We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Stockman Wealth Management
Montana
$403K -$12.2K -528 -3%
APA
502
American Portfolios Advisors
New York
$401K +$1.11K +48 +0.3%
HA
503
HYA Advisors
Missouri
$401K -$32.3K -1,398 -7%
AIM
504
Acropolis Investment Management
Missouri
$401K +$217K +9,420 +97%
WF
505
Whelan Financial
California
$394K +$434K +18,819 New
BFA
506
Beaumont Financial Advisors
Massachusetts
$393K +$1.39K +60 +0.3%
WDL
507
Well Done LLC
Michigan
$389K – – –
TC
508
Telemus Capital
Michigan
$384K -$1.04K -45 -0.2%
CW
509
CreativeOne Wealth
Kansas
$383K +$203K +8,787 +92%
MWM
510
MBE Wealth Management
Wisconsin
$382K – – –
PFS
511
Prospera Financial Services
Texas
$376K -$203K -8,808 -33%
VWA
512
Visionary Wealth Advisors
Illinois
$371K -$31.4K -1,359 -7%
GAM
513
Garrison Asset Management
Arkansas
$371K -$3.46K -150 -0.8%
IC
514
IEQ Capital
California
$367K – – –
JWCA
515
J.W. Cole Advisors
Florida
$366K +$81.3K +3,522 +25%
DBRC
516
D.B. Root & Company
Pennsylvania
$363K -$2.42K -105 -0.6%
HNB
517
Huntington National Bank
Ohio
$363K – – –
PI
518
Pachira Investments
California
$363K – – –
HI
519
Hendershot Investments
Virginia
$357K +$20.6K +891 +6%
FWM
520
Fingerlakes Wealth Management
New York
$356K -$7.2K -312 -2%
ACM
521
Armbruster Capital Management
New York
$356K +$1.73K +75 +0.4%
NS
522
Newman & Schimel
Illinois
$355K -$35.5K -1,539 -8%
APSI
523
Asset Planning Services Inc
Louisiana
$350K -$25.6K -1,110 -6%
PWMG
524
Prestige Wealth Management Group
New Jersey
$349K -$15.2K -660 -4%
CIAS
525
Capital Investment Advisory Services
North Carolina
$349K -$8.65K -375 -2%
19 20
21
22 23