We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
251
Nicollet Investment Management
Minnesota
$3.11M -$19.5K -747 -0.6%
RWP
252
Revolve Wealth Partners
New Jersey
$3.1M -$32.5K -1,242 -1%
MA
253
MBA Advisors
Pennsylvania
$3.08M -$179K -6,858 -5%
EW
254
Element Wealth
Mississippi
$3.04M +$5.42K +207 +0.2%
RC
255
Roundview Capital
New Jersey
$3.03M -$21.2K -810 -0.7%
FFA
256
Farther Finance Advisors
California
$3M -$39.9K -1,524 -1%
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$2.98M +$19.5K +747 +0.7%
CP
258
Creekside Partners
California
$2.89M +$2.91M +111,213 New
ACA
259
Affinity Capital Advisors
California
$2.87M -$220K -8,391 -7%
TWG
260
The Wealth Group
Minnesota
$2.85M -$13K -498 -0.5%
SWM
261
Sculati Wealth Management
Michigan
$2.84M -$2.61M -99,762 -48%
WAG
262
Windsor Advisory Group
Ohio
$2.83M +$2.86M +109,131 New
BA
263
Bristlecone Advisors
Washington
$2.8M -$45K -1,719 -2%
VCM
264
Vivaldi Capital Management
Illinois
$2.8M +$119K +4,554 +4%
BBWP
265
Beacon Bridge Wealth Partners
Pennsylvania
$2.77M -$312K -11,931 -10%
OCM
266
One Capital Management
California
$2.77M +$1.61M +61,650 +137%
WANY
267
Wealthspire Advisors (New York)
New York
$2.77M
UCFA
268
United Capital Financial Advisors
Texas
$2.77M -$67.3K -2,571 -2%
NC
269
Napatree Capital
Rhode Island
$2.75M +$358K +13,671 +15%
MAM
270
Marquette Asset Management
Minnesota
$2.73M -$4.63K -177 -0.2%
TW
271
Transform Wealth
Colorado
$2.73M +$355K +13,569 +15%
Stifel Financial
272
Stifel Financial
Missouri
$2.71M -$1.56M -59,553 -36%
UIA
273
Ulland Investment Advisors
Minnesota
$2.71M -$21.7K -831 -0.8%
HA
274
HC Advisors
Georgia
$2.64M -$113K -4,320 -4%
WP
275
WealthShield Partners
North Carolina
$2.64M +$19.6K +750 +0.7%