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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
901
Financial Consulate
Maryland
$275K +$791 +28 +0.3%
CPA
902
Cathy Pareto & Associates
Florida
$275K -$11.5K -408 -4%
BWP
903
BSW Wealth Partners
Colorado
$274K -$12.5K -442 -4%
PCMC
904
Paragon Capital Management (Colorado)
Colorado
$274K – – –
RIA
905
Regal Investment Advisors
Michigan
$274K +$4.63K +164 +2%
FFA
906
First Foundation Advisors
California
$273K +$14.3K +508 +6%
LI
907
Lafayette Investments
Maryland
$273K – – –
CWM
908
Castle Wealth Management
Florida
$272K – – –
WAM
909
Worth Asset Management
Texas
$272K +$269K +9,541 New
PPWM
910
Perissos Private Wealth Management
Oklahoma
$272K -$100K -3,546 -27%
TWM
911
Triton Wealth Management
Arizona
$270K -$58.1K -2,059 -19%
JIC
912
Joel Isaacson & Co
New York
$269K +$267K +9,440 New
RIS
913
Retirement Income Solutions
Michigan
$267K – – –
PTCG
914
Pring Turner Capital Group
California
$267K – – –
KA
915
KLCM Advisors
Wisconsin
$267K +$264K +9,361 New
WI
916
Wedgewood Investors
Pennsylvania
$266K – – –
RWM
917
Revisor Wealth Management
Ohio
$265K -$196K -6,947 -45%
BC
918
Barnett & Company
Tennessee
$265K +$40.1K +1,420 +18%
FCM
919
Flagship Capital Management
Pennsylvania
$264K +$262K +9,277 New
SFO
920
Stokes Family Office
Louisiana
$264K -$20.5K -725 -7%
CAG
921
Crestwood Advisors Group
Massachusetts
$263K -$95.1K -3,369 -27%
CAM
922
Clark Asset Management
New Hampshire
$262K -$4.15K -147 -2%
EWA
923
Emergent Wealth Advisors
New York
$261K +$565 +20 +0.2%
MWM
924
MBE Wealth Management
Wisconsin
$261K -$452 -16 -0.2%
CWA
925
Crusonia Wealth Advisors
Colorado
$261K +$259K +9,155 New
35 36
37
38 39