We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
451
Greenleaf Trust
Michigan
$676K – – –
CG
452
Colony Group
Massachusetts
$676K +$95.1K +4,338 +16%
SWA
453
Stratos Wealth Advisors
Ohio
$676K -$174K -7,941 -20%
GIA
454
GHP Investment Advisors
Colorado
$675K +$474K +21,645 +235%
RZH
455
Relyea Zuckerberg Hanson
Connecticut
$671K +$672K +30,684 New
BJL
456
Brighton Jones LLC
Washington
$669K +$445K +20,283 +197%
SSWG
457
Seven Springs Wealth Group
Tennessee
$656K – – –
AWE
458
Avidian Wealth Enterprises
Texas
$653K +$267K +12,195 +69%
CM
459
Columbus Macro
Pennsylvania
$649K -$16.2K -738 -2%
ACI
460
Alpha Cubed Investments
California
$646K – – –
CHA
461
Cooper/Haims Advisors
New York
$644K -$6.31K -288 -1%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$636K – – –
MFG
463
Merit Financial Group
Georgia
$636K +$5.65K +258 +0.9%
BCA
464
Bay Colony Advisors
Massachusetts
$633K -$4.6K -210 -0.7%
JF
465
Joule Financial
Kentucky
$631K +$3.02K +138 +0.5%
FHB
466
First Hawaiian Bank
Hawaii
$622K – – –
OPA
467
Old Port Advisors
Maine
$618K -$32.9K -1,500 -5%
CP
468
Capital Planning
Washington
$617K +$167K +7,605 +37%
EWA
469
EP Wealth Advisors
California
$613K +$614K +28,038 New
AGA
470
Arkos Global Advisors
Texas
$613K – – –
CCM
471
Cribstone Capital Management
Maine
$607K -$35K -1,599 -5%
WBCM
472
Wilson & Boucher Capital Management
California
$606K +$13.2K +600 +2%
TAM
473
Townsend Asset Management
North Carolina
$603K +$1.58K +72 +0.3%
EWM
474
Evermay Wealth Management
Virginia
$595K +$70.4K +3,210 +13%
PP
475
Pegasus Partners
Wisconsin
$589K – – –
17 18
19
20 21