We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
451
Ocean Park Asset Management
California
$1.4M +$1.31M +38,065 New
GFA
452
Gallagher Fiduciary Advisors
Illinois
$1.39M +$173K +5,022 +15%
FI
453
FIDELIS iM
Oregon
$1.38M
WCM
454
Wisconsin Capital Management
Wisconsin
$1.38M
PFM
455
Phillips Financial Management
Indiana
$1.38M -$74K -2,149 -5%
AllianceBernstein
456
AllianceBernstein
Tennessee
$1.38M +$4.34K +126 +0.3%
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$1.37M -$11.6K -336 -0.9%
RWB
458
RMR Wealth Builders
New Jersey
$1.37M +$4.17K +121 +0.3%
NL
459
NWAM LLC
Washington
$1.37M +$144K +4,197 +13%
JC
460
JM2 Capital
Oklahoma
$1.37M +$33.7K +979 +3%
FPF
461
First Pacific Financial
Washington
$1.37M -$64.7K -1,880 -5%
JWBC
462
John W. Brooker & Co
California
$1.35M -$434K -12,600 -26%
OIM
463
Orca Investment Management
Oregon
$1.35M -$12.8K -372 -1%
SC
464
Shearwater Capital
Colorado
$1.34M
GG
465
Greenwood Gearhart
Arkansas
$1.33M +$17.5K +508 +1%
CWM
466
Cornerstone Wealth Management
Missouri
$1.33M +$11.4K +331 +0.9%
BFG
467
Bouchey Financial Group
New York
$1.33M -$103K -3,000 -8%
PAM
468
Pegasus Asset Management
New York
$1.32M +$106K +3,083 +9%
Pathstone Holdings
469
Pathstone Holdings
New Jersey
$1.32M
GWWM
470
Great Waters Wealth Management
Minnesota
$1.31M -$35.5K -1,030 -3%
MF
471
Manchester Financial
California
$1.31M -$5.09M -147,894 -81%
Vanguard Personalized Indexing Management
472
Vanguard Personalized Indexing Management
California
$1.31M -$37.4K -1,088 -3%
SWM
473
Sculati Wealth Management
Michigan
$1.3M -$10.2K -297 -0.8%
AWC
474
Adamsbrown Wealth Consultants
Kansas
$1.3M -$1.27K -37 -0.1%
CCM
475
Condor Capital Management
New Jersey
$1.3M +$18.3K +532 +2%