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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1076
Caldwell Trust
Florida
$107K – – –
ST
1077
Smithfield Trust
Pennsylvania
$106K – – –
CIAS
1078
Capital Investment Advisory Services
North Carolina
$104K – – –
FCT
1079
First Community Trust
Iowa
$102K – – –
CT
1080
Clearstead Trust
Maine
$101K – – –
UB
1081
UMB Bank
Missouri
$100K +$25.5K +852 +33%
ME
1082
McIlrath & Eck
Washington
$98.4K -$3.51K -117 -3%
NIA
1083
NBZ Investment Advisors
Tennessee
$97.9K -$29.7K -992 -23%
KA
1084
Kozak & Associates
Colorado
$96.7K +$8.57K +286 +10%
BIAS
1085
Beacon Investment Advisory Services
New Jersey
$95.7K +$98.7K +3,292 New
WA
1086
Whipplewood Advisors
Colorado
$95.6K +$86K +2,868 +681%
TFM
1087
TFC Financial Management
Massachusetts
$94.4K +$150 +5 +0.2%
M
1088
MOTCO
Texas
$92.2K +$60.3K +2,011 +174%
MJRIC
1089
Mogy Joel R Investment Counsel
California
$91K – – –
RWM
1090
Raffa Wealth Management
District of Columbia
$88.3K – – –
TAM
1091
Tucker Asset Management
Colorado
$87.9K – – –
CTC
1092
Central Trust Company
Missouri
$87.2K – – –
NEWAS
1093
N.E.W. Advisory Services
Wisconsin
$87.2K – – –
FG
1094
Fairman Group
Pennsylvania
$87.1K +$60 +2 +0.1%
SIC
1095
SJS Investment Consulting
Ohio
$85.8K -$17.9K -598 -17%
WIM
1096
Westside Investment Management
California
$85.7K – – –
CIM
1097
Contravisory Investment Management
Massachusetts
$83.5K +$2.55K +85 +3%
OA
1098
Operose Advisors
Wisconsin
$82.9K +$10.1K +336 +13%
SGFG
1099
Silver Grove Financial Group
New York
$82.9K -$2.88K -96 -3%
SIM
1100
Synergy Investment Management
Florida
$80.5K +$83K +2,768 New
42 43
44
45 46