We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
326
Greenwood Gearhart
Arkansas
$220K -$59.3K -3,279 -21%
RW
327
REDW Wealth
New Mexico
$215K -$16.9K -933 -7%
VFA
328
Valeo Financial Advisors
Indiana
$212K +$89.3K +4,938 +78%
AWM
329
Altium Wealth Management
New York
$210K -$94.4K -5,217 -31%
BCM
330
BTR Capital Management
California
$206K +$203K +11,250 New
OC
331
Oarsman Capital
Wisconsin
$202K -$27.7K -1,530 -12%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$202K -$8.74K -483 -4%
DCM
333
Donaldson Capital Management
Indiana
$202K +$199K +11,013 New
WAM
334
Watermark Asset Management
California
$199K -$22.2K -1,227 -10%
RCC
335
Red Cedar Capital
Nebraska
$195K – – –
CPIG
336
Chicago Partners Investment Group
Illinois
$183K +$60.6K +3,348 +50%
RWP
337
RWA Wealth Partners
Massachusetts
$168K -$6.51K -360 -4%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$161K – – –
SQA
339
Simon Quick Advisors
New Jersey
$150K +$149K +8,244 New
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$145K +$67.3K +3,723 +89%
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$142K +$21.3K +1,179 +18%
SBL
342
Sargent Bickham Lagudis
Colorado
$139K +$11K +606 +9%
SLF
343
Sun Life Financial
Ontario, Canada
$130K +$122K +6,747 +1,785%
SFSIG
344
San Francisco Sentry Investment Group
California
$129K – – –
Deutsche Bank
345
Deutsche Bank
Germany
$124K +$53.8K +2,976 +79%
WTC
346
WhitTier Trust Company
Nevada
$111K +$73.3K +4,053 +199%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$109K +$24.1K +1,335 +29%
BFC
348
Bedel Financial Consulting
Indiana
$104K +$1.41K +78 +1%
RCA
349
Rowland Carmichael Advisors
Arizona
$102K -$5.81K -321 -5%
ML
350
McAdam LLC
Pennsylvania
$102K -$4.83K -267 -5%