We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1001
Studio Investment Management
Illinois
$45.6K – – –
PS
1002
Pinney & Scofield
Massachusetts
$45K +$51 +2 +0.1%
CTWM
1003
Cherry Tree Wealth Management
Minnesota
$44.2K -$39.9K -1,566 -45%
DJSG
1004
D.J. St. Germain
Massachusetts
$43.9K +$46.5K +1,824 +3,800%
VCM
1005
Versant Capital Management
Arizona
$43K – – –
WWM
1006
Woodside Wealth Management
Massachusetts
$41.8K +$45.5K +1,786 New
PP
1007
PDS Planning
Ohio
$40.5K -$21K -822 -32%
ACA
1008
Atlas Capital Advisors
Wyoming
$40.1K -$408 -16 -0.9%
GM
1009
GeoWealth Management
Illinois
$37.6K +$40.3K +1,582 +7,533%
CIAS
1010
CBIZ Investment Advisory Services
Ohio
$37.2K – – –
WF
1011
Wayfinding Financial
Washington
$37K +$40.7K +1,596 New
CFS
1012
Compass Financial Services
Iowa
$37K +$40.2K +1,578 New
IF
1013
Integrity Financial
Wyoming
$36.9K -$23.8K -934 -37%
M
1014
MOTCO
Texas
$35.7K – – –
CFFP
1015
Center for Financial Planning
Michigan
$35.1K +$38.2K +1,497 New
SL
1016
Salomon & Ludwin
Virginia
$33.8K – – –
RIL
1017
Rothschild Investment LLC
Illinois
$31.8K +$1.02K +40 +3%
LWA
1018
Lowe Wealth Advisors
Maryland
$31.4K – – –
GWS
1019
Glassman Wealth Services
Virginia
$30.5K – – –
GWM
1020
GSB Wealth Management
Connecticut
$29.8K +$32.4K +1,273 New
RF
1021
Rossby Financial
Florida
$29.6K +$33.1K +1,300 New
BCMLT
1022
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K – – –
CRFG
1023
Columbia River Financial Group
Washington
$29K +$32.4K +1,270 New
AEPWM
1024
Atlantic Edge Private Wealth Management
Florida
$28.8K – – –
CNBT
1025
Cornerstone National Bank & Trust
Illinois
$27.4K – – –
39 40
41
42 43