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
FSWA
151
Financial Synergies Wealth Advisors
Texas
$2.73M +$404K +22,820 +18%
EWM
152
Evermay Wealth Management
Virginia
$2.73M -$20.2K -1,140 -0.7%
TPW
153
Tiller Private Wealth
Pennsylvania
$2.72M -$1.92M -108,404 -42%
ASN
154
Advisory Services Network
Georgia
$2.69M +$1.17M +65,996 +78%
FWP
155
FAS Wealth Partners
Kansas
$2.69M +$91.5K +5,176 +4%
PA
156
Parallel Advisors
California
$2.69M +$315K +17,832 +13%
IAS
157
IMA Advisory Services
Colorado
$2.65M +$153K +8,628 +6%
FA
158
FDx Advisors
Illinois
$2.61M +$1.38M +77,992 +114%
LIM
159
Leavell Investment Management
Alabama
$2.6M +$43.9K +2,484 +2%
GC
160
Grimes & Company
Massachusetts
$2.54M -$1.77M -100,024 -41%
NWS
161
Newport Wealth Strategies
California
$2.51M -$8.13K -460 -0.3%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$2.51M +$34.9K +1,976 +1%
KCPG
163
Kavar Capital Partners Group
Kansas
$2.48M +$590K +33,380 +32%
MIAN
164
Mariner Independent Advisor Network
Kansas
$2.46M +$1.09M +61,552 +81%
SBL
165
Sargent Bickham Lagudis
Colorado
$2.46M -$1.35M -76,412 -36%
SBH
166
Segall Bryant & Hamill
Illinois
$2.45M -$4.81K -272 -0.2%
CCM
167
Chilton Capital Management
Texas
$2.44M +$132K +7,480 +6%
PPA
168
Parametric Portfolio Associates
Washington
$2.42M -$128K -7,228 -5%
JIC
169
Johnson Investment Counsel
Ohio
$2.4M -$297K -16,804 -11%
BCWM
170
Bartlett & Co Wealth Management
Ohio
$2.4M -$33.6K -1,900 -1%
SAM
171
Smithbridge Asset Management
Pennsylvania
$2.39M +$116K +6,540 +5%
BC
172
Bartlett & Co
Ohio
$2.39M -$33.6K -1,900 -1%
PWA
173
Providence Wealth Advisors
Illinois
$2.31M +$46.6K +2,636 +2%
LPIC
174
LeJeune Puetz Investment Counsel
Michigan
$2.3M +$12.3K +696 +0.5%
BW
175
Bison Wealth
Georgia
$2.28M +$97.8K +5,528 +5%
5 6
7
8 9