We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$8.73M -$337K -14,264 -4%
SJIM
102
St. Johns Investment Management
Florida
$8.72M +$64.2K +2,718 +0.7%
BSW
103
Buckingham Strategic Wealth
Missouri
$8.32M -$110K -4,674 -1%
GC
104
Garde Capital
Washington
$8.16M +$423K +17,940 +5%
WAM
105
WNY Asset Management
New York
$8.12M +$318K +13,484 +4%
TPW
106
Tiller Private Wealth
Pennsylvania
$8.11M +$1.22M +51,876 +18%
SWRP
107
Summit Wealth & Retirement Planning
California
$8.1M -$1.05M -44,628 -12%
MSFS
108
Main Street Financial Solutions
Pennsylvania
$7.92M +$536K +22,708 +7%
IAS
109
IMA Advisory Services
Colorado
$7.83M +$435K +18,440 +6%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$7.8M -$22.8K -966 -0.3%
WANY
111
Wealthspire Advisors (New York)
New York
$7.77M -$26.6K -1,128 -0.3%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$7.7M -$510K -21,604 -6%
WWG
113
West Wealth Group
California
$7.57M -$704K -29,842 -9%
HFP
114
Holistic Financial Partners
Indiana
$7.57M -$49.9K -2,112 -0.7%
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$7.55M +$179K +7,604 +2%
CWM
116
Congress Wealth Management
Massachusetts
$7.53M -$1.78M -75,324 -19%
DP
117
Denver PWM
Colorado
$7.47M +$304K +12,874 +4%
EL
118
Essex LLC
Illinois
$7.38M +$282K +11,940 +4%
HFS
119
Horizon Financial Services
North Carolina
$7.19M +$1.33M +56,284 +23%
ADL
120
Asset Dedication LLC
California
$7.15M -$22.3K -944 -0.3%
CWM
121
Curi Wealth Management
North Carolina
$7.11M +$107K +4,546 +2%
BDF
122
Black Diamond Financial
Maryland
$7.07M -$69.8K -2,958 -1%
IWC
123
Integrated Wealth Concepts
Massachusetts
$7.02M -$117K -4,950 -2%
MFC
124
Morris Financial Concepts
South Carolina
$7M +$231K +9,796 +3%
CP
125
Capital Planning
Washington
$6.99M +$3.12M +132,014 +81%