We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Apollon Financial
South Carolina
$3.46M -$7.71K -277 -0.2%
KAS
227
Kestra Advisory Services
Texas
$3.37M -$1.24M -44,570 -26%
VCM
228
Vivaldi Capital Management
Illinois
$3.33M +$73.7K +2,648 +2%
EFG
229
Everhart Financial Group
Ohio
$3.33M -$15.4K -552 -0.4%
CP
230
Creekside Partners
California
$3.31M +$428K +15,370 +14%
Lido Advisors
231
Lido Advisors
California
$3.29M -$303K -10,877 -8%
IWM
232
IHT Wealth Management
Illinois
$3.27M -$462K -16,574 -12%
RC
233
Roundview Capital
New Jersey
$3.27M -$23.5K -844 -0.7%
NIM
234
Nicollet Investment Management
Minnesota
$3.23M -$55.8K -2,004 -2%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$3.22M +$486K +17,466 +17%
ACA
236
Atlas Capital Advisors
Wyoming
$3.2M -$303K -10,897 -8%
Stifel Financial
237
Stifel Financial
Missouri
$3.18M -$125K -4,495 -4%
CCWA
238
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.18M
MMA
239
Miracle Mile Advisors
California
$3.17M -$380K -13,661 -10%
BBWP
240
Beacon Bridge Wealth Partners
Pennsylvania
$3.11M +$238K +8,543 +8%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$3.1M -$60.3K -2,167 -2%
MHC
242
May Hill Capital
Massachusetts
$3.08M -$15.6K -561 -0.5%
PWM
243
Perigon Wealth Management
California
$3.07M -$16.8K -604 -0.5%
TNA
244
True North Advisors
Texas
$3.07M +$3.26M +117,051 New
CP
245
Capital Planning
Washington
$3.07M +$90.7K +3,258 +3%
BSHC
246
Breed's Hill Capital
Massachusetts
$3.04M +$525K +18,867 +19%
ZF
247
Zhang Financial
Michigan
$3.02M -$11.9K -429 -0.4%
Fidelity Investments
248
Fidelity Investments
Massachusetts
$3.02M +$639K +22,952 +25%
EW
249
Element Wealth
Mississippi
$2.99M -$47.9K -1,719 -1%
MFG
250
Merit Financial Group
Georgia
$2.97M +$3.15M +113,169 New