We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
476
TrueWealth Advisors
Alabama
$601K -$30.6K -1,293 -5%
JF
477
Joule Financial
Kentucky
$595K -$13.4K -567 -2%
CWA
478
Continuum Wealth Advisors
New York
$594K -$711 -30 -0.1%
TAM
479
Townsend Asset Management
North Carolina
$593K +$1.21K +51 +0.2%
CG
480
Colony Group
Massachusetts
$586K -$24.8K -1,047 -4%
FNBT
481
FineMark National Bank & Trust
Florida
$581K -$98.5K -4,158 -14%
RJT
482
Raymond James Trust
Florida
$576K – – –
CM
483
Columbus Macro
Pennsylvania
$575K -$58.5K -2,469 -9%
BCA
484
Bay Colony Advisors
Massachusetts
$574K -$20.2K -852 -3%
MF
485
Meridian Financial
Massachusetts
$572K +$8.17K +345 +1%
WKSWA
486
White Knight Strategic Wealth Advisors
New Jersey
$569K -$492K -20,787 -45%
HIC
487
Holderness Investments Company
North Carolina
$569K +$53K +2,238 +10%
TPA
488
Trivium Point Advisory
Connecticut
$565K +$94.6K +3,993 +18%
UB
489
UMB Bank
Missouri
$565K +$561K +23,700 +1,791%
AGA
490
Arkos Global Advisors
Texas
$564K -$12.2K -513 -2%
CFGSD
491
Compass Financial Group (South Dakota)
South Dakota
$563K +$80.5K +3,399 +16%
SPIA
492
Steward Partners Investment Advisory
New York
$562K +$213 +9 +0%
PTC
493
Private Trust Company
Ohio
$560K +$4.9K +207 +0.8%
SF
494
Synovus Financial
Georgia
$559K -$39.9K -1,683 -6%
CHA
495
Cooper/Haims Advisors
New York
$554K -$91.9K -3,879 -14%
RA
496
Ruggaard & Associates
Ohio
$530K -$24.7K -1,041 -4%
EWM
497
Evermay Wealth Management
Virginia
$525K -$38K -1,602 -6%
OPA
498
Old Port Advisors
Maine
$518K +$544K +22,965 New
AIM
499
Aspen Investment Management
Michigan
$515K +$5.4K +228 +1%
MS
500
Madden Securities
Texas
$515K -$7.18K -303 -1%
18 19
20
21 22