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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
926
Palisade Asset Management
Minnesota
$260K – – –
FNBT
927
FineMark National Bank & Trust
Florida
$260K -$39.5K -1,400 -13%
FCH
928
Freestone Capital Holdings
Washington
$260K -$81.9K -2,902 -24%
S
929
Sachetta
Massachusetts
$257K -$22.1K -784 -8%
GAM
930
Gotham Asset Management
New York
$256K +$254K +8,996 New
AWA
931
Arkadios Wealth Advisors
Georgia
$256K +$21.8K +771 +9%
JPWM
932
Jamison Private Wealth Management
Georgia
$256K +$791 +28 +0.3%
CAI
933
Capital Advisors Inc
Oklahoma
$255K +$6.61K +234 +3%
PFGIA
934
Patriot Financial Group Insurance Agency
Massachusetts
$254K +$452 +16 +0.2%
LPT
935
Legacy Private Trust
Wisconsin
$253K +$9.29K +329 +4%
EPAM
936
Evelyn Partners Asset Management
$252K – – –
AW
937
Alteri Wealth
California
$252K -$8.58K -304 -3%
SAM
938
Sawgrass Asset Management
Florida
$252K +$7.2K +255 +3%
AWMT
939
AAFMAA Wealth Management & Trust
North Carolina
$252K +$250K +8,850 New
JSA
940
Jim Saulnier & Associates
Colorado
$252K +$250K +8,846 New
HPA
941
High Probability Advisors
New York
$252K – – –
GWCM
942
Godshalk Welsh Capital Management
Pennsylvania
$251K – – –
FFS
943
Founders Financial Securities
Maryland
$250K +$248K +8,776 New
CICC
944
Capital Investment Counsel (Colorado)
Colorado
$248K -$50.1K -1,773 -17%
WA
945
WPG Advisers
Maryland
$247K -$8.1K -287 -3%
CIA
946
Cascade Investment Advisors
Oregon
$245K – – –
FC
947
Fusion Capital
South Carolina
$245K +$847 +30 +0.3%
JFGLC
948
Johnson Financial Group LLC (Colorado)
Colorado
$245K +$243K +8,595 New
FL
949
FreeGulliver LLC
Louisiana
$245K +$2.82K +100 +1%
LCC
950
Lincoln Capital Corp
Rhode Island
$244K +$2.48K +88 +1%
36 37
38
39 40