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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
876
Astoria Portfolio Advisors
New York
$237K -$215K -9,097 -50%
DB
877
Dravo Bay
Delaware
$237K -$31.2K -1,318 -12%
FL
878
FreeGulliver LLC
Louisiana
$236K +$221K +9,331 New
FFM
879
Forum Financial Management
Illinois
$235K +$220K +9,300 New
DBRC
880
D.B. Root & Company
Pennsylvania
$234K -$14.8K -625 -6%
JPWM
881
Jamison Private Wealth Management
Georgia
$234K +$213 +9 +0.1%
PAM
882
Palisade Asset Management
Minnesota
$234K +$2.25K +95 +1%
MWM
883
MBE Wealth Management
Wisconsin
$232K – – –
EWA
884
Emergent Wealth Advisors
New York
$230K -$4.33K -183 -2%
PFGIA
885
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$71.3K -3,015 -25%
OIA
886
Optimum Investment Advisors
Illinois
$230K +$36.3K +1,536 +20%
HCMT
887
Highland Capital Management (Tennessee)
Tennessee
$226K – – –
EFG
888
Elios Financial Group
Ohio
$225K +$211K +8,911 New
AFA
889
Alpha Financial Advisors
North Carolina
$225K -$30K -1,269 -12%
EPAM
890
Evelyn Partners Asset Management
$224K – – –
HPA
891
High Probability Advisors
New York
$224K – – –
ATC
892
Advantage Trust Company
Kansas
$223K +$133K +5,620 +176%
GWCM
893
Godshalk Welsh Capital Management
Pennsylvania
$223K -$18.9K -800 -8%
CIC
894
Carnegie Investment Counsel
Ohio
$222K +$208K +8,778 New
MMA
895
Miracle Mile Advisors
California
$221K -$21K -888 -9%
FCC
896
Flower City Capital
New York
$221K – – –
CFS
897
Coordinated Financial Services
Colorado
$221K +$567 +24 +0.3%
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$220K +$206K +8,713 New
FC
899
Fusion Capital
South Carolina
$220K -$8.44K -357 -4%
LPT
900
Legacy Private Trust
Wisconsin
$220K +$206K +8,696 New
34 35
36
37 38