We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
301
Sharkey, Howes & Javer
Colorado
$1.68M -$105K -4,797 -6%
HWM
302
Heirloom Wealth Management
Colorado
$1.66M +$1.67M +76,050 New
D
303
Diversified
Delaware
$1.65M +$316K +14,397 +24%
CA
304
Cetera Advisors
Colorado
$1.65M +$863K +39,390 +110%
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$1.63M +$505K +23,022 +45%
VCM
306
Vision Capital Management
Oregon
$1.62M
CWM
307
Chesapeake Wealth Management
Virginia
$1.62M -$3.75K -171 -0.2%
ZF
308
Zhang Financial
Michigan
$1.59M +$885K +40,383 +125%
WW
309
Waterfront Wealth
Kansas
$1.58M -$1.58K -72 -0.1%
IWP
310
IAG Wealth Partners
Wisconsin
$1.57M +$18.5K +846 +1%
LF
311
LifeSteps Financial
California
$1.54M -$318K -14,529 -17%
MA
312
MCF Advisors
Kentucky
$1.54M +$689K +31,431 +81%
IWMA
313
Ironwood Wealth Management (Arizona)
Arizona
$1.53M +$538K +24,537 +54%
MMHP
314
Murphy Middleton Hinkle & Parker
Georgia
$1.53M +$22.9K +1,044 +2%
ES
315
ETF Store
Kansas
$1.52M +$248K +11,304 +22%
SW
316
SVB Wealth
Massachusetts
$1.52M +$1.52M +69,396 New
NCM
317
Novare Capital Management
North Carolina
$1.51M +$37.1K +1,692 +3%
WKSWA
318
White Knight Strategic Wealth Advisors
New Jersey
$1.51M -$61.2K -2,793 -4%
SIA
319
Sage Investment Advisers
New York
$1.51M +$39.1K +1,782 +3%
VCM
320
Vivaldi Capital Management
Illinois
$1.5M -$10.7K -486 -0.7%
AIM
321
Athena Investment Management
California
$1.49M +$23.9K +1,092 +2%
BRWA
322
B. Riley Wealth Advisors
Florida
$1.47M -$2.5K -114 -0.2%
AIA
323
Armor Investment Advisors
North Carolina
$1.46M -$16K -729 -1%
GWWM
324
Great Waters Wealth Management
Minnesota
$1.44M +$1.34M +61,332 New
SFP
325
Strategic Financial Planning
Texas
$1.44M -$25.5K -1,164 -2%