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
BWP
901
BSW Wealth Partners
Colorado
$274K -$12.5K -442 -4%
PCMC
902
Paragon Capital Management (Colorado)
Colorado
$274K – – –
RIA
903
Regal Investment Advisors
Michigan
$274K +$4.63K +164 +2%
FFA
904
First Foundation Advisors
California
$273K +$14.3K +508 +6%
LI
905
Lafayette Investments
Maryland
$273K – – –
CWM
906
Castle Wealth Management
Florida
$272K – – –
WAM
907
Worth Asset Management
Texas
$272K +$269K +9,541 New
PPWM
908
Perissos Private Wealth Management
Oklahoma
$272K -$100K -3,546 -27%
TWM
909
Triton Wealth Management
Arizona
$270K -$58.1K -2,059 -19%
JIC
910
Joel Isaacson & Co
New York
$269K +$267K +9,440 New
RIS
911
Retirement Income Solutions
Michigan
$267K – – –
PTCG
912
Pring Turner Capital Group
California
$267K – – –
KA
913
KLCM Advisors
Wisconsin
$267K +$264K +9,361 New
WI
914
Wedgewood Investors
Pennsylvania
$266K – – –
RWM
915
Revisor Wealth Management
Ohio
$265K -$196K -6,947 -45%
BC
916
Barnett & Company
Tennessee
$265K +$40.1K +1,420 +18%
FCM
917
Flagship Capital Management
Pennsylvania
$264K +$262K +9,277 New
SFO
918
Stokes Family Office
Louisiana
$264K -$20.5K -725 -7%
CAG
919
Crestwood Advisors Group
Massachusetts
$263K -$95.1K -3,369 -27%
CAM
920
Clark Asset Management
New Hampshire
$262K -$4.15K -147 -2%
EWA
921
Emergent Wealth Advisors
New York
$261K +$565 +20 +0.2%
MWM
922
MBE Wealth Management
Wisconsin
$261K -$452 -16 -0.2%
CWA
923
Crusonia Wealth Advisors
Colorado
$261K +$259K +9,155 New
PAM
924
Palisade Asset Management
Minnesota
$260K – – –
FNBT
925
FineMark National Bank & Trust
Florida
$260K -$39.5K -1,400 -13%
35 36
37
38 39