We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Marquette Asset Management
Minnesota
$11.1M -$748K -30,400 -6%
TWP
77
Treybourne Wealth Planners
Indiana
$11M -$8.36K -340 -0.1%
FNC
78
First National Corp
Massachusetts
$10.8M -$1.61M -65,272 -13%
ACA
79
Ascension Capital Advisors
Texas
$10.8M +$109K +4,428 +1%
AF
80
Advisornet Financial
Minnesota
$10.6M +$2.15M +87,468 +26%
OWM
81
Orgel Wealth Management
Wisconsin
$10.6M +$339K +13,792 +3%
PIMG
82
Patriot Investment Management Group
Tennessee
$10.6M +$5.11M +207,768 +96%
WANY
83
Wealthspire Advisors (New York)
New York
$10.5M -$1.44M -58,608 -12%
BCMO
84
Buckingham Capital Management (Ohio)
Ohio
$9.78M -$482K -19,616 -5%
AWMG
85
Alliance Wealth Management Group
New Jersey
$9.6M -$57K -2,316 -0.6%
TCM
86
Towercrest Capital Management
Pennsylvania
$9.6M -$57K -2,316 -0.6%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$9.48M +$197K +8,000 +2%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$9.3M +$193K +7,860 +2%
HI
89
Harbour Investments
Wisconsin
$9.25M +$9.13M +371,240 New
MTC
90
Matrix Trust Company
Colorado
$9.23M -$128K -5,212 -1%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$9.08M -$223K -9,060 -2%
MGIA
92
Moneta Group Investment Advisors
Missouri
$9.06M +$2.11M +85,724 +31%
RA
93
Riversedge Advisors
Delaware
$8.87M -$794K -32,288 -8%
SJIM
94
St. Johns Investment Management
Florida
$8.85M -$397K -16,132 -4%
SBL
95
Sargent Bickham Lagudis
Colorado
$8.56M +$993K +40,364 +13%
PAG
96
Pinnacle Advisory Group
Maryland
$8.47M -$94.5K -3,844 -1%
BSW
97
Buckingham Strategic Wealth
Missouri
$8.46M -$731K -29,712 -8%
CFG
98
Cooper Financial Group
California
$8.38M +$8.27M +336,368 New
SIC
99
Salem Investment Counselors
North Carolina
$8.33M +$411K +16,696 +5%
ADL
100
Asset Dedication LLC
California
$8.32M -$284K -11,552 -3%