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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1201
Creative Capital Management Investments
California
$7.53K +$1.35K +45 +21%
MWM
1202
Magnolia Wealth Management
Alabama
$7.27K +$7.49K +250 New
FFA
1203
Frazier Financial Advisors
Ohio
$6.78K – – –
MPW
1204
MASECO Private Wealth
$6.46K – – –
VR
1205
Vision Retirement
New Jersey
$6.4K – – –
CT
1206
Colonial Trust
South Carolina
$6.17K – – –
FP
1207
Financial Perspectives
Minnesota
$5.9K – – –
IBOK
1208
Independence Bank of Kentucky
Kentucky
$5.82K -$6K -200 -50%
NWMP
1209
Noble Wealth Management PBC
Colorado
$5.82K – – –
TCOT
1210
Trust Company of Toledo
Ohio
$5.7K +$5.88K +196 New
AFG
1211
Albion Financial Group
Utah
$5.29K – – –
AA
1212
Atmos Advisory
Pennsylvania
$5.26K +$150 +5 +3%
WA
1213
Walsh & Associates
Florida
$5K – – –
DAM
1214
Delta Asset Management
Tennessee
$4.94K – – –
PCA
1215
Providence Capital Advisors
North Carolina
$4.65K – – –
CSB
1216
City State Bank
Iowa
$4.36K – – –
PIP
1217
Peachtree Investment Partners
Florida
$4.36K +$4.5K +150 New
DPW
1218
DiNuzzo Private Wealth
Pennsylvania
$3.98K – – –
BF
1219
BOK Financial
Oklahoma
$3.43K -$16.8K -561 -83%
GWS
1220
Greykasell Wealth Strategies
California
$3.37K – – –
PB
1221
Prosperity Bancshares
Texas
$3.02K – – –
SFG
1222
Strive Financial Group
Indiana
$3K – – –
FFA
1223
Founders Financial Alliance
North Carolina
$2.97K – – –
WWM
1224
Wolff Wiese Magana
California
$2.95K +$3.03K +101 New
CSC
1225
Caldwell Sutter Capital
California
$2.5K – – –
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