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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1001
Westco Advisory Services
New York
$277K – – –
HCWM
1002
Hidden Cove Wealth Management
Washington
$276K – – –
BHWM
1003
Beaird Harris Wealth Management
Texas
$276K – – –
IPA
1004
Investment Planning Advisors
Georgia
$276K – – –
VWM
1005
Vermillion Wealth Management
Minnesota
$275K -$70.8K -2,143 -22%
TSW
1006
Thompson Siegel & Walmsley
Virginia
$275K – – –
PIM
1007
Penobscot Investment Management
Massachusetts
$274K – – –
WA
1008
WPG Advisers
Maryland
$273K -$12K -364 -5%
NA
1009
Nottingham Advisors
New York
$273K – – –
UFA
1010
Unify Financial Advisors
Florida
$273K – – –
RIS
1011
Retirement Income Solutions
Michigan
$273K – – –
HIM
1012
Harbour Investment Management
Washington
$273K – – –
ESB
1013
Essex Savings Bank
Connecticut
$273K – – –
CCMG
1014
Clark Capital Management Group
Pennsylvania
$272K +$249K +7,525 New
AI
1015
Accredited Investors
Minnesota
$271K +$248K +7,508 New
ACM
1016
Appalachian Capital Management
Ohio
$271K -$10.9K -329 -4%
VA
1017
Vident Advisory
Georgia
$271K – – –
ZIM
1018
Zacks Investment Management
Illinois
$269K -$20.6K -624 -8%
OAP
1019
One Advisory Partners
Kansas
$268K – – –
CWA
1020
Clarity Wealth Advisors
California
$268K – – –
AA
1021
Alesco Advisors
New York
$268K -$7.73K -234 -3%
AFS
1022
Access Financial Services
Minnesota
$265K +$242K +7,330 New
BCM
1023
Becker Capital Management
Oregon
$265K – – –
RIL
1024
Rothschild Investment LLC
Illinois
$264K – – –
FIA
1025
FPC Investment Advisory
California
$264K -$65.8K -1,992 -20%
39 40
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42 43