We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
251
Jackson Creek Investment Advisors
Colorado
$1.28M +$1.28M +69,258 New
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$1.28M -$163K -8,811 -11%
CFS
253
CRA Financial Services
New Jersey
$1.27M +$83.4K +4,503 +7%
CCM
254
Coldstream Capital Management
Washington
$1.23M -$161K -8,664 -12%
IAN
255
Integrated Advisors Network
Texas
$1.22M -$139K -7,482 -10%
TI
256
tru Independence
Oregon
$1.21M +$1.21M +65,319 New
ML
257
McAdam LLC
Pennsylvania
$1.21M +$162K +8,742 +15%
FLPIM
258
F.L. Putnam Investment Management
Massachusetts
$1.2M -$183K -9,861 -13%
BC
259
Bartlett & Co
Ohio
$1.19M -$15.3K -825 -1%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$1.19M -$15.3K -825 -1%
CIAS
261
Capital Investment Advisory Services
North Carolina
$1.18M -$145K -7,836 -11%
NRI
262
NFP Retirement Inc
California
$1.17M +$262K +14,157 +29%
NYLIM
263
New York Life Investment Management
New York
$1.16M +$929K +50,151 +397%
ECG
264
Edge Capital Group
Georgia
$1.16M +$333 +18 +0%
AL
265
Aspiriant LLC
California
$1.16M -$30.6K -1,653 -3%
PG
266
Prostatis Group
Maryland
$1.14M +$460K +24,849 +67%
MCM
267
MAI Capital Management
Ohio
$1.13M -$193K -10,425 -15%
VCM
268
Vivaldi Capital Management
Illinois
$1.13M -$29K -1,563 -3%
SPP
269
Single Point Partners
Massachusetts
$1.12M +$2.78K +150 +0.2%
FA
270
Fagan Associates
New York
$1.12M -$54.4K -2,937 -5%
MWM
271
Meridian Wealth Management
Kentucky
$1.12M -$123K -6,639 -10%
BIA
272
Barry Investment Advisors
Massachusetts
$1.11M -$30.3K -1,635 -3%
PA
273
Pinnacle Associates
New York
$1.1M +$46.7K +2,520 +4%
HI
274
Hudock Inc
Pennsylvania
$1.09M -$15.3K -828 -1%
AFG
275
Arkansas Financial Group
Arkansas
$1.07M – – –
9 10
11
12 13