We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWG
276
The Wealth Group
Minnesota
$3.77M -$7.4K -215 -0.2%
SFA
277
Sequoia Financial Advisors
Ohio
$3.76M -$447K -12,974 -11%
BF
278
Blankinship & Foster
California
$3.71M -$964 -28 -0%
JBI
279
John Boyer Inc
Florida
$3.7M -$13.6K -396 -0.4%
WFAG
280
Wescott Financial Advisory Group
Pennsylvania
$3.68M -$67.1K -1,951 -2%
ZF
281
Zhang Financial
Michigan
$3.65M +$1.89K +55 +0.1%
EFG
282
Everhart Financial Group
Ohio
$3.64M -$338K -9,817 -9%
EWA
283
EP Wealth Advisors
California
$3.62M +$223K +6,469 +7%
BCM
284
Boltwood Capital Management
California
$3.57M +$52.7K +1,530 +2%
Franklin Resources
285
Franklin Resources
California
$3.5M +$124K +3,602 +4%
VT
286
Vise Technologies
New York
$3.5M +$58.9K +1,712 +2%
LF
287
LifeSteps Financial
California
$3.48M -$96.5K -2,804 -3%
CCM
288
Coldstream Capital Management
Washington
$3.48M -$90.3K -2,624 -3%
RWP
289
Revolve Wealth Partners
New Jersey
$3.48M -$86.1K -2,503 -3%
ASN
290
Advisory Services Network
Georgia
$3.39M +$1.55K +45 +0%
UBS AM
291
UBS AM
Illinois
$3.37M -$10.1M -292,331 -76%
PF
292
PlanWiser Financial
Colorado
$3.36M -$55.8K -1,621 -2%
IWM
293
IHT Wealth Management
Illinois
$3.36M -$1.39M -40,381 -31%
EF
294
Envision Financial
Wisconsin
$3.3M -$279K -8,102 -8%
CWM
295
Carolina Wealth Management
North Carolina
$3.27M +$3.05M +88,755 New
SDJVC
296
St. Denis J. Villere & Co
Louisiana
$3.25M +$3.04M +88,281 New
MFP
297
Meramec Financial Planners
Missouri
$3.23M -$47.9K -1,391 -1%
TNA
298
True North Advisors
Texas
$3.22M -$13.9K -405 -0.5%
TWM
299
Tradition Wealth Management
Minnesota
$3.22M +$7.16K +208 +0.2%
PIA
300
Panoramic Investment Advisors
Colorado
$3.19M +$160K +4,644 +6%