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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1126
Schoolcraft Capital
Colorado
$201K +$183K +5,552 New
PMFA
1127
Plante Moran Financial Advisors
Michigan
$196K -$73.7K -2,231 -29%
GKIM
1128
GW&K Investment Management
Massachusetts
$189K +$51.6K +1,561 +42%
KFI
1129
Key Financial Inc
Pennsylvania
$187K – – –
TAP
1130
Tounjian Advisory Partners
Florida
$187K +$171K +5,166 New
WSFS
1131
Wilmington Savings Fund Society
Delaware
$181K – – –
MAFA
1132
MJT & Associates Financial Advisory
Minnesota
$180K – – –
DF
1133
DecisionPoint Financial
Arizona
$179K – – –
SFG
1134
Strive Financial Group
Indiana
$179K +$160K +4,836 +4,242%
TIM
1135
Thompson Investment Management
Wisconsin
$175K – – –
W
1136
WealthCollab
Washington
$175K +$82.6K +2,500 +107%
HFS
1137
Hantz Financial Services
Michigan
$174K +$117K +3,551 +278%
HIA
1138
Harbor Investment Advisory
Maryland
$173K – – –
AW
1139
Avion Wealth
Texas
$166K – – –
RMP
1140
Richards, Merrill & Peterson
Washington
$164K – – –
MB
1141
MidFirst Bank
Oklahoma
$163K +$149K +4,524 New
HC
1142
Hurley Capital
New York
$163K +$430 +13 +0.3%
B
1143
Bayban
Minnesota
$158K -$1.12K -34 -0.8%
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
$155K – – –
CFP
1145
Comprehensive Financial Planning
Pennsylvania
$153K – – –
BONH
1146
Bank of New Hampshire
New Hampshire
$151K – – –
PCM
1147
Palouse Capital Management
Washington
$149K -$85.7K -2,593 -39%
RDFA
1148
Ritter Daniher Financial Advisory
Ohio
$144K -$5.65K -171 -4%
CT
1149
Caldwell Trust
Florida
$138K +$4.96K +150 +4%
ST
1150
Smithfield Trust
Pennsylvania
$132K – – –
44 45
46
47 48