We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
926
JFG Wealth Management
Colorado
$215K +$221K +8,305 New
SQA
927
Simon Quick Advisors
New Jersey
$215K +$851 +32 +0.4%
CFS
928
Coordinated Financial Services
Colorado
$214K +$220K +8,286 New
TA
929
TruWealth Advisors
Louisiana
$214K +$219K +8,248 New
AWA
930
ARQ Wealth Advisors
Arizona
$214K -$23.1K -870 -10%
AIM
931
Avity Investment Management
Connecticut
$213K +$219K +8,245 New
KeyBank National Association
932
KeyBank National Association
Ohio
$212K +$4.74K +178 +2%
CIC
933
Carnegie Investment Counsel
Ohio
$211K +$239 +9 +0.1%
BWA
934
Bordeaux Wealth Advisors
California
$211K -$20.4K -766 -9%
BFO
935
Biltmore Family Office
North Carolina
$211K – – –
TIM
936
Total Investment Management
Arizona
$211K +$217K +8,147 New
Bessemer Group
937
Bessemer Group
New Jersey
$208K +$214K +8,040 New
VCA
938
Verdence Capital Advisors
Maryland
$208K -$5.8K -218 -3%
BAM
939
Bosun Asset Management
Illinois
$207K – – –
Brown Advisory
940
Brown Advisory
Maryland
$206K -$2.4K -90 -1%
GB
941
Goepper Burkhardt
South Carolina
$206K -$44.7K -1,680 -17%
SPIA
942
Steward Partners Investment Advisory
New York
$206K -$4.1K -154 -2%
MW
943
Maia Wealth
Colorado
$205K +$205K +7,699 New
JBW
944
Journey Beyond Wealth
Georgia
$204K +$210K +7,881 New
SFS
945
Strategic Financial Services
New York
$203K – – –
DE
946
Diversified Enterprises
Delaware
$203K +$186 +7 +0.1%
OC
947
Optima Capital
Oregon
$203K +$209K +7,859 New
SCM
948
Sebold Capital Management
Illinois
$203K -$9.07K -341 -4%
FFA
949
First Foundation Advisors
California
$202K +$208K +7,823 New
BFM
950
Broadview Financial Management
Wisconsin
$202K -$2.26K -85 -1%