We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KHC
351
Koesten Hirschmann & Crabtree
Kansas
$1.48M
PWM
352
Paulson Wealth Management
Illinois
$1.46M +$165K +7,200 +14%
IAN
353
Integrated Advisors Network
Texas
$1.45M -$23.4K -1,023 -2%
1WM
354
1900 Wealth Management
Texas
$1.43M +$58.5K +2,553 +5%
CA
355
Continuum Advisory
Idaho
$1.42M -$28.2K -1,230 -2%
SWM
356
Spire Wealth Management
Virginia
$1.41M +$15.8K +690 +1%
CFGSD
357
Compass Financial Group (South Dakota)
South Dakota
$1.4M +$702K +30,657 +123%
ECG
358
Edge Capital Group
Georgia
$1.39M -$45.6K -1,992 -3%
AFG
359
Arkansas Financial Group
Arkansas
$1.39M
EWA
360
EP Wealth Advisors
California
$1.39M +$168K +7,323 +15%
JWA
361
JFS Wealth Advisors
Pennsylvania
$1.38M -$426K -18,591 -25%
CP
362
Capital Planning
Washington
$1.37M +$340K +14,838 +37%
IWMA
363
Ironwood Wealth Management (Arizona)
Arizona
$1.36M
AWM
364
Apollon Wealth Management
South Carolina
$1.36M +$25K +1,089 +2%
CBFP
365
Cedar Brook Financial Partners
Ohio
$1.36M +$33.4K +1,458 +3%
WF
366
Warner Financial
Maryland
$1.36M +$96.7K +4,221 +8%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.34M
PWM
368
Prentice Wealth Management
New York
$1.34M +$21K +915 +2%
BWL
369
Bogart Wealth LLC
Virginia
$1.33M +$197K +8,616 +19%
CAM
370
Chandler Asset Management
California
$1.33M +$5.77K +252 +0.5%
LC
371
LTG Capital
Massachusetts
$1.33M -$4.33K -189 -0.4%
Citadel Advisors
372
Citadel Advisors
Florida
$1.33M -$199K -8,670 -14%
CFGA
373
Cambridge Financial Group (Arizona)
Arizona
$1.32M +$1.21M +52,698 New
OFS
374
Oldfather Financial Services
Nebraska
$1.32M +$20.9K +912 +2%
AFA
375
Arlington Financial Advisors
California
$1.32M +$11.5K +504 +1%