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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$58.8M +$57.9M +5,342,636 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.4M +$27M +2,494,160 New
FMP
3
Financial Management Professionals
Texas
$16.5M +$16.2M +1,497,484 New
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$14.6M +$14.4M +1,328,416 New
Rafferty Asset Management
5
Rafferty Asset Management
New York
$11M +$10.9M +1,000,800 New
PA
6
Planning Alternatives
Michigan
$9.36M +$9.23M +851,116 New
MM
7
Meridian Management
Arkansas
$8.43M +$7.76M +715,576 New
WCM
8
Wisconsin Capital Management
Wisconsin
$4.6M +$4.53M +418,020 New
PFG
9
Piershale Financial Group
Illinois
$4.38M +$4.31M +397,848 New
Charles Schwab
10
Charles Schwab
California
$4.31M +$4.19M +386,048 New
NDSI
11
Newman Dignan & Sheerar Inc
Rhode Island
$3.41M +$3.36M +310,016 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.56M +$2.53M +232,980 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.41M +$2.37M +218,828 New
AI
14
Atria Investments
North Carolina
$2.29M +$2.26M +207,960 New
Citigroup
15
Citigroup
New York
$2.2M +$2.17M +200,000 New
AA
16
Apriem Advisors
California
$2.06M +$2.03M +187,220 New
NPC
17
National Planning Corporation
California
$2.01M +$1.98M +182,120 New
UCFA
18
United Capital Financial Advisors
Texas
$1.97M +$1.94M +178,820 New
GA
19
Gateway Advisory
New Jersey
$1.88M +$1.85M +170,572 New
NIC
20
Northwest Investment Counselors
Oregon
$1.77M +$1.75M +161,256 New
CCA
21
Cobblestone Capital Advisors
New York
$1.68M +$1.66M +152,728 New
BSB
22
Bangor Savings Bank
Maine
$1.59M +$1.57M +144,976 New
PMG
23
ProVise Management Group
Florida
$1.56M +$1.54M +141,976 New
MAM
24
Marquette Asset Management
Minnesota
$1.26M +$1.24M +114,356 New
SIC
25
Salem Investment Counselors
North Carolina
$1.03M +$1.02M +93,880 New
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