We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
251
PCA Investment Advisory Services
Ohio
$2.77M +$2.83M +122,682 New
CCFM
252
Clear Creek Financial Management
Washington
$2.73M -$285K -12,381 -9%
FC
253
Forte Capital
New York
$2.72M -$35.6K -1,548 -1%
PA
254
Pinnacle Associates
New York
$2.71M +$297K +12,909 +12%
CHA
255
Carmichael Hill & Associates
Maryland
$2.68M +$13.5K +585 +0.5%
MA
256
Mutual Advisors
Nebraska
$2.68M -$826K -35,871 -23%
EW
257
Element Wealth
Mississippi
$2.68M -$75K -3,255 -3%
OFG
258
Orcam Financial Group
California
$2.66M -$135K -5,856 -5%
D
259
Diversified
Delaware
$2.63M +$942K +40,917 +54%
BWM
260
BCS Wealth Management
Tennessee
$2.62M +$524K +22,764 +24%
SPP
261
Single Point Partners
Massachusetts
$2.62M -$21.6K -936 -0.8%
BA
262
Bristlecone Advisors
Washington
$2.61M -$32.5K -1,410 -1%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$2.6M -$18.4K -801 -0.7%
ACA
264
Atlas Capital Advisors
Wyoming
$2.59M -$50.5K -2,193 -2%
SAF
265
Smith Anglin Financial
Texas
$2.53M -$695K -30,162 -21%
WANY
266
Wealthspire Advisors (New York)
New York
$2.45M +$7.95K +345 +0.3%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$2.43M +$297K +12,900 +14%
RWA
268
River Wealth Advisors
Pennsylvania
$2.39M -$30.7K -1,332 -1%
FAG
269
Financial Advisory Group
Texas
$2.38M +$137K +5,952 +6%
TWM
270
Tradition Wealth Management
Minnesota
$2.37M -$20.9K -906 -0.9%
UIA
271
Ulland Investment Advisors
Minnesota
$2.37M -$199K -8,661 -8%
CFS
272
CRA Financial Services
New Jersey
$2.34M +$89.5K +3,888 +4%
CAG
273
Compass Advisory Group
New York
$2.33M -$38.1K -1,656 -2%
KIA
274
KCM Investment Advisors
California
$2.32M +$852K +36,999 +56%
NIM
275
Nicollet Investment Management
Minnesota
$2.27M +$339K +14,721 +17%