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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
926
Kathleen S. Wright Associates
Pennsylvania
$223K -$7.41K -277 -3%
NSIM
927
North Star Investment Management
Illinois
$223K +$160 +6 +0.1%
PMG
928
Private Management Group
California
$221K +$212K +7,922 New
SWA
929
Sax Wealth Advisors
New Jersey
$221K +$211K +7,909 New
2L
930
25 LLC
Missouri
$221K +$211K +7,904 New
LA
931
LexAurum Advisors
Kansas
$220K -$18.7K -698 -8%
BC
932
Barnett & Company
Tennessee
$220K +$211K +7,874 New
SFS
933
Strategic Financial Services
New York
$219K +$210K +7,864 New
SQA
934
Simon Quick Advisors
New Jersey
$216K +$207K +7,751 New
AWP
935
Astra Wealth Partners
New Jersey
$216K +$207K +7,739 New
FBC
936
Fairfield, Bush & Co
Connecticut
$216K +$207K +7,737 New
AL
937
ADE LLC
Maryland
$215K +$206K +7,715 New
HCWM
938
Hidden Cove Wealth Management
Washington
$213K +$204K +7,646 New
BHWM
939
Beaird Harris Wealth Management
Texas
$212K – – –
QPWM
940
Quadrant Private Wealth Management
Pennsylvania
$211K +$202K +7,553 New
HIM
941
Harbour Investment Management
Washington
$211K +$202K +7,547 New
ESB
942
Essex Savings Bank
Connecticut
$210K +$202K +7,544 New
BBW
943
Blue Barn Wealth
Utah
$209K +$200K +7,489 New
TWM
944
Topsail Wealth Management
North Carolina
$207K – – –
JBW
945
Journey Beyond Wealth
Georgia
$206K +$198K +7,401 New
AIMC
946
Alley Investment Management Company
Illinois
$206K +$198K +7,396 New
BCM
947
Becker Capital Management
Oregon
$204K -$26.7K -1,000 -12%
PWM
948
PTM Wealth Management
United States
$204K +$193K +7,200 New
AA
949
Apriem Advisors
California
$203K +$195K +7,285 New
TIM
950
Total Investment Management
Arizona
$203K -$56.1K -2,099 -22%
36 37
38
39 40