We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.63M +$127K +4,854 +5%
GRP
277
Global Retirement Partners
California
$2.61M +$188K +7,200 +8%
OFG
278
Orcam Financial Group
California
$2.6M -$103K -3,918 -4%
CFIA
279
Cantor Fitzgerald Investment Advisors
New York
$2.57M -$91.4K -3,492 -3%
RWA
280
River Wealth Advisors
Pennsylvania
$2.57M -$16.6K -636 -0.6%
CFS
281
CRA Financial Services
New Jersey
$2.56M -$189K -7,206 -7%
BSHC
282
Breed's Hill Capital
Massachusetts
$2.53M – – –
CP
283
Capital Planning
Washington
$2.51M +$896K +34,263 +55%
LCM
284
Leisure Capital Management
California
$2.44M -$12.3K -471 -0.5%
TWM
285
Tradition Wealth Management
Minnesota
$2.41M -$31.1K -1,188 -1%
PFT
286
Providence First Trust
Arizona
$2.4M – – –
ZF
287
Zhang Financial
Michigan
$2.36M +$398K +15,216 +20%
BFS
288
Burkett Financial Services
South Carolina
$2.36M -$31.9K -1,218 -1%
SWM
289
SeaCrest Wealth Management
New York
$2.35M +$161K +6,138 +7%
CAG
290
Compass Advisory Group
New York
$2.32M -$19K -726 -0.8%
AC
291
Abbrea Capital
California
$2.29M -$25.9K -990 -1%
NCM
292
Novare Capital Management
North Carolina
$2.27M -$123K -4,701 -5%
BMMM
293
Boston Mountain Money Management
Arkansas
$2.26M -$84K -3,210 -4%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$2.24M -$256K -9,768 -10%
KF
295
Krilogy Financial
Missouri
$2.23M -$287K -10,959 -11%
CFO
296
Collective Family Office
Pennsylvania
$2.23M -$21.2K -810 -0.9%
CL
297
Choreo LLC
Illinois
$2.22M +$660K +25,227 +41%
CA
298
Centerpoint Advisors
Massachusetts
$2.18M – – –
SFA
299
Sequoia Financial Advisors
Ohio
$2.14M -$56.2K -2,148 -3%
NRI
300
NFP Retirement Inc
California
$2.13M -$170K -6,507 -7%
10 11
12
13 14