We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
426
Clear Investment Research
Georgia
$1.06M -$863 -31 -0.1%
FA
427
FF Advisors
California
$1.06M +$221K +7,945 +24%
GIA
428
GHP Investment Advisors
Colorado
$1.05M +$15.5K +556 +1%
QCG
429
Quadrant Capital Group
Ohio
$1.05M -$3.65K -131 -0.3%
CS
430
Crescent Sterling
Louisiana
$1.04M -$34K -1,222 -3%
NGA
431
Naples Global Advisors
Florida
$1.03M -$164K -5,872 -13%
CCM
432
Condor Capital Management
New Jersey
$1.03M -$107K -3,843 -9%
SAM
433
Sawgrass Asset Management
Florida
$1.02M +$5.15K +185 +0.5%
PA
434
Parallel Advisors
California
$1.01M -$18.5K -665 -2%
BFG
435
Bouchey Financial Group
New York
$1.01M – – –
SWP
436
SIMA Wealth Partners
Virginia
$1M -$67.4K -2,420 -6%
GT
437
Greenleaf Trust
Michigan
$1M +$55.9K +2,007 +6%
GWWM
438
Great Waters Wealth Management
Minnesota
$987K -$7.94K -285 -0.8%
AAS
439
Avantax Advisory Services
Texas
$986K +$25.3K +910 +2%
FI
440
FIDELIS iM
Oregon
$983K – – –
WCM
441
Wisconsin Capital Management
Wisconsin
$983K – – –
HIC
442
Holderness Investments Company
North Carolina
$980K -$258K -9,278 -20%
RWP
443
RWA Wealth Partners
Massachusetts
$979K -$26.1K -939 -2%
OIM
444
Orca Investment Management
Oregon
$977K +$3.48K +125 +0.3%
SFGP
445
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$973K -$2.23K -80 -0.2%
Vanguard Personalized Indexing Management
446
Vanguard Personalized Indexing Management
California
$968K +$193K +6,915 +23%
EWA
447
EP Wealth Advisors
California
$967K +$10.8K +386 +1%
SAI
448
Savvy Advisors Inc
New York
$965K +$32.6K +1,171 +3%
AWC
449
Adamsbrown Wealth Consultants
Kansas
$963K +$5.46K +196 +0.5%
GFG
450
Grantvest Financial Group
New Jersey
$962K -$25.3K -908 -2%