We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
151
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M +$4.38K +220 +0.1%
BA
152
Ballast Advisors
Minnesota
$4.35M +$1.2M +60,328 +45%
OFG
153
Omega Financial Group
California
$4.34M -$316K -15,896 -8%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$4.33M +$3.37M +169,300 +667%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$4.33M +$889K +44,656 +30%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$4.33M
HWA
157
HHM Wealth Advisors
Tennessee
$4.32M -$3.42K -172 -0.1%
VC
158
Veery Capital
Delaware
$4.3M +$3.84M +193,100 New
KCPG
159
Kavar Capital Partners Group
Kansas
$4.16M +$160K +8,048 +4%
WTC
160
WhitTier Trust Company
Nevada
$4.12M +$360K +18,104 +11%
Stifel Financial
161
Stifel Financial
Missouri
$4.12M +$902K +45,316 +32%
MWM
162
Mission Wealth Management
California
$4.11M -$210K -10,564 -5%
EF
163
Empowered Funds
Pennsylvania
$4.1M +$3.67M +184,408 New
SWM
164
SeaCrest Wealth Management
New York
$4.06M -$160K -8,032 -4%
GCP
165
Gill Capital Partners
Colorado
$4.06M +$25.9K +1,300 +0.7%
PFM
166
Parsec Financial Management
North Carolina
$4.05M -$102K -5,140 -3%
MWA
167
Martel Wealth Advisors
Washington
$3.95M -$721K -36,216 -15%
CWM
168
Curi Wealth Management
North Carolina
$3.93M +$3.52M +176,812 New
CCA
169
Cobblestone Capital Advisors
New York
$3.92M -$128K -6,436 -4%
CWM
170
Chesapeake Wealth Management
Virginia
$3.9M +$557 +28 +0%
CCM
171
Chilton Capital Management
Texas
$3.9M
SS
172
Sunbelt Securities
Texas
$3.88M +$497K +24,968 +17%
CP
173
Capital Planning
Washington
$3.85M +$3.45M +173,036 New
VA
174
Valmark Advisers
Ohio
$3.79M +$402K +20,204 +13%
AMG
175
Asset Management Group
Connecticut
$3.76M +$11.2K +564 +0.3%