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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1201
First Community Trust
Iowa
$68.1K -$53.4K -1,615 -46%
CCWM
1202
Cassaday & Co Wealth Management
Virginia
$66.4K +$5.45K +165 +10%
OAG
1203
Oakmont Advisory Group
New Mexico
$63.7K +$58.3K +1,764 New
BF
1204
Brooklyn FI
New York
$63.2K +$60.6K +1,834 New
GI
1205
GAMMA Investing
California
$61.8K +$21.4K +649 +61%
LWCFA
1206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.5K +$55.4K +1,675 New
IFWM
1207
Institute for Wealth Management
Colorado
$58.3K +$53.3K +1,613 New
AA
1208
Addison Advisors
Vermont
$58.2K +$7.07K +214 +15%
BW
1209
Basepoint Wealth
Iowa
$58.1K +$529 +16 +1%
SC
1210
SouthState Corp
Florida
$57.9K -$1.26K -38 -2%
AP
1211
Aspect Partners
Virginia
$57.8K – – –
TF
1212
Tompkins Financial
New York
$57K +$16.3K +494 +46%
AI
1213
Atomic Invest
New York
$55.9K -$4.3K -130 -8%
SGK
1214
Steigerwald Gordon & Koch
Virginia
$55.2K – – –
AWM
1215
Angeles Wealth Management
California
$55.2K +$13.8K +418 +38%
NSG
1216
Nalls Sherbakoff Group
Tennessee
$53.8K – – –
KCM
1217
Key Capital Management
Tennessee
$51.1K -$3.47K -105 -7%
FHC
1218
First Horizon Corporation
Tennessee
$50.4K – – –
ATC
1219
Adirondack Trust Company
New York
$49.9K – – –
KFAS
1220
Keating Financial Advisory Services
Kansas
$47.5K – – –
IAIM
1221
International Assets Investment Management
Florida
$46.6K +$7.2K +218 +20%
OCM
1222
Osbon Capital Management
Massachusetts
$45.5K – – –
MFA
1223
Morling Financial Advisors
California
$43.4K – – –
HFG
1224
Harborfront Financial Group
Michigan
$42.9K +$39.2K +1,186 New
HI
1225
Hoey Investments
Pennsylvania
$41.8K -$925 -28 -2%
47 48
49
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