We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
351
Deutsche Bank
Germany
$213K +$82.2K +4,314 +64%
WAM
352
Watermark Asset Management
California
$211K +$343 +18 +0.2%
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$210K +$40.2K +2,112 +24%
BWP
354
BSW Wealth Partners
Colorado
$206K +$204K +10,692 New
MWP
355
MYCIO Wealth Partners
Pennsylvania
$205K +$202K +10,623 New
BCM
356
Breiter Capital Management
Florida
$203K +$201K +10,545 New
DBRC
357
D.B. Root & Company
Pennsylvania
$203K +$201K +10,554 New
MCP
358
Mirador Capital Partners
California
$202K +$200K +10,497 New
VFA
359
Valeo Financial Advisors
Indiana
$164K -$37.2K -1,950 -17%
APSI
360
Asset Planning Services Inc
Louisiana
$151K +$149K +7,836 New
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$147K -$2.52K -132 -2%
SQA
362
Simon Quick Advisors
New Jersey
$146K -$12.7K -669 -8%
SBL
363
Sargent Bickham Lagudis
Colorado
$145K -$1.03K -54 -0.7%
GWM
364
Geneos Wealth Management
Colorado
$144K +$38.1K +2,001 +37%
SLF
365
Sun Life Financial
Ontario, Canada
$137K – – –
SFSIG
366
San Francisco Sentry Investment Group
California
$136K – – –
DSC
367
Duncker Streett & Co
Missouri
$125K +$18.7K +981 +18%
BFC
368
Bedel Financial Consulting
Indiana
$122K +$20K +1,050 +18%
WTC
369
WhitTier Trust Company
Nevada
$117K – – –
APP
370
Avantax Planning Partners
Iowa
$116K +$115K +6,018 New
Fidelity Investments
371
Fidelity Investments
Massachusetts
$115K +$114K +6,000 New
SWP
372
Stratos Wealth Partners
Ohio
$109K +$108K +5,661 New
RCA
373
Rowland Carmichael Advisors
Arizona
$107K – – –
ML
374
McAdam LLC
Pennsylvania
$104K -$2.63K -138 -2%
BWA
375
BDO Wealth Advisors
Florida
$95K – – –