We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Frontier Wealth Management
Missouri
$446K +$192K +10,059 +77%
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$442K +$384K +20,163 +727%
CCM
278
Coldstream Capital Management
Washington
$430K +$60.9K +3,198 +17%
S
279
SignatureFD
Georgia
$426K +$72.2K +3,792 +21%
PFC
280
Phocas Financial Corp
California
$425K
MOS
281
MGO One Seven
Ohio
$421K +$417K +21,876 New
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$419K -$107K -5,601 -21%
AIM
283
Avity Investment Management
Connecticut
$416K
SG
284
Somerset Group
Minnesota
$406K -$62.2K -3,264 -13%
SMC
285
Smith, Moore & Co
Missouri
$404K +$6.46K +339 +2%
SC
286
Slow Capital
California
$401K +$98.8K +5,184 +33%
BWL
287
Bogart Wealth LLC
Virginia
$400K +$18.4K +966 +5%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$396K +$26.1K +1,371 +7%
BCM
289
Boltwood Capital Management
California
$392K +$57.7K +3,027 +17%
RPA
290
Rock Point Advisors
Vermont
$390K -$2.74K -144 -0.7%
CRC
291
Curi RMB Capital
Illinois
$385K -$20.3K -1,068 -5%
FAIM
292
Financial Advocates Investment Management
Washington
$372K +$48.1K +2,523 +15%
JMPWA
293
JP Morgan Private Wealth Advisors
California
$371K +$18.4K +966 +5%
AFA
294
Arlington Financial Advisors
California
$362K +$7.77K +408 +2%
DAS
295
Dynamic Advisor Solutions
Arizona
$359K -$353K -18,540 -50%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$350K -$82.1K -4,311 -19%
PA
297
PFG Advisors
Arizona
$344K +$97.5K +5,115 +35%
WCM
298
Wealthcare Capital Management
Virginia
$338K
HIC
299
Holderness Investments Company
North Carolina
$337K +$333K +17,457 New
NSAM
300
North Star Asset Management
Wisconsin
$337K +$333K +17,469 New