital Company
Texas
– -$3.4M -143,604 Closed
SFS
890
Security Financial Services
Indiana
– -$1.97M -83,358 Closed
SPAS
891
Spectrum Planning & Advisory Services
California
– -$1.91M -80,706 Closed
AWM
892
Aries Wealth Management
Maine
– -$1.71M -72,312 Closed
FHA
893
Flagship Harbor Advisors
Massachusetts
– -$1.16M -48,894 Closed
TFA
894
Teamwork Financial Advisors
Texas
– -$1.01M -42,468 Closed
FWP
895
Firethorn Wealth Partners
Georgia
– -$994K -41,976 Closed
ASW
896
Astoria Strategic Wealth
Texas
– -$955K -40,330 Closed
MWM
897
Maripau Wealth Management
Indiana
– -$881K -39,104 Closed
KPWS
898
Kestra Private Wealth Services
Texas
– -$765K -32,290 Closed
MA
899
MBA Advisors
Pennsylvania
– -$763K -32,238 Closed
FAIM
900
Financial Advocates Investment Management
Washington
– -$713K -30,112 Closed
34 35
36
37 38