We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
426
Pegasus Asset Management
New York
$639K -$76.3K -3,420 -10%
SCM
427
SOL Capital Management
Maryland
$639K – – –
OPA
428
Old Port Advisors
Maine
$638K -$18.6K -834 -3%
PGAM
429
Princeton Global Asset Management
New Jersey
$629K -$5.15K -231 -0.7%
FNBT
430
FineMark National Bank & Trust
Florida
$629K – – –
GT
431
Greenleaf Trust
Michigan
$623K – – –
CM
432
Columbus Macro
Pennsylvania
$614K -$29K -1,299 -4%
WF
433
Warner Financial
Maryland
$614K +$26.6K +1,194 +4%
SSWG
434
Seven Springs Wealth Group
Tennessee
$606K -$3.48K -156 -0.5%
PWM
435
Prentice Wealth Management
New York
$601K +$664K +29,769 New
CHA
436
Cooper/Haims Advisors
New York
$600K +$335 +15 +0.1%
ACI
437
Alpha Cubed Investments
California
$596K -$47.9K -2,148 -7%
CCM
438
Cribstone Capital Management
Maine
$592K -$49.1K -2,199 -7%
BCA
439
Bay Colony Advisors
Massachusetts
$588K -$90.6K -4,062 -12%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$587K – – –
MFG
441
Merit Financial Group
Georgia
$582K -$464K -20,781 -42%
JF
442
Joule Financial
Kentucky
$580K -$18.7K -840 -3%
CWM
443
Castle Wealth Management
Florida
$578K -$5.55K -249 -0.9%
FHB
444
First Hawaiian Bank
Hawaii
$574K – – –
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$604K -27,075 -49%
AGA
446
Arkos Global Advisors
Texas
$565K -$1.61K -72 -0.3%
FC
447
FCA Corp
Texas
$557K +$1.54K +69 +0.3%
TAM
448
Townsend Asset Management
North Carolina
$555K +$1.41K +63 +0.2%
PTC
449
Private Trust Company
Ohio
$553K – – –
WBCM
450
Wilson & Boucher Capital Management
California
$547K +$13.4K +600 +2%
16 17
18
19 20