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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
1001
Cullen/Frost Bankers
Texas
$58K +$165 +7 +0.3%
OA
1002
Operose Advisors
Wisconsin
$56.7K – – –
HAP
1003
Harbor Asset Planning
Massachusetts
$54.8K +$51.2K +2,167 New
EA
1004
Evolution Advisers
Virginia
$54K – – –
BCM
1005
Blume Capital Management
California
$51.4K – – –
BDPWM
1006
Barnes Dennig Private Wealth Management
Ohio
$50.6K – – –
PS
1007
Pinney & Scofield
Massachusetts
$48.7K +$71 +3 +0.2%
CTWM
1008
Cherry Tree Wealth Management
Minnesota
$47.7K – – –
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$13.8K +582 +46%
WWM
1010
Woodside Wealth Management
Massachusetts
$45.2K – – –
PP
1011
PDS Planning
Ohio
$43.7K – – –
ME
1012
McIlrath & Eck
Washington
$40.9K -$19.2K -814 -33%
GM
1013
GeoWealth Management
Illinois
$40.6K – – –
CIAS
1014
CBIZ Investment Advisory Services
Ohio
$40.2K – – –
CFS
1015
Compass Financial Services
Iowa
$39.9K – – –
IF
1016
Integrity Financial
Wyoming
$39.9K – – –
M
1017
MOTCO
Texas
$39.2K – – –
BIM
1018
Breakwater Investment Management
Washington
$35.5K -$111K -4,704 -77%
LWA
1019
Lowe Wealth Advisors
Maryland
$33.9K – – –
RIL
1020
Rothschild Investment LLC
Illinois
$33.4K -$922 -39 -3%
GWM
1021
GSB Wealth Management
Connecticut
$32.5K +$284 +12 +0.9%
RF
1022
Rossby Financial
Florida
$31.6K -$1.18K -50 -4%
MFA
1023
Morling Financial Advisors
California
$30.4K -$48K -2,030 -63%
CWM
1024
Crowley Wealth Management
Delaware
$30.4K +$9.46K +400 +50%
CNBT
1025
Cornerstone National Bank & Trust
Illinois
$29.6K – – –
39 40
41
42 43