We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
MBE Wealth Management
Wisconsin
$427K +$751 +36 +0.2%
PWMG
452
Prestige Wealth Management Group
New Jersey
$423K – – –
RPCA
453
Running Point Capital Advisors
California
$420K +$385K +18,468 New
PCM
454
Pennsylvania Capital Management
Pennsylvania
$414K -$8.7K -417 -2%
RPA
455
Rock Point Advisors
Vermont
$411K – – –
JWCA
456
J.W. Cole Advisors
Florida
$406K +$373K +17,874 New
WWM
457
Windsor Wealth Management
Indiana
$401K +$1.44K +69 +0.4%
PI
458
Pachira Investments
California
$395K – – –
SF
459
Summit Financial
New Jersey
$395K +$362K +17,352 New
BCM
460
Boltwood Capital Management
California
$392K +$25K +1,200 +7%
DBRC
461
D.B. Root & Company
Pennsylvania
$391K -$63.8K -3,060 -15%
SFG
462
Sunburst Financial Group
Alabama
$390K – – –
ACM
463
Armbruster Capital Management
New York
$387K -$18.1K -870 -5%
SIM
464
Sadoff Investment Management
Wisconsin
$384K -$246K -11,784 -41%
BFG
465
Bouchey Financial Group
New York
$376K +$125 +6 +0%
WDL
466
Well Done LLC
Michigan
$375K +$4.38K +210 +1%
OCM
467
Osterweis Capital Management
California
$374K – – –
PNC Financial Services Group
468
PNC Financial Services Group
Pennsylvania
$371K -$75.5K -3,621 -18%
AllianceBernstein
469
AllianceBernstein
Tennessee
$370K – – –
PAM
470
Peak Asset Management
Colorado
$365K – – –
BA
471
Ballast Advisors
Minnesota
$364K -$149K -7,158 -31%
PPA
472
Parametric Portfolio Associates
Washington
$364K -$2.69K -129 -0.8%
Fidelity Investments
473
Fidelity Investments
Massachusetts
$356K -$3.5K -168 -1%
IAP
474
Indie Asset Partners
Indiana
$348K -$221K -10,602 -41%
ZIM
475
Zacks Investment Management
Illinois
$345K +$6.88K +330 +2%