We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
201
Berkeley Inc
Idaho
$4M +$128K +5,426 +3%
LIM
202
Leavell Investment Management
Alabama
$3.99M +$88.6K +3,754 +2%
CB
203
Community Bank
New York
$3.98M +$90.6K +3,836 +2%
PFWA
204
Paces Ferry Wealth Advisors
Georgia
$3.92M +$170K +7,216 +5%
SFMG
205
Sage Financial Management Group
Virginia
$3.88M +$218K +9,228 +6%
PWA
206
Physician Wealth Advisors
Utah
$3.84M -$824K -34,900 -17%
CAM
207
Cresset Asset Management
Illinois
$3.79M +$223K +9,436 +6%
MWM
208
Mission Wealth Management
California
$3.78M -$38.2K -1,618 -1%
GSIS
209
Global Strategic Investment Solutions
Arizona
$3.73M +$1.86M +78,930 +101%
LPIC
210
LeJeune Puetz Investment Counsel
Michigan
$3.71M +$2.69K +114 +0.1%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$3.7M +$8.78K +372 +0.2%
PWA
212
Providence Wealth Advisors
Illinois
$3.69M +$22.3K +946 +0.6%
CWM
213
Chesapeake Wealth Management
Virginia
$3.63M +$8.78K +372 +0.2%
PFM
214
Parsec Financial Management
North Carolina
$3.63M -$107K -4,518 -3%
TFF
215
The Family Firm
Maryland
$3.62M +$161K +6,820 +5%
OWA
216
One Wealth Advisors
California
$3.6M -$725K -30,722 -17%
GPFA
217
Game Plan Financial Advisors
Ohio
$3.58M +$120K +5,084 +3%
NRI
218
NFP Retirement Inc
California
$3.56M +$28.6K +1,210 +0.8%
NF
219
Nikulski Financial
Iowa
$3.55M +$26.4K +1,120 +0.8%
WA
220
Wealth Architects
California
$3.51M -$66.9K -2,832 -2%
HWM
221
HB Wealth Management
Georgia
$3.5M +$104K +4,408 +3%
ECM
222
Evergreen Capital Management
Washington
$3.5M +$20K +846 +0.6%
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.49M -$673K -28,516 -16%
DFA
224
DHJJ Financial Advisors
Illinois
$3.48M +$222K +9,394 +7%
WA
225
WBH Advisory
Maryland
$3.45M +$629K +26,634 +21%