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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1201
Halbert Hargrove Global Advisors
California
– -$21.5K -918 Closed
SFGP
1202
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$20.7K -884 Closed
GFPC
1203
Global Financial Private Client
Florida
– -$18.6K -796 Closed
AF
1204
Abound Financial
California
– -$17.2K -736 Closed
1IA
1205
1620 Investment Advisors
Massachusetts
– -$7.92K -338 Closed
BGWM
1206
Bridge Generations Wealth Management
Florida
– -$7.66K -327 Closed
WT
1207
Washington Trust
Rhode Island
– -$5.62K -240 Closed
MPWT
1208
MassMutual Private Wealth & Trust
Connecticut
– -$5.16K -220 Closed
CI
1209
CX Institutional
Indiana
– -$5K -218 Closed
CWM
1210
Compass Wealth Management
Connecticut
– -$4.97K -212 Closed
MIM
1211
MTM Investment Management
South Carolina
– -$4.98K -212 Closed
CB
1212
CNB Bank
Pennsylvania
– -$4.59K -196 Closed
CAWM
1213
Capital A Wealth Management
Pennsylvania
– -$4.5K -192 Closed
RP
1214
Rice Partnership
Hawaii
– -$4.5K -192 Closed
MSWA
1215
Marshall & Sterling Wealth Advisors
New York
– -$3.4K -145 Closed
RCM
1216
Raleigh Capital Management
North Carolina
– -$3.28K -140 Closed
KWM
1217
Kiker Wealth Management
Georgia
– -$2.95K -126 Closed
VWM
1218
Valley Wealth Managers
New Jersey
– -$1.26K -54 Closed
NFSG
1219
Newbridge Financial Services Group
Florida
– -$1.22K -52 Closed
RCA
1220
Runnymede Capital Advisors
Ohio
– -$843 -36 Closed
PIP
1221
Peachtree Investment Partners
Florida
– -$775 -33 Closed
LWMI
1222
Legacy Wealth Management (Idaho)
Idaho
– -$282 -12 Closed
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