We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Prentice Wealth Management
New York
$2.58M +$212K +7,620 +8%
UCFA
277
United Capital Financial Advisors
Texas
$2.54M +$25.9K +931 +1%
AWE
278
Avidian Wealth Enterprises
Texas
$2.54M +$944K +33,897 +54%
SWM
279
SeaCrest Wealth Management
New York
$2.52M +$107K +3,847 +4%
ACA
280
Aptus Capital Advisors
Alabama
$2.51M -$29.1K -1,044 -1%
MG
281
Mather Group
Illinois
$2.48M -$483K -17,349 -16%
UIA
282
Ulland Investment Advisors
Minnesota
$2.47M -$273K -9,807 -9%
SPA
283
Sentinel Pension Advisors
Massachusetts
$2.44M -$50.9K -1,828 -2%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$2.41M -$20.4K -732 -0.8%
AAIM
285
Asset Advisors Investment Management
Georgia
$2.4M -$262K -9,398 -9%
TWM
286
Tradition Wealth Management
Minnesota
$2.4M +$29.5K +1,059 +1%
LCM
287
Leisure Capital Management
California
$2.4M +$79.1K +2,842 +3%
RWA
288
River Wealth Advisors
Pennsylvania
$2.37M -$108K -3,877 -4%
VFPW
289
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.36M -$475K -17,054 -16%
CL
290
Choreo LLC
Illinois
$2.36M -$103K -3,715 -4%
CFG
291
Clayton Financial Group
Missouri
$2.34M +$53.5K +1,921 +2%
MAM
292
Marquette Asset Management
Minnesota
$2.32M -$305K -10,940 -11%
MA
293
MBA Advisors
Pennsylvania
$2.3M -$51.8K -1,859 -2%
BFS
294
Burkett Financial Services
South Carolina
$2.3M -$41K -1,472 -2%
PF
295
PlanWiser Financial
Colorado
$2.28M +$2.43M +87,222 New
Natixis Advisors
296
Natixis Advisors
Massachusetts
$2.22M +$1.14M +40,965 +93%
ACA
297
Affinity Capital Advisors
California
$2.22M -$123K -4,416 -5%
CFS
298
CRA Financial Services
New Jersey
$2.22M -$148K -5,307 -6%
CA
299
Centerpoint Advisors
Massachusetts
$2.2M
EH
300
Equitable Holdings
New York
$2.19M +$10.4K +372 +0.4%