We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
151
Cantor Fitzgerald Investment Advisors
New York
$2.26M +$1.14M +67,228 +62%
GCP
152
Gill Capital Partners
Colorado
$2.23M +$2.95M +173,352 New
CCM
153
Coldstream Capital Management
Washington
$2.23M +$2.25M +132,212 +324%
JWBC
154
John W. Brooker & Co
California
$2.23M -$90.4K -5,320 -3%
CWM
155
Chesapeake Wealth Management
Virginia
$2.2M +$80.6K +4,744 +3%
AAS
156
Avantax Advisory Services
Texas
$2.19M +$1.91M +112,176 +192%
HSA
157
HBK Sorce Advisory
Pennsylvania
$2.17M -$980K -57,688 -25%
ASN
158
Advisory Services Network
Georgia
$2.17M -$192K -11,316 -6%
KCPG
159
Kavar Capital Partners Group
Kansas
$2.16M -$733K -43,124 -20%
TFF
160
The Family Firm
Maryland
$2.13M +$206K +12,124 +8%
IWMA
161
Ironwood Wealth Management (Arizona)
Arizona
$2.13M -$2.54M -149,424 -47%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$2.1M +$25.1K +1,476 +0.9%
NF
163
Nikulski Financial
Iowa
$2.07M -$262K -15,444 -9%
WCWM
164
Wooster Corthell Wealth Management
Connecticut
$2.07M -$4.31M -253,620 -61%
ABC
165
Associated Banc-Corp
Wisconsin
$2.05M +$2.7M +159,088 New
HHRDM
166
H&H Retirement Design & Management
Nevada
$2.04M +$2.69M +158,576 New
SWM
167
SeaCrest Wealth Management
New York
$2.02M -$230K -13,532 -8%
FWP
168
FAS Wealth Partners
Kansas
$2.01M -$204K -12,028 -7%
JWA
169
JFS Wealth Advisors
Pennsylvania
$1.97M -$17.5K -1,028 -0.7%
EE
170
EWG Elevate
California
$1.96M +$874K +51,420 +51%
ATWA
171
Arbor Trust Wealth Advisors
Michigan
$1.93M -$8.02K -472 -0.3%
HWMG
172
Hurlow Wealth Management Group
Indiana
$1.93M +$221K +13,004 +10%
WA
173
Wealth Architects
California
$1.92M +$2.29M +134,516 +936%
BPA
174
Beacon Pointe Advisors
California
$1.91M +$585K +34,436 +30%
GAM
175
Garrison Asset Management
Arkansas
$1.9M -$82.8K -4,872 -3%