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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Cahaba Wealth Management
Georgia
$314K +$323K +10,789 New
VHAM
877
Van Hulzen Asset Management
California
$313K +$5.16K +172 +2%
HBFP
878
Henderson Brothers Financial Partners
Pennsylvania
$313K +$322K +10,754 New
C1AG
879
Client 1st Advisory Group
Florida
$312K – – –
FVIM
880
Fort Vancouver Investment Management
Washington
$311K -$25.4K -849 -7%
CSP
881
Cary Street Partners
Virginia
$310K -$139K -4,633 -30%
B
882
Birchbrook
Maine
$306K – – –
BIG
883
Brooklyn Investment Group
New York
$305K -$174K -5,804 -36%
PWA
884
Physician Wealth Advisors
Utah
$303K +$4.44K +148 +1%
DAS
885
Daybright Advisory Services
Florida
$303K -$450 -15 -0.1%
MWP
886
Madison Wealth Partners
Wisconsin
$302K +$100K +3,337 +47%
KA
887
KLCM Advisors
Wisconsin
$301K +$30K +1,001 +11%
FMN
888
Financial Management Network
California
$300K +$420 +14 +0.1%
SC
889
Sapient Capital
Indiana
$297K – – –
QCM
890
QRG Capital Management
Illinois
$296K +$51.3K +1,712 +20%
LA
891
LexAurum Advisors
Kansas
$296K +$305K +10,186 New
LNWTC
892
Laird Norton Wetherby Trust Company
Washington
$295K +$1.56K +52 +0.5%
JFGLC
893
Johnson Financial Group LLC (Colorado)
Colorado
$295K +$46.7K +1,557 +18%
APA
894
Astoria Portfolio Advisors
New York
$294K +$180 +6 +0.1%
SWM
895
Spire Wealth Management
Virginia
$293K +$180 +6 +0.1%
MAG
896
Mayfair Advisory Group
Alabama
$290K +$330 +11 +0.1%
AUB
897
Atlantic Union Bankshares
Virginia
$289K -$17.7K -589 -6%
BEW
898
Burton Enright Welch
California
$288K – – –
PWM
899
Parkshore Wealth Management
California
$287K -$13.5K -450 -4%
RPA
900
Rock Point Advisors
Vermont
$286K -$3.6K -120 -1%
34 35
36
37 38