We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$2.03M -$250K -12,003 -12%
BAM
252
Belpointe Asset Management
Nevada
$2.03M +$44.3K +2,124 +2%
PWM
253
Perigon Wealth Management
California
$2.02M +$28.2K +1,350 +2%
PAMG
254
Patton Albertson Miller Group
Tennessee
$1.98M -$149K -7,134 -8%
BWM
255
BCS Wealth Management
Tennessee
$1.97M -$131K -6,291 -7%
PWA
256
Peterson Wealth Advisors
Utah
$1.95M -$313 -15 -0%
AMM
257
American Money Management
California
$1.9M +$15.8K +756 +0.9%
AIA
258
Armor Investment Advisors
North Carolina
$1.9M +$41.9K +2,010 +2%
H
259
HoyleCohen
California
$1.89M +$7.57K +363 +0.4%
GB
260
Goepper Burkhardt
South Carolina
$1.86M +$1.71M +81,990 New
HA
261
HC Advisors
Georgia
$1.83M +$63.5K +3,045 +4%
CA
262
Clearstead Advisors
Ohio
$1.83M +$155K +7,410 +10%
MIAN
263
Mariner Independent Advisor Network
Kansas
$1.82M +$77.8K +3,729 +5%
SFP
264
Strategic Financial Planning
Texas
$1.81M +$3.13K +150 +0.2%
SWM
265
Stockman Wealth Management
Montana
$1.8M -$484K -23,205 -23%
SWA
266
Sutton Wealth Advisors
Florida
$1.8M +$26.8K +1,284 +2%
FC
267
FCA Corp
Texas
$1.79M -$30.8K -1,479 -2%
JCIA
268
Jackson Creek Investment Advisors
Colorado
$1.78M +$190K +9,102 +13%
IWP
269
IAG Wealth Partners
Wisconsin
$1.75M -$162K -7,779 -9%
MCM
270
MAI Capital Management
Ohio
$1.72M +$302K +14,472 +24%
CAG
271
Curtis Advisory Group
California
$1.68M -$46.2K -2,214 -3%
KIA
272
KCM Investment Advisors
California
$1.67M – – –
1WM
273
1900 Wealth Management
Texas
$1.65M +$1.51M +72,618 New
FCM
274
Fortis Capital Management
Washington
$1.64M +$35.2K +1,689 +2%
CFS
275
CRA Financial Services
New Jersey
$1.63M +$55.3K +2,652 +4%
9 10
11
12 13