We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
501
Lehman & Derafelo Financial Resources
Pennsylvania
$35K -$5.44K -288 -14%
CMBA
502
C.M. Bidwell & Associates
Hawaii
$33K -$263K -13,920 -89%
HPC
503
HM Payson & Co
Maine
$30K +$29.8K +1,575 New
CFA
504
Carroll Financial Associates
North Carolina
$28K -$52.8K -2,793 -65%
GWS
505
Glassman Wealth Services
Virginia
$28K -$11.3K -597 -28%
SB
506
Strategic Blueprint
Georgia
$28K +$28.3K +1,500 New
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$25K
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$24K
IRC
509
Investors Research Corp
Georgia
$24K +$22.3K +1,182 +1,094%
JP Morgan Chase
510
JP Morgan Chase
New York
$23K
SIAP
511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
BWA
512
BDO Wealth Advisors
Florida
$21K
EI
513
Ellevest Inc
New York
$19K -$41.9K -2,220 -69%
QCG
514
Quadrant Capital Group
Ohio
$19K
QCMC
515
Quantum Capital Management (California)
California
$18K +$18.4K +975 New
PO
516
Private Ocean
California
$17K +$16.4K +870 +4,143%
NSIM
517
North Star Investment Management
Illinois
$16K +$15.6K +825 New
William Blair & Company
518
William Blair & Company
Illinois
$15K
LFG
519
LifePlan Financial Group
Ohio
$15K +$113 +6 +0.7%
ME
520
McIlrath & Eck
Washington
$14K
MIM
521
Macroview Investment Management
Maryland
$14K +$5.21K +276 +58%
AWM
522
AllSquare Wealth Management
New York
$13K
BWP
523
Baldwin Wealth Partners
Massachusetts
$13K
HCA
524
Horan Capital Advisors
Ohio
$12K +$12.2K +645 New
TF
525
TimeScale Financial
Massachusetts
$10K