We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
451
Oppenheimer Asset Management
New York
$83K +$482 +27 +0.6%
CDIA
452
Capital Directions Investment Advisors
Georgia
$81K – – –
LWANC
453
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K -$7.24K -405 -9%
TSW
454
Thompson Siegel & Walmsley
Virginia
$72K – – –
FHA
455
First Horizon Advisors
Tennessee
$70K +$9.65K +540 +16%
SQA
456
Simon Quick Advisors
New Jersey
$69K -$29.3K -1,638 -30%
RFC
457
Regions Financial Corp
Alabama
$67K +$33.9K +1,899 +110%
PC
458
Permanens Capital
New York
$67K +$65K +3,639 New
EI
459
Ellevest Inc
New York
$64K -$375 -21 -0.6%
CAL
460
Capital Advisors Ltd
Ohio
$58K – – –
CIAS
461
Capital Investment Advisory Services
North Carolina
$57K +$10.8K +603 +24%
WCM
462
WealthBridge Capital Management
Ohio
$53K – – –
GRP
463
Global Retirement Partners
California
$49K +$1.02K +57 +2%
William Blair & Company
464
William Blair & Company
Illinois
$48K – – –
SSB
465
Sandy Spring Bank
Maryland
$47K +$12.5K +699 +37%
PA
466
Parallel Advisors
California
$43K +$8.2K +459 +25%
LC
467
Lavaca Capital
Texas
$41K – – –
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
CWM
469
Cranbrook Wealth Management
Michigan
$39K -$29.9K -1,674 -44%
BCM
470
Blume Capital Management
California
$39K – – –
LDFR
471
Lehman & Derafelo Financial Resources
Pennsylvania
$39K – – –
PK
472
Pflug Koory
Nebraska
$38K – – –
CFD
473
Creative Financial Designs
Indiana
$37K -$5.79K -324 -14%
ONST
474
Old North State Trust
North Carolina
$37K +$36.7K +2,055 New
CFGS
475
Concourse Financial Group Securities
Alabama
$36K – – –