We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1001
Westco Advisory Services
New York
$223K +$1.47K +49 +0.6%
PMFA
1002
Plante Moran Financial Advisors
Michigan
$223K +$77.9K +2,598 +51%
HCWM
1003
Hidden Cove Wealth Management
Washington
$222K – – –
BHWM
1004
Beaird Harris Wealth Management
Texas
$222K – – –
AA
1005
Alesco Advisors
New York
$222K -$1.14K -38 -0.5%
IPA
1006
Investment Planning Advisors
Georgia
$222K +$12.7K +423 +6%
DPI
1007
Diversified Portfolios Inc
Michigan
$222K -$13.3K -445 -6%
AssetMark Inc
1008
AssetMark Inc
California
$221K +$20.7K +691 +10%
TSW
1009
Thompson Siegel & Walmsley
Virginia
$221K +$228K +7,610 New
PIM
1010
Penobscot Investment Management
Massachusetts
$221K – – –
AF
1011
Apollon Financial
South Carolina
$221K – – –
UFA
1012
Unify Financial Advisors
Florida
$220K – – –
HIM
1013
Harbour Investment Management
Washington
$219K – – –
ESB
1014
Essex Savings Bank
Connecticut
$219K – – –
FBC
1015
Fairfield, Bush & Co
Connecticut
$219K -$2.97K -99 -1%
VA
1016
Vident Advisory
Georgia
$218K -$14.6K -488 -6%
OWP
1017
Obermeyer Wealth Partners
Colorado
$217K -$2.88K -96 -1%
OAP
1018
One Advisory Partners
Kansas
$216K – – –
CWA
1019
Clarity Wealth Advisors
California
$216K – – –
TWM
1020
Topsail Wealth Management
North Carolina
$215K – – –
IA
1021
Integrity Alliance
Iowa
$215K +$222K +7,392 New
PWM
1022
PTM Wealth Management
United States
$215K +$300 +10 +0.1%
SWA
1023
Sax Wealth Advisors
New Jersey
$214K – – –
BCM
1024
Becker Capital Management
Oregon
$213K -$4.8K -160 -2%
RIL
1025
Rothschild Investment LLC
Illinois
$213K +$163K +5,424 +286%