We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
151
Hurlow Wealth Management Group
Indiana
$2.71M +$11.4K +668 +0.4%
JWA
152
JFS Wealth Advisors
Pennsylvania
$2.7M +$58.4K +3,412 +2%
EWM
153
Evermay Wealth Management
Virginia
$2.69M +$25.6K +1,496 +1%
BAM
154
Berkshire Asset Management
Pennsylvania
$2.66M -$2.43M -141,796 -48%
PWP
155
Principle Wealth Partners
Connecticut
$2.65M -$276K -16,120 -10%
JIC
156
Johnson Investment Counsel
Ohio
$2.64M +$356K +20,800 +16%
HFP
157
Holistic Financial Partners
Indiana
$2.61M +$243K +14,196 +11%
FWP
158
FAS Wealth Partners
Kansas
$2.54M +$109K +6,384 +5%
NWS
159
Newport Wealth Strategies
California
$2.51M +$378K +22,120 +19%
CWM
160
Chesapeake Wealth Management
Virginia
$2.5M +$137 +8 +0%
PPA
161
Parametric Portfolio Associates
Washington
$2.5M -$1.83M -106,764 -43%
LIM
162
Leavell Investment Management
Alabama
$2.5M +$94.2K +5,508 +4%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$2.46M +$940K +54,928 +64%
IAS
164
IMA Advisory Services
Colorado
$2.44M +$50.2K +2,932 +2%
JPLA
165
Joseph P. Lucia & Associates
New York
$2.43M +$2.32M +135,508 New
CMBA
166
C.M. Bidwell & Associates
Hawaii
$2.42M -$6.09K -356 -0.3%
SBH
167
Segall Bryant & Hamill
Illinois
$2.4M -$553K -32,304 -19%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$2.37M +$12.5K +728 +0.5%
BC
169
Bartlett & Co
Ohio
$2.37M +$12.5K +728 +0.5%
CK
170
Cohen Klingenstein
New York
$2.37M +$2.32M +135,536 New
PA
171
Parallel Advisors
California
$2.31M +$44.6K +2,608 +2%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$2.27M +$2.22M +129,952 New
CCM
173
Chilton Capital Management
Texas
$2.25M -$38K -2,220 -2%
LPIC
174
LeJeune Puetz Investment Counsel
Michigan
$2.23M +$22.7K +1,324 +1%
SAM
175
Smithbridge Asset Management
Pennsylvania
$2.23M +$134K +7,860 +7%
5 6
7
8 9