We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
151
HL Financial Services
Kentucky
$255K
AWS
152
Aris Wealth Services
Pennsylvania
$253K
Bank of New York Mellon
153
Bank of New York Mellon
New York
$248K +$250K +17,240 New
WA
154
Wealth Architects
California
$245K +$247K +17,056 New
RPA
155
Rock Point Advisors
Vermont
$245K +$248K +17,076 New
TF
156
Trutina Financial
Washington
$242K +$244K +16,832 New
GWCM
157
Godshalk Welsh Capital Management
Pennsylvania
$239K
HB
158
Homrich & Berg
Georgia
$237K +$239K +16,500 New
SIC
159
Sigma Investment Counselors
Michigan
$231K +$233K +16,096 New
BAM
160
Barrett Asset Management
New York
$230K
OC
161
Oarsman Capital
Wisconsin
$221K +$13.1K +904 +6%
CAM
162
Cubic Asset Management
Massachusetts
$210K
WF
163
WealthTrust Fairport
Ohio
$208K +$210K +14,472 New
PIM
164
Penobscot Investment Management
Massachusetts
$207K +$209K +14,432 New
NFG
165
Nadler Financial Group
Illinois
$206K +$207K +14,304 New
CWM
166
Concert Wealth Management
California
$203K +$205K +14,176 New
SJIM
167
St. Johns Investment Management
Florida
$198K +$199K +13,748 New
TWA
168
TCI Wealth Advisors
Arizona
$178K
TIM
169
Tortoise Investment Management
New York
$166K +$10.8K +744 +7%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$164K
FANJ
171
Financial Architects (New Jersey)
New Jersey
$157K -$6.44K -444 -4%
APSP
172
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K +$149K +10,292 New
LWM
173
LBA Wealth Management
Florida
$141K -$8.7K -600 -6%
CCS
174
Crosspoint Capital Strategies
California
$115K +$5.33K +368 +5%
MA
175
MCF Advisors
Kentucky
$113K +$42.2K +2,908 +59%