We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
426
Segall Bryant & Hamill
Illinois
$515K – – –
Calamos Advisors
427
Calamos Advisors
Illinois
$515K +$16.6K +795 +4%
PA
428
PFG Advisors
Arizona
$515K +$42.5K +2,037 +10%
AIM
429
Aspen Investment Management
Michigan
$514K – – –
BCA
430
Bay Colony Advisors
Massachusetts
$514K +$10.3K +492 +2%
BRWA
431
B. Riley Wealth Advisors
Florida
$512K -$31.8K -1,527 -6%
CGFA
432
Colton Groome Financial Advisors
North Carolina
$510K -$6.38K -306 -1%
TWM
433
Triton Wealth Management
Arizona
$499K -$10.3K -495 -2%
BFA
434
Beaumont Financial Advisors
Massachusetts
$496K -$12.5K -600 -3%
CMO
435
Covenant Multifamily Offices
Texas
$490K -$34.6K -1,659 -7%
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$480K +$7.63K +366 +2%
CG
437
Caprock Group
Idaho
$479K +$439K +21,069 New
PWM
438
Praetorian Wealth Management
California
$467K -$23K -1,104 -5%
AIM
439
Avity Investment Management
Connecticut
$461K -$24.7K -1,185 -6%
FC
440
Ferris Capital
Massachusetts
$458K -$21.6K -1,038 -5%
CAG
441
Compass Advisory Group
New York
$456K +$419K +20,076 New
G
442
Gainplan
Michigan
$450K -$28.2K -1,350 -6%
BI
443
Blooom Inc
Kansas
$448K +$342K +16,410 New
LNB
444
Ledyard National Bank
$445K – – –
ACA
445
Ascension Capital Advisors
Texas
$441K -$249K -11,925 -38%
AAM
446
Ascension Asset Management
New York
$441K +$405K +19,407 New
COF
447
Capital One Financial
Virginia
$436K -$543K -26,040 -58%
TC
448
Telemus Capital
Michigan
$435K -$1.31K -63 -0.3%
SFG
449
SevenBridge Financial Group
Pennsylvania
$430K +$15.1K +726 +4%
EWM
450
Empirical Wealth Management
Washington
$429K -$109K -5,208 -22%