We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$11.2M -$368K -13,777 -3%
MTIC
102
Missouri Trust & Investment Company
Missouri
$10.9M -$65.5K -2,449 -0.6%
SWA
103
Sightline Wealth Advisors
Connecticut
$10.8M -$45.1K -1,688 -0.4%
EL
104
Essex LLC
Illinois
$10.7M +$20.2K +756 +0.2%
VWA
105
VSM Wealth Advisory
Maryland
$10.7M +$9.03M +337,557 +521%
CMP
106
Courage Miller Partners
Virginia
$10.5M -$76K -2,842 -0.8%
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$10.5M -$10.5K -391 -0.1%
AWMG
108
Alliance Wealth Management Group
New Jersey
$10.4M -$1.32M -49,325 -12%
TCM
109
Towercrest Capital Management
Pennsylvania
$10.4M -$1.32M -49,325 -12%
AFA
110
American Financial Advisors
Georgia
$10.4M -$182K -6,791 -2%
Truist Financial
111
Truist Financial
North Carolina
$9.91M -$25K -936 -0.3%
FPCP
112
Fort Point Capital Partners
California
$9.53M +$296K +11,058 +3%
MT
113
Midwest Trust
Kansas
$9.18M -$6.82K -255 -0.1%
BAMG
114
Brand Asset Management Group
Missouri
$9.15M +$2.98M +111,357 +51%
WT
115
Whittier Trust
California
$9.1M +$150K +5,612 +2%
IWC
116
Integrated Wealth Concepts
Massachusetts
$9.05M -$525K -19,624 -6%
PIMG
117
Patriot Investment Management Group
Tennessee
$8.83M -$30.9K -1,155 -0.4%
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$8.83M -$21.1K -790 -0.2%
DWM
119
Diversify Wealth Management
Utah
$8.6M -$70K -2,617 -0.8%
SWA
120
Stratos Wealth Advisors
Ohio
$8.52M -$284K -10,614 -3%
AIM
121
Athena Investment Management
California
$8.44M -$486K -18,168 -6%
MFC
122
Morris Financial Concepts
South Carolina
$8.38M +$235K +8,789 +3%
TRCT
123
Tower Research Capital (TRC)
New York
$8.36M -$7.41M -276,960 -48%
CP
124
Creekside Partners
California
$8.32M -$138K -5,156 -2%
SFA
125
Sequoia Financial Advisors
Ohio
$8.31M +$527K +19,709 +7%