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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1001
Operose Advisors
Wisconsin
$56.7K – – –
HAP
1002
Harbor Asset Planning
Massachusetts
$54.8K +$51.2K +2,167 New
EA
1003
Evolution Advisers
Virginia
$54K – – –
BCM
1004
Blume Capital Management
California
$51.4K – – –
BDPWM
1005
Barnes Dennig Private Wealth Management
Ohio
$50.6K – – –
PS
1006
Pinney & Scofield
Massachusetts
$48.7K +$71 +3 +0.2%
CTWM
1007
Cherry Tree Wealth Management
Minnesota
$47.7K – – –
BCMLT
1008
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$13.8K +582 +46%
WWM
1009
Woodside Wealth Management
Massachusetts
$45.2K – – –
PP
1010
PDS Planning
Ohio
$43.7K – – –
ME
1011
McIlrath & Eck
Washington
$40.9K -$19.2K -814 -33%
GM
1012
GeoWealth Management
Illinois
$40.6K – – –
CIAS
1013
CBIZ Investment Advisory Services
Ohio
$40.2K – – –
CFS
1014
Compass Financial Services
Iowa
$39.9K – – –
IF
1015
Integrity Financial
Wyoming
$39.9K – – –
M
1016
MOTCO
Texas
$39.2K – – –
BIM
1017
Breakwater Investment Management
Washington
$35.5K -$111K -4,704 -77%
LWA
1018
Lowe Wealth Advisors
Maryland
$33.9K – – –
RIL
1019
Rothschild Investment LLC
Illinois
$33.4K -$922 -39 -3%
GWM
1020
GSB Wealth Management
Connecticut
$32.5K +$284 +12 +0.9%
RF
1021
Rossby Financial
Florida
$31.6K -$1.18K -50 -4%
MFA
1022
Morling Financial Advisors
California
$30.4K -$48K -2,030 -63%
CWM
1023
Crowley Wealth Management
Delaware
$30.4K +$9.46K +400 +50%
CNBT
1024
Cornerstone National Bank & Trust
Illinois
$29.6K – – –
HI
1025
Hoey Investments
Pennsylvania
$29.3K +$27.4K +1,157 New
39 40
41
42 43