We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
301
Zhang Financial
Michigan
$1.77M +$124K +5,394 +7%
FPF
302
First Pacific Financial
Washington
$1.74M -$153K -6,624 -8%
SWA
303
Sutton Wealth Advisors
Florida
$1.74M -$9.88K -429 -0.6%
CS
304
Crescent Sterling
Louisiana
$1.73M -$239K -10,383 -12%
Bank of New York Mellon
305
Bank of New York Mellon
New York
$1.73M -$5.92M -257,214 -77%
CA
306
Cetera Advisors
Colorado
$1.7M -$6.15K -267 -0.4%
JWA
307
JFS Wealth Advisors
Pennsylvania
$1.7M -$51.5K -2,238 -3%
IWP
308
IAG Wealth Partners
Wisconsin
$1.69M +$65.8K +2,856 +4%
CWM
309
Chesapeake Wealth Management
Virginia
$1.67M -$1.59K -69 -0.1%
SHJ
310
Sharkey, Howes & Javer
Colorado
$1.66M -$74.2K -3,222 -4%
VCM
311
Vision Capital Management
Oregon
$1.63M -$51K -2,214 -3%
ML
312
McAdam LLC
Pennsylvania
$1.63M +$600K +26,067 +57%
RW
313
Rede Wealth
Virginia
$1.63M +$222K +9,660 +16%
NCM
314
Novare Capital Management
North Carolina
$1.61M +$47K +2,043 +3%
LNC
315
Lincoln National Corp
Pennsylvania
$1.6M -$144K -6,234 -8%
SIA
316
Sage Investment Advisers
New York
$1.6M +$45.3K +1,965 +3%
EFG
317
Ethos Financial Group
Pennsylvania
$1.58M +$1.61M +70,038 New
SCA
318
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M +$1.39M +60,435 +633%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$1.58M -$249K -10,821 -13%
AIM
320
Athena Investment Management
California
$1.56M +$13.4K +582 +0.9%
LF
321
LifeSteps Financial
California
$1.55M -$35.4K -1,536 -2%
MMHP
322
Murphy Middleton Hinkle & Parker
Georgia
$1.55M -$28.9K -1,257 -2%
VCM
323
Vivaldi Capital Management
Illinois
$1.54M +$45K +1,953 +3%
SFP
324
Strategic Financial Planning
Texas
$1.54M +$56.9K +2,469 +4%
MA
325
MCF Advisors
Kentucky
$1.53M -$59.7K -2,592 -4%