We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
Exchange Capital Management
Michigan
$3.59M +$1.17M +73,004 +52%
OCM
77
One Capital Management
California
$3.58M +$98.9K +6,152 +3%
SWA
78
Sutton Wealth Advisors
Florida
$3.53M +$161K +10,028 +5%
JWA
79
JFS Wealth Advisors
Pennsylvania
$3.52M +$140K +8,708 +4%
WC
80
Whitnell & Co
Illinois
$3.49M -$56.3K -3,504 -2%
PAG
81
Pinnacle Advisory Group
Maryland
$3.45M +$202K +12,544 +7%
IA
82
IFP Advisors
Florida
$3.37M +$136K +8,444 +4%
CMP
83
Courage Miller Partners
Virginia
$3.32M +$112K +6,944 +4%
DP
84
Denver PWM
Colorado
$3.13M +$3M +186,308 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$3.1M +$1.88M +116,912 +175%
IWMA
86
Ironwood Wealth Management (Arizona)
Arizona
$3.04M +$2.9M +180,664 New
FI
87
FormulaFolio Investments
Michigan
$2.99M +$1.5M +93,164 +110%
Wells Fargo
88
Wells Fargo
California
$2.95M +$240K +14,900 +9%
FIM
89
Frontier Investment Management
Texas
$2.93M +$91.3K +5,676 +3%
DIA
90
Denver Investment Advisors
Colorado
$2.9M +$16.4K +1,020 +0.6%
OIA
91
OneDigital Investment Advisors
Kansas
$2.83M +$22.3K +1,384 +0.8%
GAM
92
Garrison Asset Management
Arkansas
$2.82M -$11.4K -708 -0.4%
BAM
93
Berkshire Asset Management
Pennsylvania
$2.79M -$3.15K -196 -0.1%
NPC
94
National Planning Corporation
California
$2.68M -$1.43M -89,160 -36%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.63M -$475K -29,568 -16%
EK
96
Evensky & Katz
Florida
$2.59M +$436K +27,120 +21%
LF
97
Lee Financial
Texas
$2.58M +$62.6K +3,892 +3%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$2.55M -$766K -47,616 -24%
VAS
99
Valicenti Advisory Services
New York
$2.52M +$50K +3,112 +2%
CWM
100
Confluence Wealth Management
Oregon
$2.5M -$305K -18,968 -11%