We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Copperwynd Financial
Arizona
$4.3M +$306K +13,066 +8%
BWM
202
Brown Wealth Management
Illinois
$4.28M -$9.65K -412 -0.2%
NF
203
Nikulski Financial
Iowa
$4.26M +$18.6K +792 +0.5%
PP
204
PrairieView Partners
Minnesota
$4.17M -$116K -4,952 -3%
DCM
205
Davis Capital Management
Florida
$4.08M +$55.3K +2,362 +1%
IA
206
IFP Advisors
Florida
$4.08M -$417K -17,810 -10%
FVWA
207
Foster Victor Wealth Advisors
South Carolina
$4.05M -$95.3K -4,066 -2%
GPFA
208
Game Plan Financial Advisors
Ohio
$4.04M +$532K +22,690 +16%
ULWM
209
Upper Left Wealth Management
Florida
$4.03M -$234K -9,996 -6%
MWM
210
Mission Wealth Management
California
$4.01M +$244K +10,422 +7%
CWM
211
Chesapeake Wealth Management
Virginia
$3.96M -$69.1K -2,948 -2%
GSIS
212
Global Strategic Investment Solutions
Arizona
$3.93M -$1.38M -58,898 -27%
VNA
213
Valley National Advisers
Pennsylvania
$3.93M +$398K +16,994 +12%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$3.93M -$1.08M -46,172 -22%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$3.92M +$738K +31,490 +25%
PAG
216
Powers Advisory Group
Illinois
$3.89M +$133K +5,670 +4%
ECM
217
Exchange Capital Management
Michigan
$3.87M -$725K -30,950 -16%
DI
218
Diligent Investors
California
$3.86M -$102K -4,362 -3%
CFA
219
Cahill Financial Advisors
Minnesota
$3.85M +$91.1K +3,890 +3%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$3.85M +$1.15M +48,990 +46%
EFG
221
Embree Financial Group
Illinois
$3.84M +$10.5K +450 +0.3%
AI
222
Atria Investments
North Carolina
$3.8M +$616K +26,288 +21%
CIC
223
Cutler Investment Counsel
Oregon
$3.77M +$450K +19,200 +14%
RWP
224
RWA Wealth Partners
Massachusetts
$3.68M +$562 +24 +0%
Lido Advisors
225
Lido Advisors
California
$3.66M +$3.19M +136,190 +1,077%