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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
976
WT Wealth Management
Arizona
– -$484K -23,070 Closed
OFG
977
OmniStar Financial Group
North Carolina
– -$470K -22,372 Closed
ACP
978
Aveo Capital Partners
Colorado
– -$373K -17,812 Closed
RSWM
979
Robertson Stephens Wealth Management
California
– -$302K -14,408 Closed
VAS
980
Valicenti Advisory Services
New York
– -$295K -14,048 Closed
PEA
981
Park Edge Advisors
Ohio
– -$267K -12,716 Closed
BFO
982
Biltmore Family Office
North Carolina
– -$255K -12,148 Closed
BFM
983
Broadview Financial Management
Wisconsin
– -$252K -12,006 Closed
TI
984
Trexquant Investment
Connecticut
– -$250K -11,910 Closed
BIM
985
Baldwin Investment Management
Pennsylvania
– -$243K -11,582 Closed
GBWM
986
Granite Bay Wealth Management
New Hampshire
– -$239K -11,412 Closed
WA
987
Wambolt & Associates
Colorado
– -$227K -10,834 Closed
MFGM
988
Marshall Financial Group (Maryland)
Maryland
– -$210K -10,034 Closed
MHB
989
Midwest Heritage Bank
Iowa
– -$206K -9,848 Closed
BAM
990
Belpointe Asset Management
Nevada
– -$105K -5,028 Closed
TWA
991
TCI Wealth Advisors
Arizona
– -$85.7K -4,088 Closed
NECFA
992
New England Capital Financial Advisors
Connecticut
– -$62.8K -2,996 Closed
TCWA
993
Ten Capital Wealth Advisors
Washington
– -$42.4K -2,022 Closed
MFA
994
Morling Financial Advisors
California
– -$36.1K -1,724 Closed
GFWA
995
Grey Fox Wealth Advisors
Delaware
– -$30.8K -1,468 Closed
SC
996
SouthState Corp
Florida
– -$25.2K -1,200 Closed
CG
997
Cutler Group
California
– -$20.8K -1,000 Closed
MHR
998
Matthew Hamilton Rosenberg
– -$20.4K -972 Closed
PWMA
999
Pension & Wealth Management Advisors
Massachusetts
– -$15.2K -724 Closed
SC
1000
Slow Capital
California
– -$14K -668 Closed
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