We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
276
Wescott Financial Advisory Group
Pennsylvania
$3.15M -$42.8K -1,343 -1%
TPCW
277
TD Private Client Wealth
New York
$3.14M +$2.65M +83,324 +462%
OFG
278
Orcam Financial Group
California
$3.13M +$2.8K +88 +0.1%
JBI
279
John Boyer Inc
Florida
$3.12M -$3.92K -123 -0.1%
BF
280
Blankinship & Foster
California
$3.12M -$40.1K -1,258 -1%
PSIWM
281
Paradigm Strategies in Wealth Management
Minnesota
$3.1M -$246K -7,713 -7%
Betterment LLC
282
Betterment LLC
New York
$3.1M -$146K -4,573 -4%
WP
283
WealthShield Partners
North Carolina
$3.1M -$70.1K -2,203 -2%
PF
284
PlanWiser Financial
Colorado
$3.06M -$49.6K -1,558 -2%
ZF
285
Zhang Financial
Michigan
$3.06M +$93K +2,921 +3%
EF
286
Envision Financial
Wisconsin
$3.03M -$549K -17,227 -15%
LF
287
LifeSteps Financial
California
$3.01M +$167K +5,240 +6%
CCM
288
Coldstream Capital Management
Washington
$3M -$10.1K -318 -0.3%
RWP
289
Revolve Wealth Partners
New Jersey
$3M -$311K -9,777 -9%
EH
290
Equitable Holdings
New York
$2.99M +$199K +6,262 +7%
BCM
291
Boltwood Capital Management
California
$2.95M +$136K +4,280 +5%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$2.91M +$257K +8,085 +10%
PIAS
293
PCA Investment Advisory Services
Ohio
$2.86M -$47.4K -1,488 -2%
ASN
294
Advisory Services Network
Georgia
$2.85M +$43.8K +1,377 +2%
EWA
295
EP Wealth Advisors
California
$2.84M +$65.1K +2,046 +2%
Franklin Resources
296
Franklin Resources
California
$2.83M -$548K -17,199 -16%
JE
297
Jacobs Equity
Utah
$2.83M +$26K +816 +0.9%
VT
298
Vise Technologies
New York
$2.8M – – –
RWA
299
River Wealth Advisors
Pennsylvania
$2.8M -$115K -3,627 -4%
VAF
300
Values Added Financial
District of Columbia
$2.78M +$48.1K +1,510 +2%