We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Sawgrass Asset Management
Florida
$1.16M +$2.04K +70 +0.2%
BFG
427
Bouchey Financial Group
New York
$1.16M +$10.8K +370 +1%
SFWA
428
Summit Financial Wealth Advisors
Louisiana
$1.15M +$51.4K +1,765 +5%
FNBT
429
FineMark National Bank & Trust
Florida
$1.15M +$271K +9,317 +32%
CCM
430
Condor Capital Management
New Jersey
$1.14M -$11.4K -393 -1%
KF
431
K2 Financial
California
$1.14M +$147K +5,062 +15%
SAI
432
Savvy Advisors Inc
New York
$1.13M -$56K -1,922 -5%
SFGP
433
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.13M
NGA
434
Naples Global Advisors
Florida
$1.13M -$33.3K -1,143 -3%
SWM
435
Sculati Wealth Management
Michigan
$1.12M -$15.3K -525 -1%
NCMW
436
Northern Capital Management (Washington)
Washington
$1.11M -$4.96M -170,506 -82%
WCM
437
Wisconsin Capital Management
Wisconsin
$1.11M
OIM
438
Orca Investment Management
Oregon
$1.11M -$9.96K -342 -0.9%
GWWM
439
Great Waters Wealth Management
Minnesota
$1.1M +$4.45K +153 +0.4%
HIC
440
Holderness Investments Company
North Carolina
$1.09M -$40.8K -1,400 -4%
RWB
441
RMR Wealth Builders
New Jersey
$1.09M -$38.6K -1,327 -3%
CWM
442
Cornerstone Wealth Management
Missouri
$1.08M +$41.7K +1,432 +4%
PFS
443
Prospera Financial Services
Texas
$1.08M +$272K +9,355 +35%
Pathstone Holdings
444
Pathstone Holdings
New Jersey
$1.08M +$16K +550 +2%
SIMC
445
Squire Investment Management Company
Utah
$1.08M +$90.5K +3,110 +9%
EWP
446
Elevation Wealth Partners
California
$1.07M +$873 +30 +0.1%
CS
447
Crescent Sterling
Louisiana
$1.07M -$12.1K -416 -1%
CB
448
Commerce Bank
Missouri
$1.07M -$3.49K -120 -0.3%
SCM
449
SOL Capital Management
Maryland
$1.05M -$14.5K -497 -1%
AWC
450
Adamsbrown Wealth Consultants
Kansas
$1.05M -$37.8K -1,300 -4%