We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
Sigma Investment Counselors
Michigan
$793K -$526 -24 -0.1%
OCM
427
One Capital Management
California
$780K -$9.4K -429 -1%
CAM
428
Cozad Asset Management
Illinois
$777K
SWM
429
Selective Wealth Management
Virginia
$776K -$17.9K -816 -2%
PWM
430
Prentice Wealth Management
New York
$775K +$124K +5,655 +19%
SFWA
431
Summit Financial Wealth Advisors
Louisiana
$775K -$657 -30 -0.1%
ANTB
432
AMG National Trust Bank
Colorado
$774K
ACA
433
Aspire Capital Advisors
Washington
$762K -$237K -10,827 -24%
Renaissance Technologies
434
Renaissance Technologies
New York
$755K -$322K -14,700 -30%
LPIC
435
LeJeune Puetz Investment Counsel
Michigan
$751K +$263 +12 +0%
PRS
436
Pinkerton Retirement Specialists
Idaho
$747K
BCI
437
Brinker Capital Investments
Pennsylvania
$745K
VVP
438
Venture Visionary Partners
Ohio
$743K
OWM
439
Opes Wealth Management
California
$737K +$738K +33,681 New
EP
440
Eudaimonia Partners
Tennessee
$722K
SCM
441
SOL Capital Management
Maryland
$709K +$16.4K +750 +2%
GC
442
Grimes & Company
Massachusetts
$697K -$258K -11,769 -27%
EFM
443
Eley Financial Management
Vermont
$695K +$696K +31,761 New
HA
444
Harfst & Associates
Wyoming
$689K -$28.7K -1,308 -4%
AAG
445
Armstrong Advisory Group
Massachusetts
$685K +$687K +31,332 New
AWS
446
Atria Wealth Solutions
New York
$684K -$366K -16,686 -35%
PGAM
447
Princeton Global Asset Management
New Jersey
$684K +$2.3K +105 +0.3%
FNBT
448
FineMark National Bank & Trust
Florida
$682K
PAM
449
Pegasus Asset Management
New York
$680K -$12.7K -579 -2%
SF
450
Summit Financial
New Jersey
$679K -$15.3K -699 -2%